Ge Long Hui A P P·2025-10-09 11:08Market Overview - On October 9, the Shanghai Composite Index reached 3900 points for the first time in ten years, with a total market turnover of 2.67 trillion yuan [1] - Market hotspots focused on precious metals, gold, non-ferrous metals, and the controllable nuclear fusion sector, with significant gains in lithium mining and superconducting concepts [1] Key Stocks - Low-priced stock Shanzi Gaoke achieved 9 consecutive trading limits in 14 days, while Tianji Co. in the lithium battery sector recorded 4 consecutive limits [2] - The non-ferrous metal sector was strong throughout the day, with Jingyi Co. achieving 5 limits in 6 days, and Hezhan Intelligent in the controllable nuclear fusion concept achieving 3 limits in 5 days [2] Stock Performance - Notable stock performances included: - Jingyi Co. (002295) at 16.23 yuan, +10.03%, 5 limits in 6 days, turnover of 3.43 billion yuan [3] - Tianji Co. (002759) at 21.69 yuan, +9.99%, 4 consecutive limits, turnover of 38.447 billion yuan [3] - Hezhan Intelligent (603011) at 21.62 yuan, +10.03%, 3 limits in 5 days, turnover of 1.93 billion yuan [3] - Shanzi Gaoke (000981) at 4.66 yuan, +49.91%, 3 consecutive limits, turnover of 54.517 million yuan [3] Trading Statistics - A total of 88 stocks hit the daily limit, with 9 stocks achieving consecutive limits, and a limit sealing rate of 72% (excluding ST and delisted stocks) [4] - The top three net buying stocks on the Dragon and Tiger list were Ganfeng Lithium, Deep Technology, and Tianji Co., with net purchases of 783 million yuan, 551 million yuan, and 315 million yuan respectively [6] Institutional Activity - Ganfeng Lithium (002460) reported a +10.00% increase, with a trading volume of 129.22 million shares and a turnover of 84.66 billion yuan, with institutional net buying of 5.21 billion yuan [8][22] - Deep Technology (000021) also saw a +10.01% increase, with a turnover of 53.84 billion yuan and institutional net buying of 5.51 billion yuan [8][22] - Tianji Co. (002759) had a +9.99% increase, with institutional net buying of 4.42 billion yuan [8][22] Sector Insights - Ganfeng Lithium is focusing on solid-state batteries and lithium resources, with plans to enhance its lithium ecosystem and a projected self-sufficiency rate of over 50% in lithium resources by 2025 [10] - Deep Technology is a leading independent DRAM memory chip packaging enterprise, with a reported revenue growth of 9.71% year-on-year [13] - Tianji Co. is a major player in the hexafluorophosphate lithium sector, maintaining full production capacity and experiencing price increases [16] - West Superconducting is recognized as a leader in controllable nuclear fusion, with a 32.41% increase in superconducting product revenue [19]