Market Overview - The Shanghai and Shenzhen stock indices opened lower on September 17, but began to rise after 10:30 AM, with the Shenzhen Component Index and ChiNext Index reaching new highs during the session [1] - By the midday close, the Shanghai Composite Index was at 3877.55 points, up 0.41%, with a trading volume of approximately 655.2 billion yuan; the Shenzhen Component Index was at 13197.01 points, up 1.02%, with a trading volume of about 889.4 billion yuan; the ChiNext Index was at 3140.76 points, up 1.74%, with a trading volume of around 436.3 billion yuan [1] Sector Performance - Sectors such as tourism, photolithography machines, exoskeleton robots, and NMN concepts showed strong gains at the opening [1] - By midday, sectors like diversified finance, electrical equipment, and photolithography machines led in gains, while hotel and catering, media and entertainment, and seafood sectors experienced declines [1] Investment Trends - According to China Merchants Securities, the continuous increase in financing balances, private equity fund sizes, and active individual investor accounts are key channels for new capital entering the market, with potential incremental funds estimated at 5.4 trillion yuan [2] - Citic Construction Investment highlighted that the European offshore wind power sector is expected to see a compound installation growth rate of nearly 30% from 2025 to 2030, indicating a positive outlook for project orders flowing to Chinese companies [3] Airline Industry Insights - Huatai Securities reported that the airline industry saw steady growth in supply and demand during August, with passenger load factors increasing to 86.8% [4] - Despite a decline in ticket prices earlier in the summer, there is an expectation of recovery in business travel demand in September, which may lead to improved ticket pricing [4] Government Initiatives - The State-owned Assets Supervision and Administration Commission announced that central enterprises' R&D expenditures have exceeded 1 trillion yuan for three consecutive years, with a focus on strategic emerging industries [5] - The National Internet Information Office emphasized the need for leading companies to take responsibility for key technology breakthroughs, particularly in chip development, to overcome monopolies [6]
午评：深市两大股指再创阶段盘中新高 多元金融股及光刻机股涨幅靠前
Zhong Guo Jin Rong Xin Xi Wang·2025-09-17 03:53