Midday Report: The Shanghai Composite Index fell slightly by 0.16% in the morning, with the chemicals and chemical industry sector experiencing a strong rally against the trend.

The three major indices adjusted collectively during the morning session. As of midday, the Shanghai Composite Index fell by 0.16%, the Shenzhen Component Index fell by 0.16%, the ChiNext Index fell by 0.37%, and the BeiGene Index rose by 0.93%. The total turnover of the Shanghai, Shenzhen, and Beijing markets in the first half of the day was 1.2662 trillion yuan, a decrease of 71.6 billion yuan compared to the previous day. More than 2800 stocks in the entire market fell. In terms of sector themes, the silicon, chemical, photovoltaic equipment, Hainan Free Trade Zone, battery, PEEK materials, and energy metals sectors performed well; Sora concept, gaming, securities, and humanoid robot concept stocks performed poorly. In terms of the market, the chemical sector strengthened again, with the phosphate chemical and fluorine chemical sectors leading the way. Chengxing shares and Qingshuiyuan both had two consecutive limit up days, while the chlorine-alkali chemical, Zhongyida, and Skyline shares all rose by the limit. The Hainan Free Trade Zone sector was once again active, with Haima Automotive and Hainan Mining both hitting the limit up. The photovoltaic equipment sector also performed well, with Hongyuan Green Energy and GCL-Poly Energy both hitting the limit up, and Tongwei shares and Daquan Energy leading the way. On the other hand, Sora concept, intelligent spectrum AI, and other AI application sectors fluctuated downward, with companies such as Danghong Technology, 360, 37 Interactive Entertainment, Easy Point, and Kingsoft Office all falling.