Market Overview - On October 13, the market experienced fluctuations, with the three major indices opening lower but recovering throughout the day. The STAR Market 50 Index opened nearly 3% down but surged over 1% in the afternoon [1] - By the close, the Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index dropped by 0.93%, and the ChiNext Index decreased by 1.11%. The total market turnover exceeded 2.37 trillion yuan, a decrease of 159.9 billion yuan compared to the previous trading day [1] Sector Performance - The rare earth permanent magnet sector continued to strengthen, with stocks like Galaxy Magnetic, China Rare Earth, and Northern Rare Earth hitting the daily limit [4] - The semiconductor industry also saw a surge, with over ten stocks including Newray Material and Kaimete Gas reaching the daily limit. The non-ferrous metals sector became active again, with China Ruilin and Western Gold achieving two consecutive limits [4] - Conversely, the automotive parts and gaming sectors experienced the largest declines [4] Rare Earth Sector Insights - The rare earth sector exploded again, with stocks like Jiuling Technology rising nearly 27% and several others hitting the daily limit. On October 9, the Ministry of Commerce and the General Administration of Customs announced multiple regulations on the export of rare earth-related items, technologies, and equipment, expanding the control range to overseas markets [5][6] - According to CITIC Securities, the security of rare earth resources has become a core aspect of national security, and the rare earth industry chain is expected to enter a new era of high-quality development. The supply-demand dynamics are likely to remain favorable, with rare earth prices expected to stabilize and gradually increase [6] - China’s strategic position in rare earths is expected to strengthen, with overseas stockpiling actions likely to increase, further driving up rare earth prices. The long-term control over the entire rare earth industry chain will enhance China's competitive advantage [6] Semiconductor Sector Recovery - The semiconductor sector rebounded after a significant decline, with stocks like Ruvi Optoelectronics and Huahong Semiconductor both hitting the daily limit. Other stocks such as SMIC and Baiwei Storage saw increases of nearly 7% [6] Nuclear Fusion Sector Activity - The nuclear fusion concept stocks remained active, with companies like Hezhong Intelligent and Dongfang Tantalum hitting the daily limit. Over the past five trading days, the nuclear fusion concept has risen by 10.59% [9] - Recent positive developments in the nuclear fusion field include breakthroughs in the construction of the compact fusion energy experimental device BEST and the successful delivery of the world's largest toroidal field magnet coil box [10] - The Shanghai government has introduced measures to accelerate the layout of cutting-edge technologies, including nuclear fusion, emphasizing support for tackling technical challenges and product feasibility verification [10] Upcoming Events - The International Atomic Energy Agency's Fusion Energy Conference (FEC2025) will be held in Chengdu from October 13 to 18 [11]