Xuan Gu Bao·2025-08-05 08:34Market Overview - The Shanghai Composite Index showed strong fluctuations throughout the day, while the ChiNext Index rebounded after hitting a low. eSIM concept stocks surged, with companies like Cheng Tian Wei Ye and Ri Hai Zhi Neng hitting the daily limit. The robotics sector continued its strong performance, with Zhong Ma Chuan Dong and Guo Ji Jing Gong also reaching the daily limit. The military industry remained active, with stocks like Chang Cheng Jun Gong and Hunan Tian Yan hitting the daily limit. Overall, more stocks rose than fell, with over 3,900 stocks in the Shanghai and Shenzhen markets showing gains, and today's trading volume reached 1.62 trillion [1]. Hot Topics eSIM - The eSIM sector experienced a significant rise, with stocks such as Ri Hai Zhi Neng, Dong Xin He Ping, and Cheng Tian Wei Ye hitting the daily limit. Other companies like Xin Heng Hui and Hu Chuan Long also saw substantial gains. The catalyst for this surge is the upcoming release of Apple's iPhone 17 series, which is expected to fully adopt eSIM technology by eliminating the physical SIM card slot. Reports indicate that China Unicom has resumed eSIM services in 25 provinces and plans to cover the entire country by the end of the year. The global eSIM smartphone connections are projected to reach 7 billion by 2030, accounting for approximately 76% of total smartphone connections [3][5]. Robotics - The robotics sector remained active, with stocks like Shang Wei Xin Cai and Zhong Ma Chuan Dong hitting the daily limit. The upcoming 2025 World Robot Conference and the first Human-Robot Sports Competition are expected to drive interest in this sector. DJI is set to launch its first floor-cleaning robot, "Romo," on August 6. Additionally, Tesla's CEO Elon Musk announced that the third version of the Optimus robot design is nearly complete, with prototypes expected by the end of the year [6][8]. Military Industry - The military sector continued to show strong activity, with stocks such as Chang Cheng Jun Gong and Hunan Tian Yan hitting the daily limit. The recent disclosure of unmanned combat modes by the army and an upcoming military parade on September 3 are contributing factors to the sector's performance [10][11].