午评：沪指半日跌0.16% 有机硅板块集体爆发

Market Performance - A-shares indices opened lower on November 7, with a slight overall decline by the end of the morning session, despite a brief recovery [1] - The Shanghai Composite Index closed at 4001.24 points, down 0.16%, with a trading volume of 550.4 billion [1] - The Shenzhen Component Index and the ChiNext Index also experienced minor declines of 0.16% and 0.37% respectively [1] Sector Performance - The organic silicon sector saw significant gains, with stocks like Dongyue Silicon Material and Hesheng Silicon Industry hitting the daily limit [1] - Other strong sectors included chemicals, lithium battery concepts, and the Hainan Free Trade Zone, with multiple stocks reaching their daily limits [1][2] - Conversely, the robotics sector faced declines, with companies like Lixing and Zhejiang Rongtai experiencing substantial drops [1] Institutional Insights - Huatai Securities reported that non-UHV main networks outperformed other segments in Q3, with a net profit growth rate of 38.2%, while distribution and electric meters saw declines of -23.6% and -28.4% respectively [3] - CITIC Construction anticipates a stabilization phase for the robotics sector after significant adjustments in October, with key developments from Tesla supporting market expectations [3] - China International Capital Corporation predicts substantial investment opportunities in the technology innovation sector within the machinery industry by 2026, despite uncertainties in exports [3] Trade Data - China's total goods trade value for the first ten months reached 37.31 trillion yuan, reflecting a year-on-year growth of 3.6% [4] - Trade with Belt and Road Initiative countries amounted to 19.28 trillion yuan, up 5.9%, accounting for 51.7% of China's total foreign trade [4] Energy Market Developments - The transition to a nationwide unified electricity market has made significant progress, with 28 provinces now in continuous operation of the electricity spot market [5] AI Infrastructure Initiatives - Alibaba's CEO announced plans for building a large-scale AI infrastructure, aiming to provide leading AI services to global developers [6]