Xuan Gu Bao·2026-01-08 08:46Market Overview - The Shanghai Composite Index experienced a narrow fluctuation, achieving a 15-day consecutive rise, while the ChiNext Index fell nearly 1%. The trading volume reached 2.82 trillion yuan, with approximately 3,700 stocks in the Shanghai and Shenzhen markets showing gains [1]. Aerospace Sector - The aerospace sector saw a significant surge, with multiple stocks such as Shenjian Co., Luxin Investment, and Nanjing Panda hitting the daily limit. The catalyst for this rally was the commencement of construction for China's first offshore reusable rocket recovery base in Hangzhou [4][5]. - Elon Musk announced an ambitious goal for SpaceX to produce 10,000 Starship rockets annually, indicating strong growth potential in the aerospace industry [4]. - The sector recorded a 5% increase overall, with notable performances from companies like Shenjian Co. (+9.99%) and Luxin Investment (+9.99%) [5]. Nuclear Fusion Sector - The nuclear fusion concept continued to perform well, with stocks like Far East Holdings and Hongxun Technology achieving consecutive gains. A nuclear fusion energy technology and industry conference is scheduled for January 2026 in Hefei, aiming to promote innovation and collaboration within the industry [7][9]. - The sector is viewed as a strategic development direction for China, with ongoing construction of various fusion devices [9]. Brain Science Sector - The brain science sector remained active, with stocks such as Pulit, Nanjing Panda, and Innovation Medical continuing to hit the daily limit. The global market for brain-computer interface applications is projected to reach approximately $3.19 billion by 2025, with significant growth expected in the medical application market by 2030 and 2040 [10][12]. - In China, the brain-computer interface market is anticipated to exceed 3.8 billion yuan by 2025, growing at an annual rate of about 20% [13].