Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index down 0.46% to 3882.72 points and the Shenzhen Component Index down 0.18% to 13292.61 points, while the ChiNext Index rose 0.30% to 3218.55 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.16 trillion yuan, an increase of 20.6 billion yuan compared to the previous trading day [1] Sector Performance - The electric grid equipment and commercial aerospace sectors saw significant gains, while retail and real estate sectors experienced notable declines [1] - In the commercial aerospace sector, stocks like Zengsheng Technology achieved a four-day consecutive rise, and Sichuan Jinding saw three rises in six days [2] Institutional Insights - The November CPI showed a strong performance, rising 0.7% year-on-year, the highest since March 2024, with an increase of 0.5 percentage points from the previous month [3] - The PCB industry is expected to see increased value due to demand for orthogonal backplanes and advancements in Cowop technology, with domestic PCB companies gaining global market share [3] News Highlights - Huawei, Alipay, and China Mobile Internet have signed a cooperation agreement to develop an AI+5G new communication ecosystem, aiming to enhance traditional communication services [4] - The "Jiutian" drone successfully completed its maiden flight, showcasing significant advancements in China's large UAV technology [5] - Elon Musk confirmed that SpaceX plans to raise hundreds of billions of dollars through an IPO next year [6]
午评:沪指跌0.46%创业板指涨0.30% 商业航天概念延续走强