China A-Shares Sept 15: Wind/Solar and Semis Lead Gains; High-Fliers Hit Limit-Down

China A-Shares Sept 15: Wind/Solar and Semis Lead Gains; High-Fliers Hit Limit-Down

The Quick Take

China’s A-share market on September 15 saw a pronounced rotation between industrial tech and consumer cyclicals, with wind power equipment, glass fiber, semiconductor storage, and copper foil stocks leading gains while tourism, retail, and cinema sectors gave back ground. Three deeply overvalued names — with positive price deviations of 59% to 103% above fair value — hit the daily limit-down circuit, signalling that valuation-correction dynamics remain active alongside growth-sec

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