2 1 Shi Ji Jing Ji Bao Dao·2025-08-26 03:53Market Overview - The A-share market opened lower on August 26 but rebounded by midday, with the three major indices showing slight increases: Shanghai Composite Index up 0.11%, Shenzhen Component Index up 0.73%, and ChiNext Index up 0.21% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.68 trillion yuan, with over 3,300 stocks rising [1] Sector Performance - The gaming, pork, and Huawei Ascend sectors saw significant gains, while rare earth permanent magnets and banking sectors experienced declines [2] - The pork sector showed strong performance, with Muyuan Foods (002714) nearing a trading limit, following a trading limit for Aonong Biological (603363) and gains for Jingji Zhino (000048) and Lihua Stock (300761) [2][3] Pork Industry Insights - The average pork-to-grain price ratio in China has dropped below 6:1, entering a warning zone as per the National Development and Reform Commission's monitoring [4] - To stabilize the pork market, the National Development and Reform Commission plans to conduct central frozen pork reserve storage, with 10,000 tons announced on August 25 [4] Rare Earth Sector Analysis - The rare earth permanent magnet sector experienced significant adjustments, with Baotou Steel (600010) and Northern Rare Earth (600111) both declining over 5% [6] - The recent release of the "Interim Measures for Total Control Management of Rare Earth Mining and Separation" indicates the beginning of supply-side reforms in the rare earth industry [8] - Increased exports of magnetic materials in July and the anticipation of a seasonal peak suggest a continued upward trend in prices, with expectations for both valuation and performance improvements in the rare earth sector [8]