Automatically scraped from Tonghuashun and Eastmoney by cron at 08:00 Beijing time daily, with summaries rewritten by Doubao. For information aggregation only, does not constitute investment advice.

Tonghuashun 7/24

Oil and gas extraction sector opens sharply lower, Keli Co., Ltd. opens down over 8%

2026/8/26 09:27:19

Market data shows the oil and gas extraction sector opened sharply lower on the day. Keli Co., Ltd. led the decline, opening down more than 8%, while multiple constituent stocks in the sector including Lanyan Holdings, Bekken Energy, China Man Oilfield, and Tongyuan Petroleum followed the drop. This trend reflects the market’s relatively cautious short-term sentiment toward the oil and gas extraction track, and investors holding relevant assets should pay attention to short-term fluctuation risks.

ETF Opening: Home appliance ETF leads gains at 7.55%, energy chemical ETF leads losses at 3.97%

2026/8/26 09:27:10

ETFs on the two markets opened with mixed performance: the home appliance ETF (159192) led gains with an increase of 7.55%; the 港股 pharmaceutical ETF (159776) and Hang Seng Index 港股 Connect ETF (520820) were also among the top gainers, rising 4.96% and 4.06% respectively. The energy chemical ETF (159981) led losses down 3.97%, and the two S&P oil and gas ETFs (159518, 513350) fell 2.56% and 2.28% respectively, showing significant divergence across sectors.

A 股 Opening: Three major indexes mixed

2026/8/26 09:25:44

The three core A 股 indexes opened with divergent trends today, namely the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index. The Shanghai Composite Index edged down 0.20%, while the Shenzhen Component Index and ChiNext Index rose slightly by 0.11% and 0.35% respectively. The opening data reflects a relatively balanced long and short sentiment in the current market, with weight sectors temporarily weak and growth sectors showing slightly stronger support, with no clear unilateral market signal yet.

CSI Commodity Futures Series Sector Index officially released today

2026/8/26 09:22:56

On October 26, the CSI Commodity Futures Series Sector Index was officially released. The series includes 40 indexes covering sectors such as industry, agriculture and livestock, which can objectively represent the price movement and investment return trends of each commodity futures sub-sector, provide investors with a fair benchmark for performance comparison and return evaluation, and also help enhance China’s pricing power and international influence in the global commodity field.

Central Bank: Conducted 239.5 billion yuan 7-day reverse repo operation on August 26

2026/8/26 09:22:05

The central bank announced on August 26 that it conducted a 239.5 billion yuan 7-day reverse repo operation on the day, with an interest rate of 1.40%, consistent with the previous operation rate. According to Tonghuashun iFinD data, no 7-day reverse repo matures on the day, so this operation achieved a full net injection of 239.5 billion yuan, which can supplement market liquidity and ease capital fluctuations during the cross-month period.

港股 Opening: Hang Seng Index up 0.49%, Hang Seng Tech Index up 0.75%

2026/8/26 09:21:41

Major 港股 indexes opened higher collectively on the day, with the Hang Seng Index rising 0.49% and the Hang Seng Tech Index rising 0.75%. Individual stocks showed obvious divergence: H&H International Holdings led the two markets up 13.42%, Innovent Biologics, Yihai International, Everest Medicines, and Jitai Tech-P all rose more than 5%; SITC International and Weigao Holdings fell 3.65% and 3.59% respectively, ranking among the top decliners.

Eastmoney 7/24

CSI Commodity Futures Series Sector Index officially released today

2026/8/26 09:24:17

On September 26, the CSI Commodity Futures Series Sector Index was officially released. The series includes 40 indexes covering core fields such as industry, agriculture and livestock, which can objectively represent the price trend of commodity futures sub-sectors, reflect the investment returns of corresponding sectors, provide investors with a fair benchmark for return evaluation and performance comparison, and also help enhance China’s pricing power and international influence in the global commodity field.

Central Bank conducts 239.5 billion yuan 7-day reverse repo operation today

2026/8/26 09:21:33

The central bank conducted a 239.5 billion yuan 7-day reverse repo operation today, with a winning bid rate of 1.40%, flat compared to the previous reverse repo rate for the same term. As a conventional tool for the central bank to adjust short-term liquidity, the unchanged policy rate sends a signal of stable short-term monetary policy orientation, which will help maintain reasonable and ample liquidity in the banking system and ease short-term capital fluctuations.

