Market Overview - The Shanghai Composite Index rose by 0.36% to close at 3890.45 points, while the Shenzhen Component Index increased by 0.66% to 13140.21 points. The ChiNext Index gained 0.49% to 3122.24 points, and the STAR 50 Index rose by 0.2% to 1308.59 points. The total trading volume in the Shanghai and Shenzhen markets reached 17,259.15 billion yuan, with nearly 4500 stocks rising across the market [1]. Sector Performance - The Hainan Free Trade Zone concept stocks saw significant gains, with Hainan Haiyao and Hainan Ruize hitting the daily limit, and other stocks like Hainan Mining and Hainan High-speed also experiencing notable increases [1]. - The dairy sector continued to strengthen, with stocks like Huanlejia reaching a 20% limit up and other companies such as Yuantong Dairy and Qishi Dairy also rising [1]. - The Fujian sector rebounded, with Sanmu Group hitting the daily limit and several other stocks like Xinhua Dou and Dongbai Group also performing well [1]. Industry Insights - The optical communication sector showed strong performance, with companies like LIGONG Optical Technology hitting the daily limit. Major fiber optic manufacturers reported a 15% price increase for bulk fiber, indicating positive signals for the industry [2]. - According to Guosheng Securities, the overseas special optical fiber market is entering a high-growth phase driven by breakthroughs in AI computing power and application scenarios [2]. Investment Recommendations - CITIC Securities is optimistic about investment opportunities in the semiconductor equipment industry, predicting a steady growth in the global wafer fabrication equipment market in 2025 and 2026, driven by demand from major clients like Intel [3]. - CICC forecasts that coal prices will exhibit a low-to-high trend in 2026, with demand being a primary drag but supply constraints remaining strong [4]. - Huatai Securities emphasizes the importance of optimizing public fund performance assessments, suggesting a focus on high-quality financial stocks as the capital market trends upward [5].