A股收评 | 三大指数弱势震荡 商业航天火热！龙头13天9板

Market Overview - The three major indices experienced weak fluctuations, with the Shanghai Composite Index falling below 3900 points again. The market saw scattered hotspots, with active funds focusing on high-priced stocks. Notable stocks included Acorn China, which hit the limit up again, and Jinfu Technology, which achieved a seven-day consecutive rise [1][2] - The total market turnover was approximately 1.6 trillion yuan, a decrease of nearly 300 billion yuan compared to the previous trading day, with over 3700 stocks declining [1] Sector Performance - Fujian local stocks surged again, with multiple stocks hitting the limit up following the release of the 15th Five-Year Plan suggestions, which emphasized the development of the Pingtan Comprehensive Experimental Zone and proposed 12 measures to benefit Taiwan [1][4] - Other active sectors included commercial aerospace, with Aerospace Development achieving nine limit-ups in 13 days, and consumer stocks, with Anji Food and Huifa Food hitting limit-ups in the afternoon [1][3] Fund Flow - Main funds focused on sectors such as consumer electronics, components, and passenger vehicles, with significant net inflows into stocks like Industrial Fulian, Shenghong Technology, and Xinyi Sheng [3] Policy Developments - Fujian Province announced 12 new measures to support Taiwan businesses and promote trade and cultural exchanges, as part of its efforts to enhance cross-strait integration [4] - The Ministry of Industry and Information Technology is preparing to establish the China Artificial Intelligence Terminal Industry Association, which is expected to significantly impact the high-quality development of the AI terminal industry [5] Future Market Outlook - China Galaxy Securities suggests that the market is in a phase of frequent style switching, with a focus on defensive sector allocation opportunities as the year-end policy window approaches [7] - Shenwan Hongyuan indicates that while a rebound in offensive assets is likely, the logic for upward breakthroughs may be challenging to realize [9] - Industrial Securities emphasizes the importance of easing overseas disturbances and continuing to position for the recovery of Chinese assets as the market enters a new phase [10]