On March 5th, the A-shares opened higher across the board, with all three major indices rising collectively at the beginning of the session. Concept stocks related to AI wearables, semiconductors, and ultra-high voltage saw significant gains, while sectors such as engineering machinery and electronic components rebounded. Oil and gas stocks continued to adjust. The Hong Kong stock market also rebounded, with the Hang Seng Index and the Hang Seng Tech Index both rising over 1% in the morning session, and most tech stocks climbing higher, particularly in the semiconductor and electrical equipment sectors.
In the bond market, government bond futures fell across the board. In commodities, domestic commodity futures saw widespread increases, with the shipping index continuing to surge, rising over 11% at one point in the morning. Core market trends:
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A-shares: As of the time of writing, the Shanghai Composite Index rose 0.45%, the Shenzhen Component Index rose 1.28%, and the ChiNext Index rose 1.53%.
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Hong Kong stocks: As of the time of writing, the Hang Seng Index rose 1.21%, and the Hang Seng Tech Index rose 1.01%.
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Bond market: Government bond futures fell across the board. As of the time of writing, the 30-year main contract fell 0.07%, the 10-year main contract fell 0.03%, the 5-year main contract remained flat, and the 2-year main contract fell 0.01%.
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Commodities: Domestic commodity futures rose broadly. As of the time of writing, the shipping index rose over 6%, fuel oil and lithium carbonate rose over 4%, Shanghai tin rose 3%, Shanghai silver, Shanghai aluminum, caustic soda, industrial silicon, and others rose 2%, while iron ore, platinum, and polysilicon rose over 1%. Eggs, stainless steel, Shanghai copper, Shanghai gold, Shanghai nickel, rebar, rubber, and others all rose.
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According to Xinhua News Agency, the government work report mentioned that the main expected target for development in 2026 is an economic growth of 4.5% to 5%, with efforts made in actual work to achieve better results.
09:43
In the morning session, the superhard materials concept was active, with SF Diamond rising over 10%, and LILIANG DIAMOND, Worldia, HHWW, Huifeng Diamond, and Guoji Precision Machinery following suit.
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In news, on March 3rd, Akash Systems announced the launch and listing of the first batch of AI servers using Diamond Cooling® technology and equipped with AMD Instinct™ MI350X GPUs
This marks the first implementation of diamond cooling technology in AMD's high-end AI chips following NVIDIA's H200.
09:37
The storage chip concept continues to strengthen, with Biwin rising over 12%. Beijing Junzheng, ZBIT SEMICONDUCTOR, Demingli, GIGADEVICE, Dagang Co., Ltd., Shikong Technology, and Shannon Semiconductor also saw gains.
In news, Samsung Electronics has raised its Q1 DRAM price increase forecast from 70% to 100%. Additionally, Biwin announced that it expects to achieve operating revenue of 4 billion to 4.5 billion yuan in January-February 2026, a year-on-year increase of 340% to 395%.
09:25
The SSE Index opened up 0.67%, and the ChiNext Index rose 2.27%. The internet, semiconductor, communication, and electronics sectors rebounded, with active themes in computing hardware, AI wearables, cloud computing, AI applications, and humanoid robots. The oil and gas, shipping, agriculture, and coal sectors experienced a pullback.
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09:21
The Hang Seng Index opened up 1.32%, and the Hang Seng Tech Index rose 1.61%. Tech stocks collectively rebounded, with Nio rising over 5%, and JD Health, SenseTime, Hua Hong Semiconductor, Horizon Robotics, and Bilibili rising over 3%.
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09:04
The shipping index for European futures rose 11% for the main contract during the day.
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09:01
Commodity futures opened, with the main crude oil contract rising over 9%, the European shipping index rising over 4%, and Shanghai tin and lithium carbonate rising over 3%. Shanghai aluminum, aluminum alloy, silver, and fuel oil rose over 2%.
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In the morning session, the superhard materials concept was active, with SF Diamond rising over 10%, and LILIANG DIAMOND, Worldia, HHWW, Huifeng Diamond, and Guoji Jinggong following suit. The storage chip concept repeatedly strengthened, with Biwin rising over 12%, and Beijing Junzheng, ZBIT SEMICONDUCTOR, Demingli, GIGADEVICE, Dagang Co., Ltd., Shikong Technology, and Shannon Chip Innovation also rising

- On March 5, A-shares opened higher with all major indexes showing gains, led by sectors like AI wearables, semiconductors, and high-voltage power.  
- The bond market saw a decline in government bond futures, while commodity futures experienced widespread increases, including a significant rise in the shipping index.  
- The government targets economic growth of 4.5% to 5% for 2026, with recent technological advancements in AI cooling systems and rising storage chip prices contributing to market dynamics.

Wallstreetcn

GIGADEVICE

SSE Index

HHWW

Worldia

ZBIT SEMICONDUCTOR

SF Diamond

Biwin

LILIANG DIAMOND

AH shares rebounded together: The Shanghai Composite Index returned to 4,100 points, semiconductors surged, the Hang Seng Index rose over 1%, and tech stocks generally increased