The Shanghai Composite Index rose 0.57% on August 6th, closing at a session high, while the Shenzhen Component Index fell 0.24% and the ChiNext Index dropped 0.55%. The STAR Composite Index gained 1.25%. Total market turnover stood at 2.5475 trillion yuan, shrinking by 132.4 billion yuan from the previous trading day, with more than 2,700 stocks advancing.

The coal sector strengthened broadly, with Hao Hua Energy Resources Co., Ltd., Huaibei Mining Holdings Co., Ltd., Pingdingshan Tianan Coal Mining Co., Ltd., and Yankuang Energy Group Company Ltd. all hitting their daily price limits. The electronic specialty gases theme gained momentum during the session, with Hubei Heyuan Gas Co., Ltd. posting its second consecutive daily limit up, and Zhongji Innolight Co., Ltd. surging 20% to its daily limit. The PCB sector rebounded, with Baoding Technology Co., Ltd. achieving a 4-out-of-5-day gain pattern and Kinwong Electronic Co., Ltd. hitting the limit up. The pharmaceutical commercial sector was active, with People's Tongtai Pharmaceutical Co., Ltd. and He Fu China Co., Ltd. both reaching their daily limits. On the downside, the electric power sector led losses, with Liyuan Energy Co., Ltd. approaching a limit-down.

The electronic specialty gases theme continued to strengthen throughout the session, with Hubei Heyuan Gas Co., Ltd. achieving a second consecutive daily limit up. Zhongji Innolight Co., Ltd. surged 20% to its daily limit in the afternoon, briefly opened, and then locked in the limit up near the close, achieving a 2-consecutive-day gain. The stock closed at 27.85 yuan per share, with a market capitalization of 41.142 billion yuan. Public information shows that Zhongji Innolight Co., Ltd. is primarily engaged in the research, development, production, and sales of electronic wet chemicals, specialty electronic gases, and precursor materials. It is one of the few domestic companies capable of producing all three product categories simultaneously. The advancement of HBM, 3D NAND, and advanced manufacturing processes is increasing the consumption of wet electronic chemicals, specialty gases, and precursors per unit of wafer area, leading to price increases for key materials like tungsten hexafluoride.

Previously, during an institutional survey, CSSC (Zhongchuan) Special Gas Co., Ltd. indicated that tungsten hexafluoride, as a critical consumable in memory chip manufacturing processes, is seeing sustained growth in downstream customer capital expenditure. This is driven by the increasing demand for AI-powered storage and the rapid development of advanced technologies like HBM, with market demand expected to maintain rapid growth. Near the close, the fluorochemicals sector saw an unusual rally, with Do-Fluoride Chemicals Co., Ltd. hitting the daily limit up. Do-Fluoride Chemicals Co., Ltd. recently disclosed in its investor relations activity record that its global market share for lithium hexafluorophosphate is approximately 20%. Benefiting from downstream demand from new energy vehicles and energy storage, both volume and pricing have seen a significant year-on-year recovery. The company has built a complete vertical industrial chain from hydrofluoric acid to lithium batteries, providing it with a structural cost advantage. Do-Fluoride Chemicals Co., Ltd. expects its net profit attributable to shareholders of the parent company for the first half of 2026 to be between 450 million and 560 million yuan, a year-on-year increase of 776.68% to 990.98%. This growth is primarily attributed to the recovery of lithium hexafluorophosphate volumes and prices, as well as a substantial increase in production and sales of the new energy battery business.