SIASUN(SZ:300024) Ge Long Hui·2025-08-04 07:31Market Overview - The A-share market experienced a slight fluctuation after opening lower, with all three major indices closing in the green. The Shanghai Composite Index rose by 0.66%, the Shenzhen Component increased by 0.46%, and the ChiNext Index gained 0.5% [1][2] - The total trading volume for the day was 1.52 trillion yuan, a decrease of 101.7 billion yuan compared to the previous trading day, with over 3,800 stocks rising [1][2] Sector Performance Aerospace and Defense - The aerospace and military industry sectors saw significant gains, with stocks like North China Long Dragon, Aileda, and Hengyu Xintong hitting the daily limit [2][4] - The military equipment sector collectively surged, with several stocks reaching their daily limit, including North China Long Dragon and Aileda, both up by 20% [4][5] Precious Metals - The precious metals sector experienced a collective rise, with Chifeng Jilong Gold up by 7.44% and Shandong Gold increasing by 6.78% [6][7] - The price of gold in London rose over 2% to $3,362.64, driven by increasing expectations of interest rate cuts from the Federal Reserve [6] Robotics - The humanoid robot sector showed strong performance in the afternoon, with stocks like Xingyun Co. rising over 14% and several others hitting the daily limit [9] - The announcement of a partner conference by Zhiyuan Robotics in August 2025, featuring the debut of a "mysterious new product," contributed to the sector's positive sentiment [9] Gaming - The gaming sector performed well, with Giant Network hitting the daily limit and other stocks like Shenzhou Taiyue and Jibite rising significantly [10][11] Retail - The retail sector lagged behind, with stocks like Maoye Commercial and Dalian Friendship hitting the daily limit downwards, and several others declining over 3% [12][14] Solar Equipment - The solar equipment sector faced challenges, with stocks like Juhe Materials and Daqo New Energy declining by 4.89% and 3.2% respectively [13] Tourism and Hospitality - The tourism and hotel sector saw most stocks decline, with Tibet Tourism hitting the daily limit downwards and several others dropping over 4% [16] Future Outlook - The market is expected to experience a phase of consolidation after recent adjustments, influenced by changes in policy expectations and global economic conditions. Key sectors to watch include semiconductors, AI applications, humanoid robots, innovative pharmaceuticals, non-ferrous metals, and defense [1][16]