A-share reviews | Index differentiation, Beijing Stock Exchange 50 leads rise, and the planting industry explodes, and changes in credit innovation
The Zhitong Finance App learned that on August 18, the three major A-share indices had mixed ups and downs. The Shanghai Index and Science Innovation 50 rose slightly, the Shenzhen Index and the GEM Index closed down, and the Beijing Stock Exchange 50 rose 2.67% to lead the main indices. At the close, the Shanghai Stock Exchange Index rose 0.19% to 3990.30 points, the Shenzhen Securities Index fell 0.56% to 14622.50 points, the GEM index fell 0.93% to 3705.56 points, Science and Innovation 50 rose 0.11% to 1790.87 points, and the Beijing Stock Exchange 50 rose 2.67% to 1137.89 points. The turnover of the Shanghai and Shenzhen markets was about 240.775 billion yuan, an increase of about 13.317 billion yuan compared to the previous trading day. In the entire market, 2,121 stocks rose and 3,292 fell, rising and stopping 81 and falling 6, accounting for about 38% of the rising stocks.
In terms of sectors, planting (+9.54%), agricultural product processing (+4.29%), fishery (+3.26%), oil service engineering (+3.05%), and feed (+3.00%) had the highest gains; glass glass fiber (-2.30%), components (-2.03%), communication equipment (-1.35%), film and television, and energy metals had the highest declines. In addition, the most expensive IPOs during the year were frequently listed on Quasi-Laser (N-frequency). The closing price surged 516.44% to 1152.00 yuan, and the issue price was 186.88 yuan.
Drivers
The indices were clearly divided on the same day. The Shanghai Index and the Science and Innovation Index rose slightly, the Shenzhen Stock Exchange Index and the GEM Index closed down, and the Beijing Stock Exchange 50 rose 2.67%, leading the way. The turnover of the two markets was about 2.4 trillion yuan, compared to the previous day's volume of about 13.3 billion yuan. The agricultural sector has exploded across the board, with growth in the farming industry, agricultural product processing, fishing, feed, etc., mainly fueled by J.P. Morgan's warning of the next round of the global food crisis or the outbreak next year (combined with the suspension of shipping disruptions in the Strait of Hormuz and strong El Niño expectations).
The robot concept is growing stronger. The 2026 World Robotics Conference will be held in Beijing from August 19 to 23. Yushu Technology will land on the Science and Technology Innovation Board on August 19 and release the new humanoid robot “Superman”.
The oil and gas and oil services sector is active, and the National Development and Reform Commission and the National Energy Administration issued the “15th Five-Year Plan” for oil and gas development, compounding the continuing tension between the US and Iran. The concept of Xinchuang and domestic operating systems was boosted in the afternoon. The Shanghai Economic and Credit Commission issued the “15th Five-Year Plan for the Development of the Shanghai Software and Information Service Industry” on August 11, proposing that the scale of the industry should reach 4 trillion yuan by 2030.
Popular sector aspects
1. Agricultural planting/food
The planting sector rose 9.54%, leading the increase in Shenwan's industry. Shennong Seed Industry and Tianshan Biotech went up and down 20CM; Jinjian Rice Industry and Nongfa Seed Industry went up and down for 2, and Dabeinong went up and down; the pork concept Luoniushan 2 times went up and down; the pork concept Luoniushan 2 times went up and down. According to the news, J.P. Morgan warned that the next round of the global food crisis may be brewing or will break out next year. The suspension of shipping in the Strait of Hormuz and the potential strong El Niño phenomenon may reduce crop production and boost food inflation.
2. Humanoid robot
The robot concept fluctuated and strengthened. Eston went up and down, Wolong Electric Drive rose 7.40%, Zhongda Electric Drive rose 6.11%, Zhengyu Industrial went up 3 times, and Southern Precision went up and down. According to news, the 2026 World Robotics Conference will be held in Beijing from August 19 to 23. Yushu Technology will land on the Science and Technology Innovation Board on August 19, and its new humanoid robot “Superman” was released on August 17.
3. Xinchuang/domestic operating system
The Xinchuang concept changed and increased in the afternoon. Chengmai Technology rose and stopped 20CM, China Software and Kirin Xinan, Runhe Software rose 7.33%, and Inspur Software and Guozi Software followed suit. According to the news, the Shanghai Economic and Credit Commission issued the “15th Five-Year Plan for the Development of the Software and Information Service Industry in Shanghai” on August 11, proposing that the scale of the industry should reach 4 trillion yuan by 2030 and lay out 100,000 card-level intelligent computing clusters.
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Sectors such as film and television cinemas, energy metals, components, glass and glass fiber had the highest declines. Beijing Culture was close to a standstill. Zhongguang Tianze, Aofei Entertainment, Bona Pictures, Yongshan Lithium, Rongjie Co., Ltd., and Boqian New Materials had the highest declines. Changxin Technology in the semiconductor sector fell more than 4%. The above sectors all had large gains in the previous period. The decline was the highest on the same day, and the market showed clear sector rotation.