SIASUN(SZ:300024) Sou Hu Cai Jing·2025-12-29 08:53Market Overview - The market experienced fluctuations with mixed performance across major indices, where the Shanghai Composite Index rose by 0.04%, while the Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively [1] Sector Performance - The chemical fiber, oil, and diversified financial sectors showed notable gains, while energy metals, pharmaceutical commerce, and battery sectors faced declines [1] Capital Flow - Major capital inflows were observed in the banking, oil, and diversified financial sectors [1] ETF Performance - Aerospace, robotics, and banking-related ETFs performed well, likely influenced by recent news [2] - The National Venture Capital Fund has been launched, focusing on early-stage projects in integrated circuits, AI, aerospace, low-altitude economy, biomanufacturing, and future energy [2] - The aerospace technology sector is expected to maintain high prosperity in 2026, driven by both domestic and international demand [2] - The establishment of the humanoid robot standardization committee is anticipated to accelerate the commercialization of humanoid robots [3] Banking Sector Developments - The number of banks participating in RMB business has expanded to 40, with the total allocation increasing from 50 billion RMB to 100 billion RMB [4] - The quality of retail assets and credit issuance in banks is expected to benefit from personal credit recovery, with monetary policy supporting low financing costs [4] - Financial support for the construction of the Western Land-Sea New Corridor is expected to benefit the Chengdu-Chongqing region [4] - The current environment of low interest rates and abundant liquidity is likely to sustain the dividend attributes of banks, with long-term capital continuing to increase holdings [4]