钱诚·同享：164股争雄，12月29日暴动股风云录（一）

Market Overview - The A-share market continues to show structural heat amidst fluctuations, with the Shanghai Composite Index slightly up by 0.04%, achieving a rare "nine consecutive days of gains" [1] - The Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively, indicating a divergence in market sentiment [1][2] - Total market turnover was 21,577 billion, slightly down from the previous day, but with significant localized profit-making effects [1][2] Stock Performance - A total of 164 stocks rose more than 6% (non-ST), with 72 hitting the daily limit and 92 others showing significant gains, highlighting a vibrant market segment [1][3] - The market displayed a typical characteristic of "stable index, declining individual stocks, and explosive hotspots" [2] Hot Sectors - Key sectors showing strong performance included commercial aerospace, carbon fiber, brain-machine interfaces, humanoid robots, diversified finance, and photovoltaic equipment, while energy metals, food and beverage, and pharmaceutical sectors lagged [2] - The concentration of active funds indicates a shift towards strong themes, with a focus on policy, industry trends, and event catalysts [2] Leading Stocks - The leading stock in terms of consecutive gains is Victory Energy (001331.SZ) with "12 consecutive gains," followed by Jia Mei Packaging (002969.SZ) with "9 consecutive gains" [5][6] - Other notable stocks include Shen Jian Co. (002361.SZ) with 8 consecutive gains, and several others with 4 or fewer consecutive gains [7] Market Dynamics - The core narrative driving the market is centered around "commercial aerospace," with over 10 related stocks contributing to the upward momentum [8] - The quality of limit-up stocks varies, with some showing strong locking characteristics while others exhibit volume-driven limit-ups, indicating active participation from funds [8] Future Trends - The commercial aerospace sector is expected to remain a key theme, with potential for continued activity, although differentiation among stocks may increase [11] - As high-consecutive gain stocks reach a bottleneck, funds may shift towards lower-positioned stocks with new catalysts [11] - The market is likely to maintain a style of "index fluctuations, thematic performances," with the ability to expand hotspots depending on turnover growth [12]