Sou Hu Cai Jing·2025-12-17 07:18Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index rose over 1%. The market saw a significant divergence between sectors, with the micro-cap stock index dropping over 1%. The total trading volume in the Shanghai and Shenzhen markets was 1.02 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day. Over 3,700 stocks declined across the market [1][10] - The lithium mining sector showed strong performance, with Jin Yuan Co. and Shengxin Lithium Energy hitting the daily limit. The computing hardware sector also performed actively, with Huanxu Electronics reaching the daily limit and major optical module companies collectively rising [1][6] Individual Stock Highlights - Nuxi Co. debuted on the Shanghai Stock Exchange's Sci-Tech Innovation Board with an issue price of 104.66 yuan per share. On its first trading day, the stock price surged over 700%, reaching a peak of 895 yuan, and closed at 824.5 yuan, marking a 687.8% increase from the issue price. The theoretical maximum profit from one subscription could reach 395,000 yuan, surpassing the previous high of Moer Thread, making it the most profitable new stock since the full registration system was implemented in A-shares [1][2][29] Sector Performance - The lithium battery sector collectively strengthened, with stocks like Tianji Co., Shengxin Lithium Energy, and Dazhong Mining hitting the daily limit. The price of lithium carbonate futures rose over 8%, approaching 110,000 yuan per ton [6][8] - The tourism and hotel sectors saw significant gains, with stocks like Qujiang Cultural Tourism and Nanjing Commercial Travel hitting the daily limit. Data from Qunar Travel indicated that hotel bookings for popular cities from January 1 to 3, 2026, increased threefold year-on-year [4][14] Investment Opportunities - Analysts suggest focusing on leading companies in the lithium battery sector and those involved in solid-state technology, as a new round of production expansion and technological breakthroughs are expected to drive industry capital expenditure [8] - The small metals sector also showed strong performance, with tungsten prices rising sharply. The price of tungsten concentrate exceeded 400,000 yuan per ton, and ammonium paratungstate (APT) prices surpassed 600,000 yuan per ton [8][9]