news flash·2025-06-12 03:32Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up 0.07%, the Shenzhen Component Index up 0.05%, and the ChiNext Index up 0.50%. The North Exchange 50 Index fell by 0.38%. The total market turnover for the half-day was 793.7 billion yuan, a decrease of 16.2 billion yuan compared to the previous day, with over 2,200 stocks rising across the market [1]. Sector Performance - The rare earth permanent magnet, quantum technology, nuclear power, and automotive parts sectors saw significant gains, while the agriculture and pork sectors experienced declines [2]. - The rare earth permanent magnet sector continued to surge, with Beikong Technology (600980) achieving a four-day limit-up, and Huayang New Materials (600281) and Ningbo Yunsheng (600366) hitting the daily limit [2]. - The quantum technology concept also performed well, with Geer Software (603232) and Dongxin Peace (002017) reaching the daily limit [2]. - The automotive parts sector strengthened, with companies like Disengli (603335), Yingli Automotive (601279), and Xishanghai (605151) hitting the daily limit [2]. - The port and shipping concept declined, with Lianyungang and Ningbo Shipping (600798) dropping over 5% [2]. Stock Highlights - Notable stocks with consecutive limit-ups include Beikong Technology and Suzhou Longjie, both achieving four consecutive limit-ups [4]. - Companies with three consecutive limit-ups include Kanghui Pharmaceutical (603139), while several others achieved two consecutive limit-ups [5]. Emerging Trends - The artificial intelligence sector is currently a strong focus, with 10 companies hitting the daily limit and two stocks with consecutive limit-ups, including Yuanlong Yatu and Xinbeiyang [6]. - The Huawei concept also saw 10 companies hitting the daily limit, with four stocks achieving consecutive limit-ups, including Hars and Quanfeng Automotive [7]. - The new energy vehicle sector had 10 companies hitting the daily limit, with six stocks achieving consecutive limit-ups, including Ningbo Yunsheng and Meichen Technology [8]. Specific Industry Insights - The automotive parts sector is benefiting from car manufacturers committing to a payment period of no more than 60 days, which includes major companies like BYD, FAW, Dongfeng, and others [10]. - The AI glasses market is experiencing explosive growth, with sales volume increasing over eight times year-on-year. The global shipment of smart glasses is projected to reach 12.8 million units by 2025, with a year-on-year growth of 26%, and the Chinese market expected to exceed 2.75 million units, growing by 107% [12].