2 1 Shi Ji Jing Ji Bao Dao·2025-12-09 04:52Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index down by 0.13% and the Shenzhen Component Index up by 0.09% as of midday trading [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, with over 3,500 stocks declining [1][2] Sector Performance - The CPO (optical module) sector experienced a strong rally, with stocks like Dekoli hitting the daily limit and Zhongji Xuchuang rising by 7%. Several companies in this sector reached historical highs during the session [2][4] - The AI computing hardware, particularly optical modules, is leading the market due to expectations of increased TPU production and potential shortages in optical communication chips, with price increases anticipated by 2026 [4] Active Concepts - The commercial aerospace sector remained active, with the index reaching a new historical high. Stocks such as Aerospace Changfeng and Longzhou Co. saw significant gains [5] - Recent government announcements highlighted that Shandong Province has successfully completed 21 offshore launch missions, placing 133 satellites into orbit, indicating a robust growth in the aerospace sector [5] Individual Stock Movements - China Zhongzhi A shares approached the daily limit down, with a market capitalization of 601 billion yuan, following an announcement regarding the sale of its stake in Zhongzhi Real Estate for 606.76 billion yuan [7]