The STAR Composite Index ETF Huaxia closed up 4.87 percent at 1.55 yuan, tracking the Shanghai Stock Exchange STAR Composite Index which surged 4.78 percent on the day. Among constituents, Grandit rose 20.01 percent, Zhengfan Technology gained 20.00 percent, and Wanyi Technology advanced 19.98 percent. The semiconductor supply chain staged a broad rally. Institutional research notes that tungsten hexafluoride, a key consumable in memory chip manufacturing, is seeing sustained expansion in downstream capital expenditure amid AI-driven memory demand growth and advanced technologies such as HBM, with market demand expected to maintain rapid growth. Datong Securities believes the AI industry pricing logic has shifted from speculative hype to commercial monetization scenarios, with AI computing power and optical modules offering high earnings visibility as allocation themes, while memory chip fundamentals remain strong but warrant caution against peak cycle risks.
China General Plastics Corp
Shantui Construction Machinery Co Ltd
Hua Xia Bank Co Ltd
Shanghai GenTech Co Ltd
Anhui Wanyi Science and Technology Co Ltd