China’s unified market concept stocks experienced a sudden surge in afternoon trading, with Ningbo Ocean (601022) soaring by the 10% daily limit and Nanjing Port (002040) maintaining its earlier limit-up position. Feilida (300240) led gainers with an over 10% jump, while sector peers including Huaguang Yuanhai, Bonded Technology (600794), and Xinning Logistics (300013) all posted significant gains.
The rally appears driven by renewed policy expectations following recent State Council guidelines aimed at strengthening national market integration. Port and logistics stocks particularly benefited, with Nanjing Port extending its gains on speculation about increased regional cargo volume targets. Analysts note the unified market initiative could significantly reduce interprovincial trade barriers, potentially boosting efficiency for logistics operators.
Trading volumes in the sector expanded markedly compared to morning levels, suggesting fresh institutional interest. The momentum follows weeks of underperformance for transportation infrastructure stocks, with today’s movement potentially signaling a rotation into policy-sensitive value plays amid ongoing market volatility.
Related topics：
