午评：沪指涨0.31% PEEK材料、化纤、脑机接口板块涨幅靠前

Market Overview - The Shanghai and Shenzhen stock markets showed mixed performance on December 29, with the Shanghai Composite Index rising by 0.31% to 3975.92 points and a trading volume of approximately 588.2 billion yuan [1] - The Shenzhen Component Index increased by 0.03% to 13607.39 points, with a trading volume of about 808.1 billion yuan, while the ChiNext Index fell by 0.32% to 3233.53 points, with a trading volume of around 350.6 billion yuan [1] Sector Performance - Sectors such as non-ferrous metals, scarce resources, and chemical fibers showed strong gains, while water products, newly listed stocks on the Sci-Tech Innovation Board, and paper-making sectors faced declines [1] - Notable strong performances were observed in sectors like TOPcon batteries, diversified finance, semiconductors, and shipbuilding, with significant movements in Hainan Free Trade Zone, digital currency, electric motors, and home appliances during the trading session [1] Institutional Insights - CITIC Securities highlighted three expectations driving the market's year-end rally, including improved overseas liquidity and risk conditions, as well as heightened policy expectations from recent "14th Five-Year" plans [2] - Huatai Securities noted a potential rebound in insurance capital allocation and emphasized the importance of monitoring January's annual report forecasts and possible reserve requirement ratio cuts [2] - Everbright Securities pointed out historical trends of "spring market rallies" in A-shares and suggested focusing on growth and consumer sectors, particularly in TMT and advanced manufacturing during this period [3] Policy Developments - The National Development and Reform Commission (NDRC) emphasized the importance of continuous communication with private enterprises to promote healthy development in the private sector, aligning with the central economic work conference's directives [4] - The State-owned Assets Supervision and Administration Commission (SASAC) outlined plans for central enterprises to focus on intelligent, green, and integrated development, while also prioritizing emerging industries and future sectors such as AI, biotechnology, and green shipping [5][6]