Global Semiconductor LOF hit its daily trading limit down, while Crude Oil LOF and Silver LOF suffered sharp declines! New delisting rules for LOFs have been introduced, requiring two categories of LOFs to be delisted by the end of 2027 at the latest.

On Monday's early trading session, multiple previously high-premium LOFs suddenly plunged. Global Chip LOF hit the daily trading limit down, yet its premium remained elevated at 18%; on May 27 of this year, its premium peaked at 47.86%. Guotou Silver LOF dropped more than 6% intraday, with its premium also falling below 18%—this fund had reached a premium as high as 109.92% on February 2, 2026. Additionally, three crude oil-related LOFs declined by over 7%. The market turbulence may be linked to a significant regulatory proposal released over the weekend: the Shanghai and Shenzhen stock exchanges jointly issued a draft for public comment on new delisting rules for LOFs, specifying mandatory delisting scenarios for two categories of products, directly targeting exchange-traded

Gelonghui FinanceAug 10 14:57

报告:全球电动汽车动力域及关键半导体进展

Aug 5 15:22

ETF Midday Review | CSI STAR 50 Index rises 5%, semiconductor sector surges again; STAR Semiconductor ETF and Semiconductor Equipment ETF gain over 9%

Gelonghui, August 5 | All three major A-share indexes rose collectively in the morning session. As of midday, the Shanghai Composite Index gained 1.34%, the Shenzhen Component Index rose 1.56%, the ChiNext Price Index increased by 0.89%, and the STAR 50 Index surged 5.18%. Total market turnover reached RMB 1.7025 trillion, up RMB 332.9 billion from the previous day, with more than 3,900 stocks advancing across the market. Among sectors and themes, electronic chemicals, MLCC (Multilayer Ceramic Capacitor) concept, precious metals, minor metals, and memory chip sectors led the gains; while oil and gas exploration and services, banking, baijiu (Chinese liquor), traditional Chinese medicine, and pharmaceutical retail sectors posted the largest declines. The entire semiconductor industry chain rallied strongly, with related ETFs leading the market gains significantly. Huang

Gelonghui FinanceAug 5 11:36

2026北京独角兽全景报告:AI、半导体、商业航天三大赛道领跑

Aug 3 07:00

21张图看懂半导体存储及历史周期:深度解读存储到底是什么?图文收藏版

Aug 2 21:10

ETF Market Recap | A-share market turned positive in the afternoon, with the Shanghai Composite Index reclaiming the 3,800 level; trading volumes of the STAR 50 ETF and ChiNext ETF both exceeded RMB 10 billion again

Gelonghui, July 29 — As of market close, the Shanghai Composite Index rose 0.40% to 3,828.47 points, the Shenzhen Component Index gained 1.10% to 13,658.44 points, and the ChiNext Price Index advanced 1.55% to 3,378.70 points. Combined trading volume across the three markets reached RMB 2.3117 trillion, an increase of RMB 272.5 billion from the previous trading day. More than 4,200 stocks advanced across the market. Consumer-related sectors strengthened, with dairy, education, and retail leading the gains; brokerages, real estate, and steel ranked among the top-performing sectors, while lithium batteries, fintech, online gaming, and new energy vehicles saw active trading. The semiconductor and computing hardware supply chains continued to adjust downward. Over 4,200 stocks rose today.

Gelonghui FinanceJul 29 15:12