10月21日主题复盘 | 指数重返3900点,深地经济、国企改革爆发,苹果产业链也有表现
Xuan Gu Bao·2025-10-21 08:35

Market Overview - The market showed strong fluctuations throughout the day, with the Shanghai Composite Index returning above 3900 points and the ChiNext Index rising over 3% [1] - The deep earth technology concept stocks surged, with multiple stocks hitting the daily limit [1] - The trading volume reached 1.89 trillion [1] Key Highlights Deep Earth Economy - The deep earth economy concept saw significant gains, with stocks like ShenKong Co. and Petrochemical Machinery hitting the daily limit [4] - The Ministry of Natural Resources indicated that the "14th Five-Year Plan" will accelerate the standardization of emerging industries related to deep sea and deep earth [4] - Analysts believe the deep earth economy, which includes resource development and technology manufacturing, is expected to be included in the "14th Five-Year Plan" [4][6] State-Owned Enterprise Reform - The state-owned enterprise reform sector experienced a notable rise, particularly in Hubei, with stocks like Wuhan Holdings and Hubei Broadcasting hitting the daily limit [7] - Hubei is focusing on assetization, securitization, and leveraging state-owned resources to deepen the management reform of state assets [7] - As of the end of September, the total state-owned assets in Wuhan exceeded 6 trillion, with significant asset revitalization achieved [7] Apple Supply Chain - The Apple supply chain saw a substantial increase, with stocks like Huanyu Electronics and Yutong Technology hitting the daily limit [10] - Apple shares rose by 3.94%, reaching a historical high [10] - Counterpoint Research reported that early sales of the iPhone 17 series were strong, with sales 14% higher than the iPhone 16 series [10][12]