Xin Lang Cai Jing·2025-12-29 04:22Market Overview - The three major indices showed mixed performance in early trading, with the Shanghai Composite Index rising by 0.31% and the ChiNext Index falling by 0.32%. The total trading volume in the Shanghai and Shenzhen markets was 1.4 trillion yuan, a decrease of 54.6 billion yuan compared to the previous trading day [1][11]. Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with over 10 stocks hitting the daily limit. Notably, Shenjian Co. achieved an 8-day consecutive limit-up. Other stocks like Zhongchao Holdings and Aerospace Development also saw significant gains [1][11]. - On December 26, the Shanghai Stock Exchange released guidelines for commercial rocket companies, indicating a shift from the cultivation phase to a growth phase for the commercial aerospace industry. Future policies may focus on optimizing industry access and promoting infrastructure sharing [3][12]. Robotics Sector - The robotics sector remained active, with stocks like Fenglong Co. and Wuzhou Xinchun hitting the daily limit. The Ministry of Industry and Information Technology held a meeting to establish standards for humanoid robots, which may further stimulate the sector [5][15]. - Companies such as Shengtong Energy and Jiamai Packaging have also shown strong performance, with Shengtong Energy achieving a 12-day consecutive limit-up [1][16]. Carbon Fiber Sector - The carbon fiber sector exhibited strong performance, with stocks like Jilin Chemical Fiber and Heshun Technology hitting the daily limit. The price of carbon fiber products is expected to rise by 10% to 20% starting January 2026, as announced by Toray Industries [7][21]. - Analysts believe that the carbon fiber industry is entering a recovery phase, with a clear differentiation in market competition. High-performance requirements in aerospace and renewable energy sectors are driving demand [7][21]. Precious Metals Sector - The precious metals sector, particularly silver, saw significant gains, with silver futures rising over 10% and spot silver increasing by more than 1%. Stocks like Hunan Silver and Baiyin Youse hit the daily limit [7][23]. - The main silver futures contract reached a new high of 19,937 yuan per kilogram, reflecting strong market interest [7][23]. Digital Currency Developments - The People's Bank of China has introduced an action plan for digital currency, set to officially launch on January 1, 2026. As of November 2025, digital yuan transactions totaled 34.8 billion, amounting to 16.7 trillion yuan [34].