A股午后拉升！科创板异动

Market Overview - A-shares experienced a slight increase with the Shanghai Composite Index closing at 3388.81 points, up 0.04%, while the Shenzhen Component Index rose 0.24% to 10175.59 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 12,219 billion yuan, a decrease of approximately 150 billion yuan from the previous day [1] Sector Performance - The real estate, pharmaceutical, brokerage, and insurance sectors saw declines, while the semiconductor sector showed strong performance with stocks like Daway Co. and Yuanjie Technology rising significantly [1] - The PCB (Printed Circuit Board) sector experienced a notable surge, with stocks such as Yihua New Materials and Kexiang Co. hitting the 20% limit up [4][5] - The military trade sector was active, with stocks like Great Wall Industry and Huachuang Technology reaching their daily limit [6] PCB Sector Insights - The PCB sector is benefiting from a recovery in downstream demand, particularly in high-end and multi-layer PCBs, with global market growth rates projected at 41.7% and 10.4% respectively by 2025 [5] - Domestic PCB manufacturers are expected to gain market share in high-end segments due to prior technological advancements and increased product competitiveness [5] Military Trade Sector Insights - The military trade sector has seen significant stock price increases since the India-Pakistan conflict, with expectations for further growth in related industries such as missiles and ammunition [7][8] - Analysts predict that the military industry will experience a turning point in orders, driven by new technologies and market directions stemming from military trade and technology conversion [8][9]