Market Overview - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index up 0.11%, the Shenzhen Component Index up 0.26%, and the ChiNext Index up 0.31% [1] - The total market turnover reached 100.26 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2900 stocks rising [1] Sector Performance - The military industry, diversified finance, solid-state battery, and CPO concept stocks led the gains, while innovative drugs, oil and gas extraction, and complete automobile sectors experienced declines [4] - The military sector saw a significant surge, with nearly 20 stocks hitting the daily limit, including Zhongguang Fanglei (300414) and Juyi Suoju (002342) [4] - The diversified finance sector continued its strong performance, with stocks like Ruida Futures (002961) and Hongye Futures (001236) also hitting the daily limit [4] - Solid-state battery concept stocks were active again, with Zhonglun New Materials (301565) hitting the daily limit and several others also performing well [4] Notable Stocks - The strongest performing stocks included: - 6 consecutive limit-up: Xingye Co., Ltd. (603928) [5] - 5 consecutive limit-up: Xintonglian (603022) [6] - 4 consecutive limit-up: Jida Zhengyuan (003029) [7] - 3 consecutive limit-up: Hongye Futures, Heli Tai (002217), and others [8] Hot Sectors - The military sector ranked as the top hot sector with 17 stocks hitting the daily limit and 10 stocks on consecutive limit-up streaks [9] - The new energy vehicle sector followed, with 15 stocks hitting the daily limit [10] - The Huawei concept sector also showed strength, with 13 stocks hitting the daily limit [11] Sector Insights - In the diversified finance sector, 40 institutions have been approved to provide virtual asset trading services, including Tianfeng Securities and others [14] - The military sector may see increased speculation due to geopolitical tensions, as comments from former President Trump suggest potential conflicts between Israel and Iran [15] - The solid-state battery sector is gaining attention with the launch of the vivo X Fold5, which features advanced battery technology [16]
A股午评：创业板指半日涨0.31%，军工板块再度集体爆发