港股 Opening: Hang Seng Index up 0.49%, Hang Seng Tech Index up 0.75%

2026/8/26 09:21:15

The 港股 market rose overall in early trading: the Hang Seng Index rose 0.49%, the Hang Seng Tech Index rose 0.75%, and science and innovation related sectors performed relatively strong. Individual stocks showed clear divergence: H&H International Holdings led gains up 13.42%, Innovent Biologics, Yihai International, Everest Medicines, and Jitai Tech-P all rose more than 5%; SITC International and Weigao Holdings fell 3.65% and 3.59% respectively, ranking among the top decliners.

Domestic commodity futures chemical sector falls sharply in early trading, ethylene glycol futures hit limit down

2026/8/26 09:18:13

On August 26, the chemical sector of domestic commodity futures fell sharply in early trading, with most varieties in the sector posting significant declines. Among them, ethylene glycol futures hit limit down with a drop of 6%; fuel oil fell more than 8%, crude oil and BR rubber fell more than 6%; methanol, paraxylene, liquefied gas, propylene, styrene fell more than 5%; PTA, staple fiber, bottle flakes fell more than 4%.

Central parity rate of RMB against US dollar stands at 6.7829, up 23 pips

2026/8/26 09:16:46

[Finance Brief] The subject is the central parity rate of RMB against the US dollar. The latest official quotation shows the central parity rate stands at 6.7829, up 23 basis points from the previous trading day. This small increase reflects the overall stable supply and demand in the domestic and foreign exchange markets, has limited impact on the daily foreign exchange settlement and sale costs of import and export enterprises, and confirms that the RMB exchange rate still maintains two-way fluctuations and operates within a reasonable range.

BeiGene: US FDA approves Tislelizumab combination regimen for first-line treatment of HER2-positive gastroesophageal adenocarcinoma

2026/8/26 09:15:53

BeiGene announced that its core product Tislelizumab (Bai Ze’an) combined with Zenocutuzumab (Bai He’an) and chemotherapy has recently been approved by the US FDA for a new indication, applicable for the first-line treatment of adult patients with locally advanced unresectable or metastatic HER2-positive gastroesophageal adenocarcinoma. This approval broadens the overseas indication coverage of Tislelizumab and also provides a new treatment option for the corresponding patient group.

Yahoo Finance

Stanley Druckenmiller and Cathie Wood agree on 2 tech giant stocks

2026/8/25 03:13:00

Macro investment tycoon Stanley Druckenmiller, who has a highly distinct investment style, and Cathie Wood, founder of ARK Investment focusing on high-growth technology tracks (commonly known as “Sister Wood” in the Chinese market), have rarely reached an investment consensus according to the latest position disclosures, both being optimistic about two 美股 tech giants. This unexpected same-position movement has attracted widespread attention in the 美股 investment community.

Lam Research (LRCX) Sees Strong Growth Extend Into 2027 as AI Spending Accelerates

2026/8/24 21:21:42

Leading semiconductor equipment manufacturer Lam Research (LRCX, 美股 ticker: LRCX) updated its performance forecast, stating that driven by the accelerated implementation of global AI capital expenditure, the company’s current strong growth momentum will continue at least until 2027. As a mainstream supplier of core etching equipment for global chip manufacturing, this forecast also confirms that the AI upstream semiconductor equipment track has long-term demand support.

KLA (KLAC) Gains From Advanced Nodes, HBM and Packaging

2026/8/24 21:24:24

Leading 美股 semiconductor process control equipment manufacturer KLA (ticker: KLAC) currently has clear performance growth momentum, mainly benefiting from demand explosions in three downstream areas: first, iterative demand for advanced semiconductor process nodes, second, high-bandwidth memory (HBM) capacity expansion driven by AI computing power, and third, rising capital expenditure in the advanced packaging field. As a core equipment supplier in relevant tracks, KLA’s order resilience is better than the industry average, with high certainty of subsequent performance growth.