Di Yi Cai Jing Zi Xun·2026-01-07 07:36Market Overview - A-shares experienced narrow fluctuations on January 7, with the Shanghai Composite Index rising by 0.05%, the Shenzhen Component Index by 0.06%, the ChiNext Index by 0.31%, and the STAR Market Index by 1.53% [1][2]. Sector Performance - The semiconductor industry chain showed strength, with photolithography machines and memory sectors leading the gains. Active sectors included rare earths, CPO, innovative pharmaceuticals, and short drama gaming themes. Conversely, digital currency and cross-border payment sectors adjusted, while brokerage and oil & gas sectors saw significant declines [2][6]. Individual Stock Highlights - Notable stocks in the photolithography and photolithography adhesive sectors included: - Jiasian Co. (+25.68%) - Gaomeng New Materials (+20.03%) - Huarong Chemical (+20.03%) - Nanda Optoelectronics (+20.00%) - Xinyuan Micro (+20.00%) [3][4]. - The coal sector experienced a collective surge, with stocks such as Dayou Energy, Antai Group, and Shaanxi Black Cat hitting the daily limit [4]. Trading Volume and Market Sentiment - The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day, with nearly 3,200 stocks declining [4][6]. Capital Flow - Main capital inflows were observed in coal, electric grid equipment, and semiconductor sectors, while outflows were noted in computer, consumer electronics, and securities sectors [6][7]. Institutional Insights - Dongfang Securities noted that the market opened positively, with a favorable outlook for technology growth stages. - CICC highlighted an improvement in market risk appetite, suggesting that the spring market trend may continue. - China Merchants Securities indicated that A-shares are likely to maintain an upward trend, with a high probability of continuing the spring offensive [8].