Ge Long Hui A P P·2025-10-13 10:21Market Overview - On October 13, the trading volume of the Shanghai and Shenzhen stock markets reached 2.35 trillion yuan, a decrease of 160.9 billion yuan compared to the previous trading day [1] - Sectors such as rare earth permanent magnets, precious metals, photolithography machines, semiconductors, small metals, and military equipment saw significant gains, while automotive parts, gaming, consumer electronics, cultural media, and weight loss drugs experienced declines [1] High-Performing Stocks - Bluefeng Biochemical achieved a 9.98% increase, marking its 8th consecutive trading day of gains [3] - Controlled nuclear fusion concept stock Hezhong Intelligent rose by 10.01%, with 6 consecutive days of gains [3] - Tianji Co., a lithium hexafluorophosphate concept stock, increased by 9.99%, with 5 days of gains [3] - Other notable stocks include Shida Shenghua (+9.99%), Shen Zhenye A (+9.97%), and Antai Technology (+9.99%) [4] Trading Dynamics - The top three net purchases on the daily leaderboard were China Rare Earths (267 million yuan), Duofluor (262 million yuan), and Wangzi New Materials (238 million yuan) [6] - The top three net sales were Ganfeng Lithium (165 million yuan), Baiyin Nonferrous Metals (153 million yuan), and Guanzhong Ecology (88.9 million yuan) [6] Sector Highlights - China Rare Earths saw a significant increase in its stock price following the announcement of export controls on certain rare earth equipment and materials, which is expected to enhance supply chain management [13] - Baogang Group and Northern Rare Earth raised the trading price of rare earth concentrates to 26,205 yuan per ton, a 37.13% increase, boosting industry profitability expectations [13] - Duofluor, involved in lithium hexafluorophosphate and solid-state batteries, reported a trading volume of 33.62 billion yuan with a 9.98% increase [14] - Wangzi New Materials, focusing on controlled nuclear fusion and military electronics, also saw a trading volume of 12.31 billion yuan with a 9.98% increase [17] Institutional Activity - Institutional net purchases were significant in stocks like Duofluor (177 million yuan), Wangzi New Materials (139 million yuan), and Northern Long Dragon (113 million yuan) [8] - Conversely, net sales were observed in Ganfeng Lithium, Tianji Co., and China Rare Earths, indicating a shift in institutional sentiment [9]