A股收评：三大指数集体下探！CPO回调明显，钢铁、电池逆势走强

Market Overview - Major A-share indices experienced a decline, with the Shanghai Composite Index down 0.73% to 3986 points, the Shenzhen Component Index down 1.16%, and the ChiNext Index down 1.84% [1][2] - The trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 165.6 billion yuan compared to the previous trading day [1] Sector Performance CPO Sector - The CPO sector saw a pullback, with companies like Tengjing Technology and Tianfu Communication dropping over 11% [4][5] - Other companies in the sector, such as Hezhong Intelligent and Jingwang Electronics, also experienced significant declines [4] CRO Sector - The CRO sector was sluggish, with Hanyu Pharmaceutical down over 10% and WuXi AppTec down over 8% [6][7] Steel Sector - The steel sector rallied, with Anyang Steel, Dazhong Mining, and Ordos hitting the daily limit up [8][9] - The Henan Province Steel Industry Upgrade Action Plan was released, aiming for high-quality steel production to account for about 50% of total steel output by 2027 [9] Quantum Technology Sector - The quantum technology sector showed strong performance, with Fujida rising nearly 20% [10][11] - The Central Committee's recommendations for the 15th Five-Year Plan highlighted the importance of quantum technology as a new economic growth point [11][12] Battery Sector - The battery sector saw gains, with Penghui Energy hitting the daily limit up and other companies like Tianji and Shida Shenghua also rising [13][14] - Penghui Energy reported a significant increase in Q3 revenue and net profit, with revenue up 74.96% year-on-year [14] Lithium Extraction Sector - The lithium extraction sector performed well, with companies like Tibet City Investment and Tianqi Lithium hitting the daily limit up [16][17] - The price of battery-grade lithium carbonate has risen approximately 13.7% since early October [15] Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector saw gains, with Jiuling Technology rising over 9% [18][19] - Several companies reported improved Q3 earnings, with Jinli Permanent Magnet's net profit up 172.65% year-on-year [20] Individual Stock Movements - Shenling Environment experienced a significant drop of 12.91%, reaching a new low in over two months [21][23] - Despite a 26.84% year-on-year revenue increase, the company reported a negative net profit in Q3, indicating potential cost control issues [23]