Zheng Quan Shi Bao·2026-01-05 03:50Market Overview - The A-share market opened higher on January 5, with the Shenzhen Component Index and ChiNext Index rising over 1%, and the Sci-Tech 50 Index increasing by more than 2% [1] - Sectors such as brain-computer interface, aviation, non-ferrous metals, communication equipment, and semiconductors saw significant gains, while public transportation, general machinery, transportation services, and media entertainment sectors experienced declines [1] Insurance Sector - The insurance sector saw a notable increase, with New China Life Insurance rising over 6% to reach a historical high, while China Ping An, China Life, China Pacific Insurance, and China Re also experienced upward movements [1][2] Brain-Computer Interface - Brain-computer interface stocks were active, with companies like Innovation Medical and Meihao Medical hitting the daily limit, and several others such as Beiyikang and Aipeng Medical also showing gains [3] - Elon Musk's Neuralink announced plans for large-scale production of brain-computer interface devices starting in 2026, which is expected to drive interest in the sector [5] Robotics Sector - The robotics sector showed repeated activity, with companies like Wuzhou Xinchun experiencing a four-day limit increase, and others such as Siling Zhichui and Hanwei Technology also rising [5] - Morgan Stanley projected that China could ship 14,000 humanoid robots by 2026, with annual growth expected in the following years, potentially reaching over one million units by 2034 [6] Nuclear Fusion - The controllable nuclear fusion sector saw gains, with companies like Wangzi New Materials hitting the daily limit, and others such as Western Superconducting and Hahwa Technology also rising [7] - Institutional reports indicate that the controllable nuclear fusion industry is entering a capital expenditure expansion phase, benefiting core companies in the supply chain [7] Gaming Sector - Gaming stocks collectively strengthened, with companies like 37 Interactive Entertainment hitting the daily limit, and others such as Tom Cat and Century Huatong also rising [8] - WeChat Mini Games announced an upgrade to its in-app purchase incentive policy starting January 1, 2026, aimed at encouraging quality content creation [8] Semiconductor Industry - The semiconductor industry experienced a rebound, with companies like Zhongwei Company and Xidian Co. showing positive performance across equipment, materials, and wafer foundry sectors [8][9] - Huahong Semiconductor announced a plan to acquire a 97.5% stake in Huali Microelectronics, while Zhongwei Company disclosed plans for a cash and stock purchase of a 64.69% stake in Hangzhou Zhonggu Electronic [9] Computing Hardware - Computing hardware stocks were active, with companies like Kecuan Technology hitting the daily limit, and others such as Sry New Materials and Yongding Co. also rising [10] - Analysts believe that the growth of AI applications will drive rapid demand for computing hardware, with a positive outlook for the sector extending into 2026 [10] Commercial Aerospace - The commercial aerospace sector continued its upward trend, with companies like Reco Defense achieving a four-day limit increase, and others such as Goldwind Technology also rising [12]