Author：Wall Street CN

A-share memory chip stocks continued to rise after Samsung Electronics announced that DRAM contract prices would rise again by 30% quarter-on-quarter in the second quarter. Consumer electronics stocks were active during the session, with foldable screen stocks leading the gains, following media reports that Foxconn had already begun trial production of Apple's foldable iPhone.

On April 7th, A-shares opened higher with fluctuations, with all three major indices rising collectively in early trading. The ChiNext index once surged by over 1%, with the petrochemical sector leading the gains, and chemical raw materials and chemical fibers also rising sharply. Memory chips and lithium batteries were active during the session, while pharmaceutical stocks saw a collective correction. In the bond market, treasury bond futures showed mixed performance, with the 30-year main contract rising. In commodities, domestic commodity futures diverged, with container shipping indices, fuel oil, and crude oil leading the gains, while polysilicon fell. Core market trends:

A sharesAs of press time, the Shanghai Composite Index rose 0.47%, the Shenzhen Component Index rose 0.65%, and the ChiNext Index rose 0.61%.

Hong Kong stocksThe market is closed today.

bond marketTreasury bond futures traded mixed. As of press time, the 30-year main contract rose 0.26%, the 10-year main contract was unchanged, the 5-year main contract fell 0.03%, and the 2-year main contract fell 0.01%.

commodityDomestic commodity futures generally rose. As of press time, container shipping index and fuel oil rose nearly 3%, asphalt, rubber, and lithium carbonate rose more than 1%, and copper, crude oil, iron ore, caustic soda, aluminum, coking coal, silver, and nickel rose. Rebar, hot-rolled coil, industrial silicon, platinum, pulp, manganese silicon, gold, soybean meal, coking coal, and eggs fell. Alumina, tin, glass, and palladium fell more than 1%, polysilicon fell more than 3%, and rapeseed fell more than 4%.

10:07

The chemical sector continued its upward trend, with large-scale refining and organosilicon sectors leading the gains. Hesheng Silicon Industry and Sanfangxiang hit their daily limit, while Dongyue Silicon Material, Xin'an Chemical, Youfu Chemical, Hengyi Petrochemical and other stocks also hit their daily limit. Guangkang Biochemical, Shenma Industry, Sibao Technology and Luxi Chemical were among the top gainers.

09:52

The memory chip concept stocks rebounded in the morning session, with Tongyou Technology rising by more than 10%, and Baiwei Storage, Demingli, Weice Technology, and Puran Shares following suit.

In terms of news, after raising DRAM contract prices by 100% in the first quarter of this year, Samsung Electronics is expected to raise DRAM contract prices again by 30% quarter-on-quarter in the second quarter. Samsung Electronics has confirmed that it completed price negotiations with major customers and signed supply contracts by the end of March. The 30% increase in DRAM contract prices covers HBM needed for AI chips, and general-purpose DRAM needed for PCs and smartphones.

09:51

The lithium battery sector fluctuated and strengthened, with Nord and Blue Energy hitting the daily limit, Boliwei rising by more than 10%, and Penghui Energy, Jiayuan Technology, Defu Technology, and Shidai Wanheng rising by more than 5%.

09:49

The ChiNext index rose over 1%, the Shanghai Composite Index rose 0.5%, and the Shenzhen Component Index rose 0.92%. Sectors such as organosilicon, copper foil, batteries, and chemicals led the gains, with over 4,200 stocks rising across the Shanghai, Shenzhen, and Beijing stock exchanges.

09:41

A-share innovative drug concept stocks plummeted, with Haiwang Bio hitting the daily limit down, Rongchang Bio falling by more than 10%, and Guang Shengtang, Rundu Pharmaceutical, 3SBio, Shuanglu Pharmaceutical, Haite Bio, and many other stocks falling by more than 6%.

09:39

The fiber optic concept stocks continued to strengthen, with Huiyuan Communication hitting three consecutive daily limit-ups, Tongding Interconnect and Huamai Technology also hitting their daily limit-ups, and Tongguang Cable, Zhongtian Technology and Changyingtong among the top gainers.

In terms of news, as of April 6, 2026, the global fiber optic market price surge driven by AI data center construction and geopolitical demand has been further confirmed. The latest data shows that the price of G652.D fiber optic cable in the Chinese market has increased by more than 400% from its low point last year. Institutions predict that the global supply and demand gap will widen to 15% in 2026-2027.

09:34

Cross-border payment concept stocks fluctuated and rose, with Cuiwei Co., Ltd. hitting the daily limit for two consecutive days, and Sifang Jingchuang, Chutianlong, Lakala, Yuyin Co., Ltd. and CNPC Capital following suit.

According to data from the website of the Cross-border Interbank Payment and Clearing Corporation Limited, the average daily transaction volume of the RMB cross-border payment system reached 920.5 billion yuan, the highest in the past 12 months, and on April 2, the daily transaction volume further increased to 1.22 trillion yuan.

09:33

In the morning session, the organosilicon concept stocks rallied across the board, with Dongyue Silicon Material hitting the 20cm daily limit, and Siliconbao Technology, Xin'an Chemical, Chenguang New Material, and Hesheng Silicon Industry following suit.

09:27

Consumer electronics stocks opened actively, with foldable screen stocks leading the gains. Furong Technology hit the daily limit, Yian Technology rose more than 9%, and many other stocks such as Zhidongli, Jingyan Technology, Liande Equipment, Anjie Technology, and Dafu Technology opened higher.

According to media reports, sources within the industry chain have revealed that Foxconn has begun trial production of Apple's foldable iPhone.

09:21

The Shanghai Composite Index opened 0.1% higher, while the ChiNext Index rose 0.42%. Stocks related to Apple, industrial gases, memory chips, semiconductor materials, HBM, and lithium mining led the gains; while stocks related to phosphorus chemicals, photovoltaics, CPO, and gold weakened.

09:01

Commodity futures opened with ethylene glycol futures rising over 5%, methanol over 4%, polypropylene and plastics over 3%, container shipping to Europe futures, paraxylene and styrene over 1%, and polysilicon over 2%.