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

TL;DR · 30-second recap of today’s updates

At A-share midday, the Shanghai Composite Index edged up 0.16% while the ChiNext Index fell 1.07%; Industrial and Commercial Bank of China’s share price hit an all-time high, and NORINCO-related concepts performed actively
Total ETF turnover across the two markets stood at 359.271 billion yuan, down from the same period yesterday; Hang Seng Biotech ETF led gains, while agricultural and real estate sectors were among the top losers
At NVIDIA’s request, Samsung will partner with TSMC for the first time to produce HBM; fuel vehicle sales share fell below one-third for the first time; the fourth national agricultural census will launch in January next year

📈 A-share Market💹 ETF Trends⚡ Chip Cooperation🚗 Auto Market Data🌾 Agricultural Census

Tonghua Shun 7/24 Updates

National Bureau of Statistics: The fourth national agricultural census will officially launch household registration from January 1, 2027

2026/10/19 11:40:54

On October 19, the National Bureau of Statistics announced at a State Council Information Office press conference that the fourth national agricultural census has now entered a critical phase, and official household registration will launch on January 1, 2027. This census relies on the achievements of the statistical cloud project to realize full-process digitalization, adopts a simultaneous collection and review model to complete data collection and verification synchronously, and will further strengthen the data quality defense line.

Brazilian presidential candidates hold TV debate

2026/10/1911:34:00

On October 18 local time, the top two candidates in the first round of Brazil’s current presidential election – incumbent President Lula and Flávio Bolsonaro, son of former President Bolsonaro – held their first joint TV debate. The two outlined their policy positions on issues including economic growth, public security, public debt, and public services. They will face off in the second round on October 25, and the election outcome will directly influence Brazil’s future policy direction.

John Lee meets with AIIB President

2026/10/19919919

On October 19, Hong Kong Special Administrative Region Chief Executive John Lee met with Asian Infrastructure Investment Bank President Zou Jiayi at Government House. John Lee stated that the AIIB is welcome to issue bonds using Hong Kong’s mature bond market, channel international capital into high-quality green projects and promote green transition; the SAR government will fully support the preparation of the AIIB’s Hong Kong office, and leverage Hong Kong’s “dual super” role to match the AIIB’s business needs.

Total ETF turnover across the two markets reached 359.271 billion yuan, down 38.907 billion yuan from the same period yesterday

2026/10/19999

As of press time, total ETF turnover across the two markets reached 359.271 billion yuan, down 38.907 billion yuan from the same period yesterday. By category, bond ETFs recorded the highest turnover at 223.331 billion yuan, followed by equity, money market, commodity, and QDII ETFs at 91.452 billion, 19.317 billion, 3.736 billion, and 21.434 billion yuan respectively. The top three non-money market ETFs by turnover are China-Korea Semiconductor ETF (513310), ChiNext ETF (159915), and STAR 50 ETF (588000), with turnover of 5.564 billion, 5.171 billion, and 5.036 billion yuan respectively.

2026/10/19999

[A-share Midday Summary] As of midday close, the three major A-share indexes diverged: the Shanghai Composite Index rose 0.16%, the Shenzhen Component Index fell 0.18%, the ChiNext Index fell 1.07%, and the STAR 50 Index fell 1.68%; total market turnover was 978.6 billion yuan, a slight increase from the previous period, with over 3,800 individual stocks closing lower. By sector, ordnance equipment restructuring, banking, and military industry sectors led gains, with multiple stocks including Dongan Power hitting the daily limit up; crop farming & forestry, grain concept, and real estate sectors were among the top losers.

ETF Midday Review: Hang Seng Biotech ETF led gains with 3.37% rise, ChiNext 200 ETF led losses with 4.48% drop

2026/10/19999

ETFs closed mixed at midday: among gainers, Hang Seng Biotech ETF (520760) led with a 3.37% rise, followed by two S&P Oil & Gas ETFs (159518, 513350) up 2.74% and 2.73% respectively; Hong Kong-listed biotech and oil & gas ETFs were among the top gainers. On the losing side, ChiNext 200 ETF (159573) led losses with a 4.48% drop, followed by CSI 2000 ETF (159543) and Semiconductor Equipment ETF (159516) down 4.0% and 3.86% respectively; small-cap broad-based and tech sector ETFs were among the top losers.

Eastmoney 7/24 Updates

2026/10/1999999

On October 18 local time, Ukrainian President Volodymyr Zelensky revealed in an interview with US media that the US has resumed the previously suspended intelligence sharing with Ukraine related to Russian attacks on Ukraine. During the suspension, Ukraine did not receive early warning information on Russian ballistic missile attacks from the US for 3 consecutive days. However, the Starshield satellite communication system used by Ukraine is still currently under speed restrictions imposed by the US.

2026/10/1999999

A-share midday close data on October 19 shows that a total of 30 stocks hit the daily limit up, and 10 stocks hit the daily limit down across the two markets in the half-day session. NORINCO-related concepts performed actively in the market, with related stocks Dongan Power and Changchun Yidong both achieving 2 consecutive limit up gains, making them one of the prominent hot thematic trends in the two markets in the morning session.

2026/10/1999999

A-shares fluctuated after opening lower in the morning session. As of midday close, the Shanghai Composite Index rose 0.16%, the Shenzhen Component Index fell 0.18%, and the ChiNext Index fell 1.07%. On the market, the banking sector strengthened, with Industrial and Commercial Bank of China’s share price hitting an all-time high; CPO, PCB, and baijiu sectors rose, while film & cinema, real estate, CRO, and dairy sectors were among the top losers. Total half-day market turnover was nearly 1 trillion yuan, with over 3,800 individual stocks closing lower.

2026/10/1999999

Auto market data for September 2026 released by the China Passenger Car Association shows that the domestic sales share of fuel vehicles fell below one-third for the first time, while the overall penetration rate of new energy vehicles climbed to a record high of 67% over the same period. Tesla CEO Elon Musk reposted the data and commented that as the share of new energy vehicles continues to expand, China’s dependence on oil is declining rapidly.

Shanghai Composite Index rose 0.16%, ground ordnance equipment continued to strengthen, crop farming sector underperformed

2026/10/1999999

A-shares diverged in the half-day session, with the Shanghai Composite Index edging up 0.16% to 3,722.20 points, the Shenzhen Component Index and ChiNext Index falling 0.18% and 1.07% respectively, and total half-day turnover across the two markets reaching 970.7 billion yuan. By sector, ground ordnance equipment, DRG/DIP, banking, and baijiu sectors led gains, while crop farming, real estate services, and publishing sectors led losses. A total of 1,613 individual stocks rose across the market, 3,839 fell, and 30 stocks hit the limit up.

At NVIDIA’s standardization request, Samsung will partner with TSMC for the first time to produce HBM!

2026/10/1999999

[News Summary] Related entities: NVIDIA, Samsung Electronics, TSMC, High Bandwidth Memory (HBM). Core event: At NVIDIA’s standardization request, Samsung will cooperate with TSMC for the first time in HBM manufacturing, using TSMC’s 3nm process to produce base chips for NVIDIA’s next-generation custom HBM. This cooperation breaks the two manufacturers’ usual practice of independent supply in the HBM field, highlighting NVIDIA’s dominance over its core supply chain.