• Two‑fund financing balance: At the close of the Shanghai and Shenzhen stock markets on 11 August, the total two‑fund financing balance increased by 11.73 billion CNY to 26633.29 billion CNY (2.65 % of the A‑share market‑capitalisation).
  • Daily financing volume: The daily financing volume was 2183.59 billion CNY, 192.57 billion CNY lower than the previous day (9.34 % of the total market volume).
  • Sectoral net purchases: Among the 31 primary sectors examined by Shenwan, the Basic Chemical sector recorded the highest net purchase of 13.34 billion CNY. Other sectors with notable net purchases were Pharmaceutical & Biotechnology, Telecommunications, Petrochemicals, and Non‑bank Financial Services.
  • Individual stock net purchases: Twenty‑nine stocks received net purchases exceeding 1 billion CNY. The top recipient was Pure‑Cure Materials (Net purchase 8.58 billion CNY). Other significant recipients were Xin‑Ying‑Sheng, Feng‑Hua High‑Tech, Dong‑Cai Technology, China Giant Stone, Micro‑New Company, China Offshore Oil, Ke‑Xiang Shares, Zhu‑Xiang Shares, and China Ping‑An.

2. North‑bound capital flows on 11 August 2026

  • Total north‑bound transaction volume: 2966.68 billion CNY, representing 12.78 % of the combined Shanghai and Shenzhen trading volume.
  • Top stocks:
  • Wu‑Yang Kang Kang – 27.03 billion CNY
  • China Giant Stone – 18.07 billion CNY
  • Zhu‑Jin Mining – 16.41 billion CNY
  • Zhong Ji Xu Chuang – 46.91 billion CNY
  • Xin‑Ying‑Sheng – 33.13 billion CNY
  • Dong‑Shan Precision – 25.03 billion CNY

3. After‑market trading activity on 11 August 2026

  • Total after‑market fixed‑price transaction volume: 12.04 billion CNY, up 18.66 million CNY from the previous day (1.57 % increase).
  • Board‑level performance:
  • Shanghai Main Board: 4.31 billion CNY (up 17.76 million CNY)
  • Shenzhen Main Board: 3.88 billion CNY (up 4.12 million CNY)
  • ChiNext: 2.67 billion CNY (up 17.72 million CNY)
  • Sci‑Tech Board: 1.18 billion CNY (down 20.93 million CNY)
  • Stocks with after‑market volume above 10 million CNY: 14 in total, including Guo Ci Materials, Zhao Yi Innovation, Heng Tong Optoelectronics, and others.

4. Two‑fund financing trend on 10 August 2026

  • Balance change: The two‑fund financing balance at the close of 10 August increased by 146.15 billion CNY to 26621.56 billion CNY (2.63 % of market value).
  • Daily financing volume: 2376.16 billion CNY, down 194.63 billion CNY from the prior day (9.35 % of total trading volume).
  • Sectoral net purchases:
  • Electronics: net purchase of 53.73 billion CNY (the largest among the 19 sectors).
  • Pharmaceutical & Biotechnology
  • Non‑ferrous Metals
  • Power Equipment
  • Telecommunications
  • Individual stock net purchases: 56 stocks received net purchases above 1 billion CNY. Victory Technology led with 6.46 billion CNY. Other leaders included Zhao Yi Innovation, Jiang Bo Long, Wu‑Yang Kang Kang, Sheng‑Yi Technology, Guang‑Xun Technology, Xin‑Ying‑Sheng, Bai Wei Storage, Tong Guan Copper Foil, and China Giant Stone.

5. Glass‑fiber market dynamics on 10 August 2026

  • Price movement: The glass‑fiber concept sector declined 3.10 % intraday. Key constituent stocks fell between 3.74 % and 5.36 %.
  • Price outlook for coarse yarn: Analysts anticipate a transition to an upward price channel for coarse glass‑fiber yarn, citing reduced 2026 output growth relative to 2025 and a rebound in overseas demand.
  • Strategic implications:
  • AI‑driven demand for electronic glass‑fiber textiles is increasing, pushing the market toward high‑performance, low‑dielectric and low‑expansion products.
  • Leading manufacturers such as China Giant Stone and International Composite Materials are positioned to benefit from early adoption in the low‑dielectric electronic yarn segment.

6. Fund activity in technology sectors on 9 August 2026

  • Fund performance: Approximately 160 funds rebounded more than 20 % in the four days leading to 9 August, with some exceeding 30 %.
  • Key holdings: The rebound was partly driven by large positions in high‑end PCB and semiconductor equipment stocks, notably China Giant Stone, Tuo Jing Technology, and Hua Zheng New Materials.
  • Sector outlook: The technology segment is expected to recover progressively, with a focus on previously undervalued equities.

7. Relevance to China Jushi Co., Ltd.

  • Sector context: China Jushi operates in the Construction Materials industry, producing advanced materials such as glass fibers and composites. The glass‑fiber market dynamics described above directly impact the company’s product demand and pricing environment.
  • Capital flows: The overall increase in two‑fund financing, particularly within the electronics and basic chemical sectors, reflects investor interest in companies that supply high‑performance materials—an area where China Jushi has a product offering.
  • Stock performance: The company’s closing price on 10 August was 42.69 CNY, with a 52‑week high of 77.20 CNY and a low of 12.39 CNY. Its market capitalisation stands at 172 billion CNY, and its price‑earnings ratio is 46.17.
  • Investor signals: Although specific net‑purchase data for China Jushi are not listed among the top 29 or 56 stocks in the provided datasets, the overall market conditions suggest a potentially favourable environment for firms engaged in high‑quality composite production.

This structured overview synthesises the key market movements, financing trends, and sectoral developments that influence the operating landscape for China Jushi Co., Ltd.