SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-09-29 13:59Core Insights - Emerging technologies have become the main theme in the market, overshadowing traditional cyclical industries since the "9·24" market event [2][3] - Analysts from traditional sectors are increasingly incorporating AI and robotics into their research, reflecting a necessary shift in their professional development [1][5] Group 1: Market Trends - Since "9·24", the average increase in technology-heavy sectors such as electronics, computers, and medical biology has been around 80%, significantly outperforming traditional sectors like coal and steel, which lagged behind by nearly 40 percentage points [3] - The top five sectors by transaction volume are all technology-oriented, with an average transaction amount 19 times greater than the bottom five sectors [3] Group 2: Analyst Behavior - Analysts from traditional industries are adapting to the new market dynamics by focusing on emerging technologies, with some even organizing field research on robotics applications in property management [2][5] - The trend of traditional analysts crossing into tech research is becoming a necessity for career survival, as indicated by a notable shift in their focus areas [5][6] Group 3: Industry Dynamics - The historical performance of traditional industries like coal and cement shows that they still hold investment value, especially in a low-interest-rate environment where dividend-paying assets are in demand [7] - Despite the rise of new research forces focusing on technology and biotech, there remains a market for in-depth studies from seasoned analysts in cyclical industries [7][8]