Market Overview - High dividend asset sectors strengthened, with coal, banking, gas, and port shipping sectors rising [1] - Agricultural Bank's stock rose 1.34%, reaching a historical high, with a market capitalization of 2.66 trillion yuan [1] - Technology, new energy, and defense sectors declined, with leading stocks like ZTE, EVE Energy, and Luxshare Precision falling [1] - The Shanghai Composite Index fell by 1%, Shenzhen Component Index by 1.99%, and ChiNext Index by 2.37% [1][2] Coal Sector Performance - The coal sector continued to rise, with companies like Antai Group and Dayou Energy hitting the daily limit [4] - Analysts attribute the coal sector's strength to three main factors: high dividend characteristics, recovery expectations for Q3 earnings, and seasonal demand increases [6][7] - Q3 earnings for coal companies are expected to improve, with a projected 18% quarter-on-quarter profit increase [7] Real Estate Sector Activity - The real estate sector saw a temporary surge, with active performance in real estate development, property management, and rental rights sectors [8] - Companies like ShenZhen ZhenYe A and Shangshi Development reached their daily limit [10] - Recent policy changes in Chengdu and Nanjing aimed at increasing housing loan limits are expected to support the real estate market [11]
2万亿巨头 历史新高 迎来11连阳
Zhong Guo Zheng Quan Bao·2025-10-17 05:08