Sou Hu Cai Jing·2025-12-26 10:13Market Overview - The Shanghai Composite Index rose by 0.1% to 3963.68 points, the Shenzhen Component Index increased by 0.54% to 13603.89 points, the ChiNext Index gained 0.14% to 3243.88 points, and the North Star 50 Index climbed 0.35% to 1463.04 points. The total market turnover was 21,603 billion yuan, an increase of 2,165 billion yuan compared to the previous day [2]. Sector Performance - The Hainan, lithium, and precious metals sectors were active, while the paper and CPO sectors experienced adjustments. The Hainan sector saw strong performance with Hainan Mining and Hainan Development hitting the daily limit. The lithium sector also performed well, with Yongxing Materials reaching the daily limit and Rongjie Co., Ltd. rising over 5%. The precious metals sector showed strength, with Xiaocheng Technology increasing over 10% and Hunan Silver rising over 4%. Conversely, the paper sector weakened, with Qingshan Paper and Hengda New Materials dropping nearly 5%. The CPO sector adjusted, with Changguang Huaxin falling over 10% and Youxun Co., Ltd. declining over 9% [3]. Notable Stocks - Several stocks hit the daily limit, including: - Guandao Tui (2.22 yuan, +29.82%, 3 days 3 boards, market cap 104 million yuan) - Bainaqiancheng (6.40 yuan, +20.08%, first limit up, market cap 5.957 billion yuan) - Biaobang Co., Ltd. (46.37 yuan, +20.01%, first limit up, market cap 4.182 billion yuan) - Jiayuan Technology (59.21 yuan, +20.00%, first limit up, market cap 4.704 billion yuan) - Hongyuan Pharmaceutical (26.88 yuan, +20.00%, first limit up, market cap 4.302 billion yuan) [5]. Continuous Limit-Up Stocks - Notable continuous limit-up stocks include: - Shengtong Energy (11 consecutive limit-ups) - Jiamei Packaging (8 consecutive limit-ups) - Shenjian Co., Ltd. (7 consecutive limit-ups) - Antong Holdings (5 consecutive limit-ups) - Jiuding New Materials (4 consecutive limit-ups) [6]. Fund Flow - The lithium battery concept received a net inflow of 13.74 billion yuan, with 16 stocks hitting the daily limit and 287 stocks rising. The Tonghuashun Beautiful 100 index saw a net inflow of 10.645 billion yuan, with 54 stocks increasing. The small metals concept had a net inflow of 9.469 billion yuan, with 5 stocks hitting the daily limit and 124 stocks rising [10][11][12]. Policy and Industry Catalysts - The National Venture Capital Guidance Fund has officially launched, focusing on early projects in integrated circuits, aerospace, and low-altitude economy, providing funding support for hard technology and new production capacity sectors. The National Industrial and Information Technology Work Conference outlined key tasks for 2026, emphasizing the cultivation of emerging pillar industries such as aerospace, low-altitude economy, and biomedicine, which will support AI advancements and satellite IoT commercial trials [13][14]. Industry Trends - The photovoltaic silicon wafer sector is experiencing a price surge, with four leading companies raising prices by an average of 12%. The lithium carbonate futures have also surged, breaking through 130,000 yuan/ton, rebounding over 120% from the year's low, leading to a strong performance in lithium battery upstream material companies [15].