Zheng Quan Shi Bao·2025-10-21 08:56Market Overview - A-shares surged on October 21, with the Shanghai Composite Index returning above 3900 points, and the ChiNext Index rising over 3% [1] - The Shanghai Composite Index closed up 1.36% at 3916.33 points, the Shenzhen Component Index rose 2.06% to 13077.32 points, and the ChiNext Index increased by 3.02% to 3083.72 points [1] - Total trading volume in the Shanghai and Shenzhen markets reached 189.29 billion yuan, an increase of over 140 billion yuan from the previous day [1] AI Industry Chain - AI-related stocks experienced significant gains, with Yuanjie Technology hitting a 20% limit up, and other companies like Zhongfu Circuit and Weier Gao rising over 15% [2][3] - The demand for 1.6T optical modules is expected to increase, with total industry demand projected to rise from 10 million units to 20 million units due to accelerated deployment of AI training and inference networks [3] Ocean Economy - The ocean economy concept saw strong performance, with stocks like Deshi Co., CITIC Heavy Industries, and Shenkai Co. hitting their daily limit [5][6] - The Ministry of Natural Resources announced plans to strengthen standards for resource protection and utilization, focusing on emerging fields such as marine carbon sinks and smart cities [5][7] Consumer Electronics - The consumer electronics sector was active, with stocks like Yunzhu Technology and Yachuang Electronics seeing significant gains, including a 20% limit up for Yunzhu Technology [8][9] - Recent reports indicate strong early sales for the iPhone 17 series, with sales in China nearly doubling compared to the iPhone 16 series, suggesting a positive outlook for Apple's supply chain [10]