Sou Hu Cai Jing·2025-10-09 09:58Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.32%, the Shenzhen Component Index by 1.47%, and the ChiNext Index by 0.73% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 26,718 billion yuan, an increase of 4,746 billion yuan compared to the previous day [2] - Over 3,100 stocks in the market experienced gains [2] Sector Performance - The sectors that saw the highest gains included precious metals, controllable nuclear fusion, rare earth permanent magnets, energy metals, wind power equipment, steel, and storage chips [2] - Conversely, the sectors that faced the most significant declines were film and theater, tourism and hotels, liquor, and duty-free shops [2] Notable Stocks - The surge in international gold prices led to a collective explosion in the non-ferrous and precious metals sectors, with stocks such as Xinyi Silver Tin, Yunnan Copper, Shandong Gold, and Sichuan Gold hitting the daily limit [2] - The controllable nuclear fusion sector also showed strength, with stocks like Western Superconducting, Guoguang Electric, and Hahai Welding hitting the daily limit [2] - The rare earth permanent magnet sector saw afternoon fluctuations and subsequent gains, with stocks like Northern Rare Earth, China Rare Earth, and China Ruilin hitting the daily limit [2] Stock Limit Up - A number of stocks reached their daily limit, including Changfu Co., Lingge Technology, and Guanzhong Ecology, with respective market capitalizations of 1.892 billion yuan, 2.671 billion yuan, and 2.532 billion yuan [6][7] - Other notable limit-up stocks included Yunnan Copper, Shandong Gold, and China Nuclear Construction, with market capitalizations of 38.529 billion yuan, 156.361 billion yuan, and 29.355 billion yuan respectively [8][9] Capital Inflows - The DeepSeek concept received a net inflow of 11.768 billion yuan, with 9 stocks hitting the daily limit and 472 stocks rising [10] - The robotics concept saw a net inflow of 10.868 billion yuan, with 12 stocks hitting the daily limit and 625 stocks rising [10] - The artificial intelligence sector attracted a net inflow of 10.211 billion yuan, with 11 stocks hitting the daily limit and 581 stocks rising [10] Policy and Industry Dynamics - Four departments announced the initiation of a list for integrated circuit companies eligible for VAT deductions, with the national big fund's third phase injecting over 100 billion yuan, accelerating the domestic substitution process [12] - During the National Day holiday, the average daily flow of new energy vehicles reached 12.5 million units, a year-on-year increase of 30%, with BYD adding over 236,000 orders in six days, and monthly sales expected to reach 550,000 units [12] - The central bank conducted a 1.1 trillion yuan three-month reverse repurchase operation to release short-term liquidity, while the CSRC and the central bank launched a 300 billion yuan stock repurchase and increase loan program at an interest rate of only 1.75%, benefiting listed companies' repurchases and major shareholders' increases [12]