SIASUN(SZ:300024) Sou Hu Cai Jing·2025-08-04 09:34Core Viewpoint - The market experienced a low opening followed by a rebound, with the three major indices showing slight increases. The trading volume in the Shanghai and Shenzhen markets was 1.5 trillion, a decrease of 99.8 billion compared to the previous trading day. Over 3,800 stocks rose, with military, robot, and solid-state battery sectors showing significant gains [1][2][7]. Sector Summary Military Sector - The military stocks collectively surged, with over 10 stocks including North China Long Dragon and Great Wall Military achieving the daily limit. Analysts noted that the performance of some upstream sectors improved in Q2, enhancing the certainty of the military sector. The military trade is expected to become a second growth driver as the "14th Five-Year Plan" approaches its conclusion. Key stocks like North China Long Dragon and Great Wall Military have doubled in price this year [2][5]. - The market is currently experiencing a "two up, one down" oscillation pattern, with opportunities for low-entry positions during fluctuations. New domains such as commercial aerospace and low-altitude economy are also gaining traction due to recent commercial rocket launches [2][5]. Robotics Sector - The robotics sector showed strong performance, with stocks like Zhejiang Rongtai and Xiaxia Precision hitting the daily limit. The upcoming 2025 World Robot Conference in Beijing is expected to showcase over 1,500 exhibits from more than 200 domestic and international companies, with nearly double the number of new products compared to last year [2][3]. - The demand for advanced motion control systems is anticipated to grow, driven by the rapid development of humanoid robots and the overall upgrade of the manufacturing industry. The overall trend in the robotics sector is upward, with increasing capital inflow into core stocks [3][5]. Solid-State Battery Sector - The solid-state battery sector also rebounded, with Shanghai Washba hitting a new high. The market is currently characterized by a lack of continuous incremental capital, leading to a rotational trend among various sectors. However, core stocks in these sectors maintain a mid-term upward structure [5][7]. Individual Stock Performance - Key stocks in the military sector, such as Great Wall Military and North China Long Dragon, reached historical highs. The solid-state battery sector and innovative pharmaceuticals also showed significant recovery, with core stocks like Hanyu Pharmaceutical and Guangsheng Tang rebounding sharply [5][7]. - The market remains focused on core trend stocks, with opportunities for low-entry positions during corrections in hot sectors [5][7].