Venture(US:VEMLY) Sou Hu Cai Jing·2025-12-08 09:21Market Overview - The market opened high and continued to rise, with the Shenzhen Component Index up over 1% and the ChiNext Index up over 2%. The total trading volume of the Shanghai and Shenzhen stock exchanges reached 2.04 trillion yuan, an increase of 310.9 billion yuan compared to the previous trading day, marking a significant recovery after 20 trading days [1] - More than 3,400 stocks in the market rose, with notable performances in the Fujian sector and the computing hardware concept [1][2] Sector Performance - The computing hardware sector showed strong performance, with stocks like Tianfu Communication hitting a 20% limit-up and achieving new highs. Other stocks such as Dongtian Micro, Zhishang Technology, and Huigu Ecology also reached their limit [2] - The AI industry chain is experiencing continuous catalysts, with significant advancements from companies like Google and Amazon, leading to optimistic expectations for computing demand and applications [2] - The storage chip market has seen a significant price increase, with DDR4x particles rising over four times this year. Manufacturers are facing low inventory levels, leading to a "passive replenishment" situation [3] Commercial Aerospace - The commercial aerospace sector continued its strong momentum, with stocks like Shunhao Co. and Tianjian Technology hitting their limits. The establishment of a dedicated commercial aerospace agency by the government marks a new phase for the industry [4][6] - The successful launch of the reusable "Zhuque-3" rocket by Blue Arrow Aerospace validates China's capabilities in commercial liquid rockets, laying the foundation for future low-cost space access [4] Individual Stocks - With the influx of new capital, short-term sentiment in the market has been active, particularly in the commercial aerospace sector, which remains a strong thematic direction [6] - Fujian local stocks also continued to perform well, with Anji Food achieving a five-day limit-up streak [6] Future Market Analysis - The market is showing a positive trend with all three major indices rising, indicating potential for further upward movement. However, caution is advised as previous selling pressure from the downturn may still exist [8] - The market's risk appetite has increased, with funds returning to technology stocks and popular sectors like CPO and storage chips [8] Industry News - Xiamen's 14th Five-Year Plan suggests exploring the establishment of a free port-like economic zone, aiming for a high-standard trade and investment environment [10] - In November, domestic retail sales of new energy passenger vehicles reached 1.321 million units, a year-on-year increase of 4.2%, with a total of 11.472 million units sold in the first 11 months, up 19.6% year-on-year [11][12]