Market Overview - The Shanghai Composite Index experienced narrow fluctuations around 3900 points, closing down 0.09% at 3894.22 points, while the Shenzhen Component Index and ChiNext Index fell by 0.19% and 0.5% respectively, with the Northbound 50 Index rising by 0.59% [1] - The total trading volume across the Shanghai, Shenzhen, and North exchanges reached 10,756 billion [1] Sector Performance - The real estate, semiconductor, and liquor sectors showed weakness, with over 3500 stocks declining [1] - The coal sector saw significant gains, with companies like Dayou Energy, Antai Group, and New Dazhou A hitting the daily limit [3][4] - The non-ferrous metals sector also performed well, with Huayang New Materials and Xinke Materials reaching the daily limit, and Tianshan Aluminum and Yun Aluminum rising over 5% [5] Coal Sector Insights - Current prices for thermal coal and coking coal remain at historical lows, providing room for a rebound [4] - Supply-side policies aimed at reducing overproduction and the seasonal increase in demand for heating are expected to improve the coal supply-demand fundamentals [4] Cultivated Diamond Sector - The cultivated diamond concept saw a significant surge, with Sifangda rising nearly 15% and Huifeng Diamond increasing over 10% [7][8] - The diamond industry is focusing on functional applications, such as heat dissipation and optical window materials, which are gaining attention due to high thermal demands from AI development [9] Company Spotlight: China Uranium Industry - China Uranium Industry (001280) debuted with a remarkable increase of 347%, reaching a peak of 80 yuan per share, and closed up 281.5% at 68.25 yuan, with a market capitalization exceeding 140 billion [11] - The company specializes in the comprehensive utilization of natural uranium and radioactive co-associated mineral resources, playing a crucial role in China's nuclear supply chain [11]
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