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As the morning market was closing, A shares suddenly changed.

Starting from 11:15, CSI 1000 ETFs collectively increased their trading volume.As of the morning close, Southern CSI 1000 ETF (512100) and Huaxia CSI 1000 ETF (159845) both had turnover of over 500 million yuan, 796 million yuan and 564 million yuan respectively. Among them, the turnover of Huaxia CSI 1000 ETF (159845) has exceeded the whole day yesterday. In addition, GF CSI 1000 ETF (560010) and Fuguo CSI 1000 ETF (159629) also increased significantly, and their turnover exceeded the whole day yesterday.

In the past, similar periods of time often saw a large increase in the volume of the CSI 300 ETF. What signal does this change send?

Looking back at the beginning of this year, influenced by the market style, the trading of weighted ETFs such as CSI 300 was active, and the daily trading volume of many "popular funds" once exceeded 10 billion yuan. However, on February 5, this style preference suddenly changed, and the CSI 500 ETF, CSI 1000 ETF, and ChiNext ETF increased significantly. The Shanghai Composite Index rebounded after hitting the bottom on February 5.

The Big Four Banks hit a new record high

This morning, the share prices of Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China and China Construction Bank all hit new historical highs. The share prices of Bank of Communications and Postal Savings Bank also hit new highs.

At the same time, the "three oil barrels" rose collectively, led by Sinopec, which rose 3.48% in the morning. China Shenhua, China Mobile, China Life and other stocks also rose.

The market ushered in a "28 market". As of the morning closing, more than 4,000 stocks fell, with the Shanghai Composite Index down 0.36%, the Shenzhen Component Index down 0.85%, and the ChiNext Index down 0.62%.

The leader of the trillion-dollar market suddenly soared

This morning, Longi Green Energy staged a rare scene during the trading session. At around 10:45, Longi Green Energy suddenly exploded, rising straight from a drop of nearly 2%. In less than a minute, the stock price rose by nearly 4%. King Kong Photovoltaic, Lushan New Materials, Foster and other stocks followed suit. At the close of the morning, Longi Green Energy rose by 2.39%, and the latest market value was 100.8 billion yuan.

According to reports, Longi Green Energy officially released the price of its silicon wafers, with N-G10L priced at 1.15 yuan per piece and N-G12R priced at 1.3 yuan per piece, an average increase of 5 cents per piece. Longi Green Energy said that the price adjustment of the silicon wafer industry aims to push the industry out of the quagmire of low-price competition and return to a healthy competitive environment.

Does this mean that the turning point of the photovoltaic industry has come?

Industry insiders said that on the one hand, with the adjustment and recovery of the demand side, the demand for silicon wafers from downstream manufacturers has increased, which has given silicon wafer manufacturers the confidence to raise prices; on the other hand, the photovoltaic industry has obvious cyclical characteristics. After a long period of price decline and industry lows, silicon wafer prices are expected to rise.

Monkeypox concept surges

This morning, monkeypox concepts surged, with Haichen Pharmaceutical, Hopeful China, Asia Pacific Pharmaceutical and other stocks leading the gains.

On the news front, CCTV News reported that the World Health Organization has classified the monkeypox outbreak as an "international public health emergency" this month, and there is a risk of the outbreak spreading. On August 26, the World Health Organization launched a global strategic preparedness and response plan to prevent the spread of monkeypox between people through coordinated efforts at the global, regional and national levels.

According to reports, the plan covers six months from September 2024 to February 2025, and is expected to require $135 million in response funds. To meet the needs of implementing the plan, WHO will issue a fundraising appeal. The plan is based on temporary and long-term recommendations issued by the WHO Director-General, focusing on implementing comprehensive surveillance, prevention, preparedness and response strategies; advancing research and equitable access to medical countermeasures such as diagnostic tests and vaccines; minimizing animal-to-human transmission; and enhancing the ability of communities to actively participate in epidemic prevention and control. WHO headquarters and regional offices have established event management support teams and significantly increased staff to affected countries.

In addition, on August 26, local time, the Argentine Ministry of Health reported that 10 cases of monkeypox have been confirmed in the country since 2024, including 5 cases in the capital Buenos Aires. On August 26, local time, the Philippine Ministry of Health said that 2 new cases of monkeypox were confirmed in the capital Manila, which means that the total number of confirmed monkeypox cases in the country since 2022 has risen to 12.

Liquor and other consumer stocks fall back

This morning, the liquor sector continued its adjustment trend, with Shunxin Agriculture, Jinzhongzi Liquor and other stocks leading the decline.

Ping An Securities said that judging from the interim reports released by liquor companies, there is a clear trend of differentiation, and leading companies in various price segments have performed better. Looking ahead, the wholesale prices of major famous and high-quality liquors are stable, inventory is healthy, and the Mid-Autumn Festival and National Day are expected to transition smoothly. It is recommended to pay attention to the opportunity to cover positions under low valuations. Three main lines are recommended: first, high-end liquor with strong demand; second, sub-high-end liquor with continuous nationalization; third, local liquor leaders whose main products are in the expansion price band.

In addition, consumer sectors such as home appliances, clothing and home textiles, and food are weak. Huanlejia fell more than 7%. On the evening of August 26, Huanlejia released its 2024 semi-annual report. The announcement showed that the company achieved operating income of 945 million yuan in the first half of the year, a year-on-year increase of 3.64%; net profit attributable to the parent company was 82.4542 million yuan, a year-on-year decrease of 36.44%.

Hisense Visual Technology's stock price hit the daily limit yesterday and fell 3.1% this morning. Hisense Visual Technology's 2024 semi-annual report shows that the company achieved operating income of 25.461 billion yuan in the first half of the year, a year-on-year increase of 2.36%; net profit attributable to shareholders of listed companies was 834 million yuan, a year-on-year decrease of 19.56%.

The dairy industry was the strongest performing sector among consumer stocks this morning, with stocks such as Western Animal Husbandry, Maiquer, and Tianrun Dairy rising sharply.