从沙县小吃到民宿，12条重磅惠台政策发布！福建上市公司股价逆势大涨

Market Overview - On December 2, the market experienced fluctuations with the Shenzhen Component Index and ChiNext Index both dropping over 1% at one point. The total trading volume in the Shanghai and Shenzhen markets was 1.61 trillion yuan, a decrease of 282.2 billion yuan compared to the previous trading day. Over 3,700 stocks fell, with the Shanghai Composite Index down 0.42%, Shenzhen Component Index down 0.68%, and ChiNext Index down 0.69% [1] Sector Performance - The Fujian sector showed strong performance, with Hai Xin Food achieving five consecutive trading limits, Rui Neng Technology with four, and Ping Tan Development with two in three days. The food concept stocks also saw gains, with both Tong Qing Lou and Hui Fa Food hitting the daily limit. The commercial aerospace sector was active, with Aerospace Development achieving nine limits in thirteen days and Tong Yu Communications with four consecutive limits. Conversely, the battery sector experienced a decline, with Shi Da Sheng Hua dropping 7%, and the shipping sector was weak, with China Merchants Industry hitting the daily limit down [1][2] Fujian Policy Initiatives - Fujian Province announced several favorable policies aimed at enhancing cross-strait integration, including: 1. Increased land and sea guarantees for Taiwanese enterprises 2. Encouragement for Taiwanese investment in precision machinery projects 3. Premium discounts for Taiwanese aquaculture enterprises 4. Support for Taiwanese artisans in the development of traditional crafts 5. Assistance for Taiwanese farmers and enterprises 6. Establishment of a smart tax service platform for Taiwanese businesses 7. Creation of a tax consultation hotline for Taiwanese enterprises 8. Hosting of tax-related service events for Taiwanese businesses 9. Support for Taiwanese individuals to open Sha County snack stores 10. Encouragement for Taiwanese participation in local tourism upgrades 11. Provision of travel insurance for passengers on the "small three links" route 12. Support for Taiwanese artists to perform in Fuzhou [2] Investment Impact - Following the announcement of these policies, local Fujian stocks surged, with Fujian Expressway hitting the daily limit. Other stocks such as Zhao Biao Shares, Ping Tan Development, Hai Xin Food, and others also reached their daily limits. Additionally, Hengfeng Information and Haixia Innovation rose over 10% [2] Market Sentiment - The Fujian sector has seen a cumulative increase of over 56% this year [3] - The Hong Kong stock market opened high but closed lower, with the Hang Seng Index up 0.24%, the Hang Seng Tech Index down 0.37%, and the State-Owned Enterprises Index up 0.11%. Southbound funds recorded a net purchase of over 4.1 billion Hong Kong dollars [3] External Environment - According to Dongwu Securities, the external environment for the A-share market is gradually improving as the short-term interest rate cut expectations from the Federal Reserve have risen to over 80%. This shift is expected to create a more favorable trading atmosphere, regardless of whether the December FOMC meeting results in a hawkish rate cut or a dovish pause [4] Industry Trends - There are no further signs of deterioration in the AI narrative, and overseas tech stocks have shown initial signs of stabilization, reducing the pressure on related A-share sectors. The internal environment is also showing positive changes, with expectations that the motivation for profit-taking will decrease as the year-end approaches [5]