The Zhitong Finance App learned that on October 19, the trend of the three major A-share indices diverged after opening low. The Shanghai index fluctuated higher after opening low and turned red. The Shenzhen Stock Exchange index turned red in the afternoon. At one point, the GEM index fell more than 2% during the session, and the decline narrowed at the end of the session. The Science and Technology Innovation 50 Index was weak throughout the day. By the close, the Shanghai Stock Exchange Index rose 0.39% to 3730.92 points, the Shenzhen Securities Index rose 0.13% to 11817.42 points, the GEM index fell 0.94% to 2746.29 points, the Science and Technology Innovation 50 Index fell 2.17% to 1329.19 points, and the Beijing Stock Exchange 50 Index fell 0.41% to 946.15 points. The turnover of the Shanghai and Shenzhen markets was 1437.505 billion yuan, down 117.916 billion yuan from the previous trading day. In the entire market, 2,275 stocks rose, 3,129 stocks fell, 171 stocks closed, 49 stocks rose or stopped, and 25 stocks fell to a standstill, accounting for about 40% of the rising stocks. In terms of sectors, sectors such as ground armaments, kitchen and bathroom appliances, motors, small household appliances, large state-owned banks, and marine equipment registered the highest gains; sectors such as planting, batteries, beverages and dairy products, semiconductors, publishing, and agricultural product processing registered the highest declines.
driving factors
The National Bureau of Statistics released data on the same day. The gross domestic product for the first three quarters was 107.07.1 billion yuan, up 4.6% year on year at constant prices, with a 4.5% increase in the third quarter. By product, production of 3D printing equipment, lithium-ion batteries, and industrial robots increased 62.5%, 39.5%, and 29.1% year on year, respectively. The robot industry chain sector such as motors and automation equipment registered the highest increase on the same day. On the same day, 9 departments including the Ministry of Commerce issued “Opinions on Accelerating Technology and Business Development”, proposing to promote the implementation of physical intelligence technology in the field of commerce and expand application scenarios such as home services and trade logistics; the General Administration of Market Supervision recently approved the publication of the first batch of six national standards in the field of humanoid robots, which will be implemented on April 1, 2027. The first round of ticket sales for the 16th China Air Show began at 12:00 on the same day. This year's air show adopted the “one exhibition, three zones” model and set up a high-column marine equipment display area for the first time. The direction of ground armaments and military equipment restructuring strengthened on the same day. The banking sector rose on the same day. The stock prices of ICBC and CCB all reached record highs in the intraday and closing periods. According to reports, 21 listed banks have announced their 2026 mid-term dividend plans, and the total amount of dividends to be paid exceeds 260 billion yuan. Furthermore, after Tesla released the second-generation Roadster (Rocket Rocket Edition) on October 16, Beijing time, which can leave the ground for a short period of time, Baolong Technology, Beijing shares, Wanfeng Aowei, and Wencan shares rose for the second consecutive trading day, but the low-altitude economic concept index only rose 0.13% on the same day; overnight, the NASDAQ index fell 2.15%, and the Philadelphia Semiconductor Index fell for the eighth consecutive trading day. The Kechuang 50 index led the decline on the same day, and the semiconductor sector had the highest decline rate.
Popular sector aspects
1. [Humanoid robot] The humanoid robot concept rose 1.50%, the motor sector rose 2.56%, and automation equipment rose 1.34%. Zhaowei Mechatronics, Zhejiang Rongtai, Fulai New Materials, Ningbo Dongli rose and stopped, Suochen Technology rose 20CM, Yushu Technology rose 16.15%, and the total market value returned above 200 billion yuan. In terms of catalysis, industrial robot production increased 29.1% year-on-year in the first three quarters. Nine departments including the Ministry of Commerce issued documents to promote the implementation of artificial intelligence technology in the field of commerce and trade. The first batch of six national standards for humanoid robots will be implemented on April 1, 2027.
2. [Military] The ground weapons sector rose 5.22%, ranking first in Shenwan's second-level industry. Ocean King, Gan Chemical Technology and Engineering, Changchun Yidong, and Dongan Power went up and down. The individual stocks mentioned above all rose and fell for the second consecutive trading day. In terms of catalysis, the first round of sales of tickets for the 16th China Air Show began at 12:00 on October 19. This year's air show will run from December 7 to 13. For the first time, the Gaolan Offshore Equipment Exhibition Area was set up and open to the public for free reservations.
3. [Banks] The large state-owned banking sector rose 2.22%, and joint-stock banks rose 0.98%. ICBC rose 1.42% and CCB rose 1.05%. Both stock prices reached record intraday and closing highs; Agricultural Bank rose 3.45%, Bank of Suzhou rose 3.89%, Bank of Ningbo rose 2.76%, and Bank of Hangzhou rose 2.67%. In terms of catalysis, up to now, 21 listed banks have disclosed their 2026 mid-term dividend plans. The total amount of dividends to be distributed exceeds 260 billion yuan. Among them, major banks and joint stock banks in China are the main dividends.
Adjust the section
The planting industry fell 2.64%, batteries fell 2.38%, beverages and dairy products fell 2.08%, semiconductors fell 2.07%, publishing fell 1.81%, and agricultural product processing fell 1.79%. In the agricultural direction, the Jinjian rice industry declined by 9.28%, and Wanxiang Denong fell 6.20%; in the battery sector, Zizhu Hi-Tech and Shidai Wanheng both fell to a standstill; in the publishing sector, Publishing Media and New Classic Morning Sale fell to a standstill, and the declines narrowed to about 6% and 8% respectively at the end of the day; Rongfeng Holdings in the real estate sector fell to a standstill. In the semiconductor direction, Changxin Technology fell 7.77%. Overnight, the Philadelphia Semiconductor Index fell for the eighth consecutive trading day, and the Science and Technology Innovation 50 Index closed down 2.17% on the same day.