Midday Review: Index Divergence, Shanghai Composite Index Slightly Up in Half Day, Military Equipment Restructuring Concept Explodes in Early Trading

The index showed a mixed performance in the early session, with the Shanghai Composite Index slightly rising and the North Exchange 50 up over 1%. In terms of sectors, the military equipment restructuring concept surged in the morning, with HQTC hitting the 20% daily limit, and Zhongguang Optical and Dong'an Power also reaching the daily limit during the session; the DeepSeek concept continued its upward trend, with Hengxing Technology hitting the 30% daily limit, and Yuncong Technology and Youkede hitting the 20% daily limit; the medical services sector strengthened, with Berry Genomics and Kingmed Diagnostics hitting the daily limit; the PEEK materials concept fluctuated lower, with Shuanglin Co., Ltd. leading the declines; the photovoltaic equipment sector corrected in the morning, with Juhua Materials and Shangen Electric leading the losses; the humanoid robot sector adjusted, with Zhenyu Technology experiencing significant declines. Overall, there were more gainers than losers, with over 3,300 stocks rising. As of the midday close, the Shanghai Composite Index was at 3,313.75 points, up 0.31%; the Shenzhen Component Index was at 10,565.13 points, down 0.10%; and the ChiNext Index was at 2,166.73 points, down 0.35%. On the market, the military equipment restructuring concept, DRG/DIP, and DeepSeek concept sectors led the gains, while the PEEK materials, energy metals, and photovoltaic equipment sectors led the declines