# PERIC Special Gases

Tech Sovereignty and Regulatory Discipline: Inside China’s Bipolar H1 2026 Stock Rally

China’s A-share market in H1 2026 was defined by a massive surge in semiconductor and AI-related stocks, contrasted by a sharp decline in consumer sectors and the collapse of speculative 'junk' stocks. The data reflects a strategic concentration of capital into technology firms that support China's industrial self-reliance goals.