Zheng Quan Shi Bao Wang·2025-10-24 11:29Market Performance - The Shanghai Composite Index reached a new high, closing at 3950.31 points, up 0.71% on October 24, with the Shenzhen Component Index rising 2.02% and the ChiNext Index increasing by 3.57% [1] - A total of 3025 stocks rose while 2273 stocks fell, with market turnover amounting to 199.16 billion yuan, an increase of approximately 33.09 billion yuan compared to the previous day [1] Sector Performance - The storage chip sector saw significant gains, with stocks like Kexiang Co., Puran Co., and Xiangnong Xinchuan hitting the daily limit [1] - The CPO (Co-Packaged Optics) and PCB sectors also surged, with Zhongji Xuchuang reaching a historical high, and stocks like Shengyi Electronics and Shenzhen South Circuit hitting the daily limit [1] - The commercial aerospace sector experienced a wave of limit-up stocks, including China Satellite, Aerospace Changfeng, and Zhongtian Rocket [1] Fund Flow - Major funds experienced a slight net outflow of 41.08 billion yuan from October 20 to 24, with significant outflows from the pharmaceutical, non-ferrous metals, and computer sectors [4][5] - Conversely, the electronic, communication, and construction materials sectors saw net inflows exceeding 4 billion yuan, with the electronic sector leading at 7.78 billion yuan [6] Company Highlights - CITIC Securities reported a significant sell order of over 1.04 billion yuan, closing at 29.87 yuan per share, with Q3 revenue of 22.775 billion yuan, up 55.71% year-on-year, and a net profit of 9.44 billion yuan, up 51.54% [3] - Zhongji Xuchuang's stock price reached a new high of 495.65 yuan per share, closing up 12.05% at 494 yuan [7] Industry Insights - The Ministry of Science and Technology emphasized accelerating innovation in artificial intelligence and related technologies, which may benefit the computing power sector [8] - The "three swordsmen" of optical communication, including Zhongji Xuchuang, Tianfu Communication, and Xinyi Sheng, are among the top five in net fund inflows this week [8] - The geopolitical landscape and international trade disputes are leading to a reevaluation of the value of strategic resources, with gold and rare earths being highlighted as having long-term investment value [9]