政策助力科技类苏企整体活跃

Group 1 - The Shanghai Composite Index broke the 4000-point mark for the first time in ten years, reaching a high of 4010.73 points on October 28, 2023, driven by positive signals from the 2025 Financial Street Forum and the "14th Five-Year Plan" emphasizing technological self-reliance [1] - The market saw a total trading volume of 2.15 trillion yuan, with significant contributions from AI hardware and optical modules, while new materials and small metals also experienced gains [1] - Among individual stocks, 72 reached the daily limit up, with notable performances from companies in the electronics, new materials, and high-end manufacturing sectors, particularly in Jiangsu province [1] Group 2 - Huatai Securities indicated that technology remains the main focus of the market in the short term, while multiple brokerages, including CITIC Securities, highlighted the "14th Five-Year Plan" as providing a clear growth path for A-shares through technological breakthroughs and industrial upgrades [2] - Several listed companies in Jiangsu expressed intentions to focus on the development and layout in areas such as digital technology, space economy, high-end manufacturing, domestic consumption, and biotechnology under policy guidance [2] - The capital market is expected to empower the technology sector, potentially leading to the emergence of a number of global leading enterprises in the A-share market [2]