Xin Lang Cai Jing·2025-12-26 10:56Market Overview - The market experienced a significant rebound during the last complete trading week of 2025, with key sectors such as CPO, liquid cooling servers, humanoid robots, and commercial aerospace witnessing strong surges [1][4] - Major stocks like Shenjian Co. and Haoshi Electromechanical achieved consecutive daily limits, indicating robust market performance [1][4] Index Performance - Major indices, including the Shanghai Composite, Shenzhen Component, and ChiNext, recorded consecutive gains, with the Shanghai Composite achieving an 8-day winning streak since December 17 [2][16] - Several sectors saw weekly gains exceeding 6%, with some sectors showing even higher increases since their lows on November 24 [2][16] Leading Sectors - Key sectors leading the market include: - Hainan Free Trade Zone: 9.08% weekly increase, 9.20% since November 24 - Storage Chips: 13.87% increase since November 24 - Liquid Cooling Servers: 5.66% weekly increase, 12.71% since November 24 - CPO: 12.11% increase since November 24 - Humanoid Robots: 4.57% weekly increase [3][17] Policy and Funding Support - The National Venture Capital Guidance Fund officially launched on December 26, focusing on artificial intelligence and 6G technologies, with initial regional funds exceeding 500 billion [4][18] - The Jiangxi Province's "Artificial Intelligence+" action plan aims for a computing service scale of 5000 PFlops by 2030, further stimulating the computing sector [4][18] Commercial Aerospace Developments - The commercial aerospace sector has seen numerous catalytic events, including the release of a report indicating 325 global space launches and 4026 satellites in orbit, with China contributing significantly [5][18] - The Commercial Aerospace Industry Alliance's innovation fund has been initiated, with an initial scale of 10-20 billion, aiming to expand to 100 billion [5][18] Humanoid Robots Sector - The humanoid robot sector has seen a resurgence, with a weekly increase of over 4% and nearly 10% since November 24 [8][21] - Notable stocks include: - Tianqi Co. with consecutive daily limits - Haoshi Electromechanical achieving historical highs - Chaojie Co. doubling in price over the past month [8][21] Capitalization and Market Events - Recent capital operations in the humanoid robot sector include a significant acquisition by leading company UBTECH, which plans to acquire approximately 43% of Fenglong Co. [9][22] - Additional events include the establishment of the Beijing Robotics Industry Association and the upcoming humanoid robot marathon in 2026 [9][22]