Xuan Gu Bao·2025-10-29 08:22Market Overview - The market showed strong fluctuations throughout the day, with the Shanghai Composite Index surpassing 4000 points again, and the ChiNext Index rising nearly 3% [1] - The North Star 50 Index surged over 8%, with significant gains in the photovoltaic and energy storage sectors, including stocks like Longi Green Energy and Tongwei Co., which hit the daily limit [1] - The lithium mining stocks also performed well, with major gains in companies like Dazhong Mining [1] - The trading volume reached 2.29 trillion yuan, with a slight increase in the number of declining stocks compared to rising ones [1] Key Sectors Quantum Computing - The quantum computing sector experienced a significant surge, with stocks like Shenzhou Information and Tianrongxin hitting the daily limit, and Keda Guochuang and Guodun Quantum rising over 10% [4] - The catalyst for this growth was the release of the "14th Five-Year Plan" by Xinhua News Agency, emphasizing the acceleration of high-level technological self-reliance and the promotion of quantum technology as a new economic growth point [4] - Industrial chain analysis indicates that quantum computing hardware and software development is progressing, with a clear structure emerging in the industry [6] Photovoltaic Industry - The photovoltaic sector rebounded strongly, with companies like Shanghai Electric and Tongrun Equipment hitting the daily limit, and Sunshine Power rising over 15% to reach a new historical high [7] - The "14th Five-Year Plan" also highlighted the importance of clean energy development, including solar and wind energy, and the need for efficient utilization of fossil energy [7] - The upcoming 8th China International Photovoltaic and Energy Storage Industry Conference is set to take place in November 2025, indicating ongoing interest and investment in this sector [7] PCB Industry - The PCB sector continued to perform well, with companies like Zhongtung High-tech and Honghe Technology achieving consecutive gains, and Benchuan Intelligent hitting the daily limit [9] - The growth in this sector is supported by advancements in high-speed interconnect technology and the anticipated launch of NVIDIA's next-generation GPU, which is expected to drive demand for high-frequency PCBs [11] Notable Stocks - Shenzhou Information: Latest price 16.73, up 9.99%, market cap 16.26 billion [5] - Longi Green Energy: Significant player in the photovoltaic sector, contributing to the overall market surge [7] - Zhongtung High-tech: Latest price 24.76, up 10.00%, market cap 35.76 billion [10]