The third session of the 'Suhé Wealth Dialogue' in 2026 was successfully held, exploring new pathways for financial empowerment of consumption upgrading.
On June 17, the third session of the 'Suzhou River Wealth Dialogue' in 2026 was held at the Jing'an International Reception Hall in Shanghai. Capitalizing on the peak consumption period in June, this session focused on the theme 'Financial Empowerment: Cultivating a Diversified Consumption Ecosystem.'
The three major A-share indices rose amid volatility, with AI hardware stocks rallying again and PCB stocks continuing to surge; Hong Kong-listed stocks diverged, with most tech and internet stocks advancing, and MINIMAX soaring over 8%.
The PCB concept continued its strong performance, with Huazheng New Materials achieving a third consecutive daily trading limit and hitting a new all-time high. Shengyi Technology, Nanya New Materials, Honghe Technology, Shandong Fiberglass, Sinoma Science & Technology, and China Jushi followed with gains. Shen Nan Circuit, a popular stock in the PCB sector, reached its daily trading limit during the session, setting a new record high in share price and surpassing a total market capitalization of RMB 300 billion. Apple-related stocks listed in Hong Kong also strengthened; as of the time of writing, Sunny Optical rose 8%, AAC Technologies gained 3%, and Goertek and Qtech each advanced 2%.
Computing power hardware and materials continue to strengthen, and short-term divergence in the technology sector may gradually widen.
Track the entire lifecycle of the mainline sector.
From 'Products Going Global' to 'Rooted in Africa': Chinese Technology Empowers a New Era of Sino-African Industrial Symbiosis
① Chinese enterprises have progressed from exporting goods to making overseas investments, shifting from consumer goods to intermediate goods, and evolving from manufacturing-led internationalization to technology-driven expansion, entering a new stage of development. ② As a key region for China’s Belt and Road Initiative, Africa is increasingly becoming a blue-ocean market for Chinese companies seeking international growth. ③ Chinese enterprises operating in Africa will also transition toward models emphasizing greater technological integration and long-term returns, requiring them to adapt proactively and adopt more strategic, forward-looking approaches.
Countdown: 1 day! Agenda and distinguished speakers unveiled for the third Suhe Wealth Dialogue event
The event will be held in Jing'an District on June 17, focusing on the theme 'Financial Empowerment: Cultivating a Diversified Consumer Ecosystem.' Interested participants are invited to scan the QR code at the end of the article to register.
Buying the wrong assets means it's a bear market—many well-known fund managers overseeing over RMB 10 billion in assets are still recording losses this year.
① Yan Siqian’s Penghua Manufacturing Upgrade Mixed Fund A has posted a year-to-date return of -25.51%; Liu Yanchun’s Invesco Great Wall Emerging Growth Mixed Fund A has recorded a year-to-date return of -14.65%. ② Zhang Kun’s E Fund Blue Chip Select Mixed Fund and E Fund High-Quality Enterprises Three-Year Holding Period Mixed Fund have delivered year-to-date returns of -16.15% and -15.09%, respectively.