大幅拉升，A股刷屏

Core Viewpoint - The A-share market has shown significant activity, with the Shanghai Composite Index surpassing 4000 points for the first time since August 2015, driven by sectors such as controllable nuclear fusion, domestic software, PCB, and commercial aerospace [1][3]. Controllable Nuclear Fusion Sector - The controllable nuclear fusion concept stocks have been on a continuous rise, with companies like Dongfang Tantalum and Antai Technology seeing multiple trading gains. Recent reports indicate that key materials for "artificial sun" technology have achieved domestic industrialization [1][7]. - The research team at the Chinese Academy of Sciences has successfully industrialized high-purity ton-level Hastelloy C276 metal substrates, which are crucial for the production of second-generation high-temperature superconducting tapes used in controllable nuclear fusion [7][8]. - Controllable nuclear fusion is recognized as a vital future energy direction, with advantages over nuclear fission, including minimal radioactive pollution and abundant raw materials sourced from seawater [9]. PCB Sector - PCB concept stocks have collectively strengthened, with companies like Aisen Co. and Meilian New Materials seeing gains exceeding 11%. Shengyi Technology has also reported a significant increase in revenue and profit forecasts, projecting a revenue increase of 108% to 121% year-on-year for the first three quarters of 2025 [4]. Domestic Software Sector - Domestic software stocks have shown active performance, with several companies reaching their daily price limits. The recent policy support from the government is expected to accelerate demand for domestic software and hardware companies, particularly as some leading firms enter a phase of performance realization [4]. Commercial Aerospace Sector - The commercial aerospace sector has rebounded, with companies like Aerospace Development reaching their price limits. A recent successful test of a large liquid rocket by Tianbing Technology marks a significant milestone in China's commercial aerospace capabilities [4]. Financial Sector - The financial sector has also seen notable movements, with companies like Ruida Futures and Huijin Co. experiencing sharp increases in stock prices [5]. Market Overview - The A-share market's three major indices opened lower but rose throughout the day, with the Shanghai Composite Index closing at 4005.44 points, up 0.21%. The onshore RMB also appreciated against the USD, reaching its highest level since November 2024, which may enhance foreign investment in RMB assets [3]. - The China Securities Regulatory Commission has introduced measures to optimize the Qualified Foreign Institutional Investor (QFII) system, aiming to create a more transparent and efficient investment environment for foreign investors [3].