Zheng Quan Shi Bao·2026-01-09 09:13Market Overview - The A-share market rose again on January 9, with the Shanghai Composite Index breaking through 4100 points, marking a continuous 16-day increase [1] - The total trading volume of the A-share market exceeded 3 trillion yuan, the first time since October 2025 [1] - The Shanghai Composite Index closed up 0.92% at 4120.43 points, while the Shenzhen Component Index rose 1.15% and the ChiNext Index increased by 0.77% [1] AI Application Sector - The AI application concept saw a significant surge, with stocks like Yidian Tianxia and Kunlun Wanwei hitting the 20% limit up, and Xinghuan Technology reaching a historical high [3][4] - The Ministry of Industry and Information Technology and other departments issued an implementation opinion for the "AI + Manufacturing" initiative, aiming for significant advancements in AI technology and applications by 2027 [4][5] - The proportion of industrial enterprises in China applying large models and intelligent agents increased from 9.6% in September 2024 to 47.5% in 2025, with further rapid growth expected [5] Aerospace and Military Sector - The aerospace and military sectors showed strong performance, with stocks like Qian Zhao Guangdian and Zhenyou Technology hitting the 20% limit up [7][8] - The military industry is expected to enter a long-term prosperous phase, driven by both domestic demand and foreign trade, with significant improvements in revenue and profitability anticipated [8] Notable Stocks - Fenglong Co. continued its impressive performance with an 11-day limit up streak, reaching a historical high [10] - Lushin Investment also saw a strong performance with 9 limit up days in 11 trading sessions [10] - Zhizhi New Materials achieved a 20% limit up for five consecutive days, with a cumulative increase of nearly 150% [11]