Market Overview - The Shanghai and Shenzhen stock indices opened slightly higher on May 28, with a mixed performance throughout the morning session, leading to a slight overall increase by midday [1] - The Shanghai Composite Index closed at 3342.93 points, up 0.07%, with a trading volume of approximately 250.3 billion yuan; the Shenzhen Component Index closed at 10025.31 points, down 0.04%, with a trading volume of about 402 billion yuan [1] Sector Performance - The controllable nuclear fusion sector showed a strong recovery after a slight adjustment in the previous trading day, leading the market [1] - The agricultural chemicals sector opened high but fell back, while the unmanned driving sector also experienced a pullback [1] - Significant gains were observed in the medical waste treatment, warehousing logistics, combustible ice, coal, and food and beverage sectors [1] - The pet economy, seed industry, and CRO concepts saw the largest declines [1] Investment Outlook - CITIC Securities forecasts a bull market for Chinese equity assets over the next year, with a significant shift in market style expected from mid-2025, moving from small-cap stocks to core assets [2] - Huatai Securities emphasizes the ongoing consumer recovery, suggesting three main stock selection themes focused on large-cap leaders, new consumption trends in food and beverage, and companies benefiting from cost reductions and efficiency improvements [2] Industry Insights - According to CITIC Jiantou, the total demand for molybdenum iron steel in May is projected at 11,300 tons, with a cumulative demand of 51,800 tons from January to April, reflecting an 8.1% increase year-on-year, indicating a robust upgrade in China's manufacturing sector [3] - The National Data Bureau is developing policies to foster a nationwide integrated data market, aiming to enhance the market's ecological development and accelerate data market construction [4] Travel and Transportation - During the Dragon Boat Festival holiday, the average daily inbound and outbound passenger flow at national ports is expected to reach 2.15 million, a 12.2% increase compared to the previous year [5] - The C919 aircraft has achieved over 2 million passengers in its two years of commercial operation, with 18 aircraft delivered and 24 routes opened [6]
午评：沪指窄幅震荡微涨 可控核聚变板块再度领涨
Xin Hua Cai Jing·2025-05-28 04:14