临停两次，暴涨70%

Market Overview - On the first trading day of October, the A-share market achieved a "good start," with technology and cyclical hotspots driving all three major indices upward, with the Shanghai Composite Index returning to 3900 points for the first time in ten years [1] - The Shanghai Composite Index closed at 3933.97 points, up 1.32%, marking a new high since August 2015; the Shenzhen Component Index closed at 13725.56 points, up 1.47%, a new high since February 2022; and the ChiNext Index closed at 3261.82 points, up 0.73%, a new high since January 2022 [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 26,718 billion yuan, an increase of 4,746 billion yuan from the previous trading day, marking the 36th consecutive trading day with a volume exceeding 20 trillion yuan [1] Sector Performance - The non-ferrous metals sector led the market with an overall increase of 7.60%, the highest among all industries, with both precious and industrial metal stocks showing significant strength [3] - Key stocks such as Tongling Nonferrous Metals, Northern Copper, Yunnan Copper, and Silver Lead (rights protection) saw their prices hit the daily limit [3] Notable Stocks - The newly listed stock C Yunhan (Yunhan Chip City) experienced significant volatility, triggering two trading halts due to price increases of 30% and 60% during the day, with a peak price of 199 yuan per share, corresponding to a rise of over 70% [2][9] - By the end of the day, C Yunhan closed at 164.56 yuan per share, with a rise of 40.89% and a trading volume of 1.691 billion yuan, achieving a turnover rate of 83.79% [10] Commodity Prices - During the National Day holiday, overseas prices for precious and industrial metals surged, with spot gold breaking the 4000 USD per ounce mark for the first time in history, and a cumulative increase of over 50% this year [4] - Domestic futures saw all non-ferrous metal varieties rebound, with the main contracts for gold and copper rising by 4.82% and 4.19%, respectively [5] Future Outlook - Goldman Sachs predicts that the demand for metals, particularly copper, will significantly increase due to the aging power grid in Western countries, with copper prices expected to reach 10,750 USD per ton by 2027 [5] - The report indicates that by the end of 2030, infrastructure upgrades will drive approximately 60% of global copper demand growth, equivalent to adding the consumption of an entire United States [5] Emerging Technologies - The controllable nuclear fusion concept saw about 20 stocks hit the daily limit, with significant gains in companies like Changpu Co., Yinjie Electric, and West Superconducting [6][7] - A recent breakthrough in China's nuclear fusion device BEST was reported, marking a significant step towards demonstrating nuclear fusion power generation by 2030 [8]