A股上涨！商业航天概念股集体爆发 算力硬件股延续强势

Market Performance - A-shares experienced an overall increase on December 24, with the Shanghai Composite Index rising by 0.53%, the Shenzhen Component Index by 0.88%, and the ChiNext Index by 0.77% [1] - A total of 4,128 stocks rose, with 86 stocks hitting the daily limit up, while 1,137 stocks declined [2] Sector Highlights - The commercial aerospace sector saw a collective surge, with over 20 stocks including China Satellite and Aerospace Power hitting the daily limit up [3] - Computing hardware stocks continued their strong performance, with companies like Shengyi Technology and Tianjin Printronics also reaching the daily limit up [4] - The Fujian sector showed strength, with stocks such as Dongbai Group and Anji Food hitting the daily limit up [5] Fund Market Activity - The most notable highlight was the surge in LOF (Listed Open-Ended Fund) with a wave of limit up occurrences [6] - The rise was attributed to the high premium of the Guotou Silver LOF, which reached nearly 70%, leading to a "carnival" for investors seeking arbitrage opportunities [7] - The fund's announcement on December 24 indicated further limits on subscriptions, with the A share subscription limit remaining at 500 yuan and the C share limit reduced from 500 yuan to 100 yuan [7] - The arbitrage strategy involved purchasing the LOF at a net value of approximately 1.8 yuan while the market price soared above 3 yuan, resulting in a premium rate exceeding 60% [7] Policy Support - The People's Bank of China and seven other departments jointly issued an opinion to support the construction of the Western Land-Sea New Corridor, proposing 21 key measures to enhance financial support [8] - The opinion emphasizes improving the financial organization collaboration system and promoting institutional reforms to facilitate high-quality development of the corridor [8] - It includes measures to promote cross-border investment and financing convenience, such as simplifying foreign exchange registration procedures for qualified non-financial enterprises [9] - The opinion also aims to expand the use of the RMB in cross-border transactions and strengthen bilateral currency cooperation with Southeast Asian and Central Asian countries [9] - A comprehensive financial service platform named "Central Bank Western Land-Sea Intelligent Integration" is proposed to enhance financial services along the corridor [9][10] - The opinion highlights the need for diversified financing channels to support infrastructure construction along the corridor, including the establishment of a fund in Chongqing [10]