Market Performance - The Shanghai Composite Index opened higher and closed significantly up, reaching a new high not seen since July 24, 2015, with a closing value of 4083.67 points, a rise of 1.50% [1] - The Shenzhen Component Index also saw a notable increase, closing at 14022.55 points, up 1.40% [1] - The ChiNext Index experienced a lower opening but stabilized and closed at 3319.29 points, with a gain of 0.75% [1] - Overall, over 4100 stocks rose, with nearly 150 stocks hitting the daily limit up [1] Sector Performance - The brain-computer interface sector continued its strong performance from the previous trading day, alongside significant gains in sectors such as non-ferrous metals, aviation, insurance, securities, chemicals, and shipbuilding [1] - All securities stocks experienced an increase, indicating a positive trend in the financial sector [1] Investment Insights - According to institutional views, the A-share market is entering a strong phase due to a series of counter-cyclical adjustment policies, with a focus on sectors like semiconductors, consumer electronics, artificial intelligence, robotics, and commercial aerospace for mid-term investment opportunities [2] - The upcoming earnings forecasts for 2024 and 2025 are expected to show significant growth, particularly as the performance base for Q4 2024 is relatively low [2] - The securities industry is anticipated to recover in 2025, with improving return on equity (ROE) and potential for valuation expansion, driven by favorable industry policies [2] Aviation Industry Projections - By 2025, China's civil aviation sector is projected to handle 7.7 billion passenger trips, with a total transport turnover of 1640.8 billion ton-kilometers, reflecting year-on-year growth of 10.5% and 5.5% respectively [3] - The civil aviation authority aims to enhance the efficiency of air transport networks and improve passenger travel processes [3] Corporate Developments - China Aerospace Science and Industry Corporation is offering a 29.5904% stake in its subsidiary, China Aerospace Science and Industry Rocket Technology Co., with a base price of approximately 329.985 million yuan, valuing the company at around 11.2 billion yuan [4] - NVIDIA plans to test Level 4 autonomous taxi services by 2027, highlighting its focus on autonomous vehicles as a key growth area alongside AI infrastructure [5]
收评：沪指涨1.5%再创10年新高 脑机接口及有色板块领涨 证券股全线上涨
Xin Hua Cai Jing·2026-01-06 07:35