A股午评：沪指窄幅震荡半日涨0.21%，银行板块集体反弹

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.21%, while the Shenzhen Component and ChiNext Index fell by 0.32% and 0.58% respectively, as of midday trading [1] - Total market turnover reached 981.3 billion yuan, an increase of 48.7 billion yuan compared to the previous day, with over 3,400 stocks declining [1] Sector Performance - The semiconductor industry chain saw a collective rise, with photolithography machines and advanced packaging leading the gains. Notable stocks included Kai Mei Te Qi (涨停) and Xu Guang Electronics (涨停) [1] - The power sector experienced an initial surge, with Huadian Liaoning Energy (涨停) and Huayin Power (涨停) hitting the upper limit [1] - The innovative drug sector was active, with Guizhou Bailin (涨停) and Seli Medical (涨停) also reaching the upper limit [1] - The banking sector rebounded collectively, with Shanghai Pudong Development Bank and China Construction Bank reaching historical highs [1] - The diversified financial sector faced adjustments, with Hongye Futures (跌停) and other stocks like Nanhua Futures and Yong'an Futures showing significant declines [1] - Digital currency concept stocks continued to decline, with Jingbeifang (跌停) and other stocks like Jida Zhengyuan and Youbuxun experiencing drops [1] Notable Stocks and Trends - Chengbang Co., Ltd. achieved a four-day consecutive limit-up [2] - Jihua Group and several other stocks recorded three consecutive limit-ups [3] - The "specialized, refined, and new" sector saw 11 stocks hitting the upper limit, with Jihua Group and Xuedilong as representatives [4] - The chip concept sector had 10 stocks hitting the upper limit, with Chengbang Co., Ltd. and Xuedilong leading [5] - The military industry sector also had 10 stocks hitting the upper limit, with Jihua Group and Sichuan Chuangxin Electronics as key representatives [6] IPO Activity - Multiple "unicorn" and "little giant" companies have had their IPO applications accepted by the Shanghai Stock Exchange, including Moer Thread and Muxi Co., Ltd. Moer Thread aims to raise 8 billion yuan for GPU development, while Muxi Co., Ltd. plans to raise 3.904 billion yuan for AI-related GPU products [8] - The Shanghai Stock Exchange has accepted 30 IPO applications this year, with over 70% from the Sci-Tech Innovation Board, promoting a positive cycle between technology, capital, and industry [8] Policy Support for Innovative Drugs - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, encouraging commercial health insurance to expand investment in innovative drugs [9]