Zheng Quan Shi Bao·2025-10-31 18:23Market Overview - A-shares experienced a rally followed by a pullback, with the Shanghai Composite Index breaking through 4000 points for the first time in 10 years before adjusting [1] - Daily trading volume exceeded 2 trillion yuan, with weekly trading volume surpassing 10 trillion yuan [1] - Margin trading saw significant increases, with over 41.3 billion yuan added, bringing the total margin balance to a historical high of 2.48 trillion yuan [1] Sector Performance - The electronics sector received over 9 billion yuan in net financing, while power equipment and communications sectors saw net inflows of over 6.3 billion yuan and 5 billion yuan, respectively [1] - Major inflows were noted in the power equipment sector, with over 49.5 billion yuan in net inflows from institutional investors, while the electronics sector experienced a net outflow of over 16.2 billion yuan [1] - The forestry sector surged, with the index rising over 48% to reach a 6.5-year high, driven by the publication of the "15th Five-Year Plan" [2] Policy Impact - The "15th Five-Year Plan" emphasizes green development, aiming for carbon neutrality and ecological safety, which has positively influenced market sentiment [2] - The new energy sector saw a broad rally, with various sub-sectors like energy storage and hydrogen energy reaching historical highs [2] - Key sectors highlighted for investment include communication infrastructure, semiconductor manufacturing, and industrial software, driven by policy support [3]