科技反攻带动市场情绪，缩量整理稳定大盘预期

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index down 0.15% at 3864.18 points, while the Shenzhen Component Index rose 1.02% to 12907.83 points, and the ChiNext Index led with a 2.14% increase [1] - The market sentiment was generally warm, with 3168 stocks rising and a total trading volume of 1.78 trillion yuan, slightly lower than the previous trading day [1][2] - Key sectors that performed well included telecommunications, pharmaceuticals, and electronics, while the consumer sector was boosted by favorable policies [1][2] Policy Developments - The Ministry of Industry and Information Technology initiated commercial trials for satellite IoT services, aiming to enhance market supply and stimulate industry growth [5] - The "Credit Repair Management Measures" were announced, effective from April 1, 2026, allowing eligible entities to apply for credit repair [5] - A joint implementation plan was released by six departments to enhance the adaptability of consumer goods supply and demand, targeting significant improvements in consumer goods structure by 2027 [3][5] Sector Insights - The technology sector, particularly the computing power concept, showed strong performance, with notable stocks like Dongxin Co. hitting the daily limit [1][2] - The consumer sector is expected to gain momentum, with potential new driving forces emerging from policy support [2] - The report highlighted the importance of focusing on sectors with high policy adaptability, such as AI applications and digital twin technologies [3] Company Highlights - Ideal Auto reported a Q3 revenue of 27.4 billion yuan, maintaining its lead among new car manufacturers, with significant investments in R&D [6] - Predictions indicate that China's battery production will exceed 1500 GWh by 2025, with a substantial portion dedicated to energy storage [6][7] - The Ministry of Natural Resources announced breakthroughs in the efficient extraction of rare metals, enhancing domestic production capabilities [6]