The Zhitong Finance App learned that on October 28, the three major A-share indices collectively opened higher. After rushing higher in early trading, they fell for a while, then fluctuated and strengthened again. The market showed a pattern of “generally rising indices, leading growth, and differentiation of weights”. By the midday close, the Shanghai Index rose 0.72% to 3674.44 points, the Shenzhen Index rose 1.99% to 11470.03 points, the GEM index rose 3.00% to 2624.64 points, and Science Innovation 50 rose 2.51%. Nearly 4,500 individual stocks rose in the Shanghai and Shenzhen markets. The Shanghai and Shenzhen markets traded 1013.6 billion yuan in half a day, an increase of 143.7 billion yuan over the previous trading day. In terms of capital, according to market capital monitoring, the chip concept received a net inflow of 14.896 billion yuan from the main capital, and a net inflow of 13.396 billion yuan for the robot concept.
Overview of the plate
On the upward side, the gains in the direction of speed reducers, machine tools, magnetic materials, and humanoid robots were the highest, while the semiconductor and automation equipment sectors strengthened simultaneously; on the downside, the liquor and banking sectors registered the highest declines, while the insurance and shipping port sectors showed a slight correction. Overall, the half-day transactions between the two markets increased significantly compared to the previous trading day. Capital flows concentrated on the robotics industry chain and the growth direction of technology such as semiconductors, while consumer weights such as liquor experienced capital outflows, with individual stocks rising and falling less.
Popular sections
1. The humanoid robot concept strengthened across the board
The humanoid robot concept was boosted in the intraday. Xiangyang Bearing has 5 consecutive boards, Guangyang Co., Ltd. has 3 boards, Wanxiang Qianchao has 3 boards, double ring transmission, Zhaowei Mechatronics, Wuzhou Xinchun, Zhejiang Rongtai, Ningbo Dongli rose and stopped, Henggong Precision, Hengfeng Tools, Amperon, and Dern Precision rose and stopped 20%, Fulai New Materials recorded an increase of 5 boards in 8 days, and Yushu Technology rose more than 12%. The concept index rose 5.11% in half a day.
Comment: According to news, on October 27, the Shanghai Economic and Information Technology Commission issued the “Shanghai Action Plan to Accelerate the Development of Next-Generation Intelligent Manufacturing” (Shanghai Economic and Credit System (2026) No. 662, document submitted on October 22), which proposes to promote 8,000 humanoid robots into factories by 2028, with a density of 600 units/10,000 people, supporting innovative breakthroughs such as humanoid robots, collaborative robots, and high-precision heavy-duty robots, and developing and promoting physical AI equipment with autonomous sensing and decision-making capabilities.
2. Variable growth in the industrial mother machine sector
The industrial mother machine concept rose 4.83% in half a day. Shenyang's machine tool and construction industries rose and stopped, Qiao Feng Intelligence rose more than 15%, and Changying Precision, Weihong Co., Ltd., Huachen Equipment, and Guosheng Intelligence followed suit.
Comment: According to the news, the “Action Plan” mentioned above also proposes speeding up the iterative upgrading of industrial mother machines such as AI-enabled ultra-precision grinding machines, large five-axis machines, and high-speed double five-axis mirror milling. Furthermore, according to Sina Finance, the desktop 5-axis CNC machine tool WM-100 developed by the Chinese team went live on an overseas crowdfunding platform in 40 minutes and raised over 1 million dollars, reaching 2.2 million US dollars in 12 hours.
3. The semiconductor and memory chip sector rebounded sharply
The semiconductor sector rose 3.67% in half a day, with an intraday high of 4.27%. Fuhanwei rose and stopped 20%, Biyiwei rose and stopped 20%, Junzheng shares rose more than 15%, and Lanqi Technology rose more than 6%.
Comment: According to the news, Fuhanwei disclosed its three-quarter report on the evening of October 27. In the first three quarters, it achieved operating income of 2,554 billion yuan, a year-on-year increase of 123.94%, and net profit to mother of 775 million yuan, an increase of 845.02%; Junzheng Co., Ltd. achieved operating income of 7.102 billion yuan, an increase of 106.66% year on year in the first three quarters, and net profit of 2,616 billion yuan, an increase of 922.95% year on year. Guo Lu, CEO of SK Hynix, said at the earnings conference that in the next three years until 2029, its DRAM and HBM production capacity will actually be almost sold out.
4. Active expression of the short drama concept
The film and television cinema sector rose 2.45% in half a day, cultural media rose 2.31%, Guomai Culture rose 20%, Palm Reading Technology rose and stopped, Cultural Investment Holdings rose 2 times in a row, Chinese online rose more than 7%, and Mango Supermedia rose more than 6%.
Comment: According to the news, according to a report by the Financial Federation, QuestMobile data shows that as of August 2026, the number of monthly active users of the Tencent Green Bubble Short Program reached 143 million, and the number of weekly active users in the first week of October reached 89.68 million, an increase of 44.1% over the first week of September.