Market Overview - The Shanghai Composite Index closed at 3683.46 points, up 0.48%, while the Shenzhen Component Index rose 1.76% to 11551.36 points, and the ChiNext Index increased by 3.62% to 2496.50 points [2]. Sector Performance - The liquid cooling server concept saw significant gains, with stocks like Jintian Co. and Feilong Co. hitting the daily limit [1]. - The CPO concept also performed well, with stocks such as Guangku Technology and Robot Co. both reaching the daily limit of 20cm [1]. - Brokerage stocks were active, with Changcheng Securities and Guosheng Jin控 hitting the daily limit [1]. - Conversely, the shipping and logistics sector experienced adjustments, with Hengji Daxin and Tianshun Co. leading the declines [1]. - Bank stocks fell in the afternoon, with Jiangsu Bank and Nanjing Bank leading the losses [1]. - Coal stocks weakened, with Meili Ecology and Lu'an Environmental Energy showing significant declines [1]. Hot Sectors 1. CPO Concept - Stocks such as Guangku Technology, Robot Co., Sanhuan Group, and Xinyi Sheng saw increases. - The market was buoyed by news that Zhongji Xuchuang's net profit for the first half of the year is expected to increase by 52%-86%, while Xinyi Sheng is projected to surge by 327%-385%, significantly boosting market confidence. - Institutions predict that global demand for 800G optical modules will exceed 12 million units by 2025, tripling from the previous year [4]. 2. Liquid Cooling Servers - Stocks like Nanfang Pump Industry, Fangsheng Co., Oulu Tong, and Sulian Co. experienced gains. - According to IDC, the market size for liquid cooling servers in China is expected to reach $2.37 billion in 2024, representing a 67.0% year-on-year growth, with cold plate solutions gaining market share. - The market is projected to have a compound annual growth rate of 46.8% from 2024 to 2029, reaching $16.2 billion by 2029 [4].
收评:沪指创4年新高 创指涨3.62%
Xin Lang Cai Jing·2025-08-13 08:13