Hua Xia Shi Bao·2026-01-13 05:03Market Overview - On January 13, A-shares opened higher but showed mixed performance by midday, with the Shanghai Composite Index down 0.03%, Shenzhen Component Index down 0.31%, and ChiNext Index down 0.83% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.44 trillion yuan, an increase of 128.3 billion yuan compared to the previous trading day [1] Sector Performance AI Application Sector - The AI application concept continued to show strength, with over ten constituent stocks hitting the daily limit, including Ingrity Media, Liou Co., and Shengguang Group [1] - AI medical stocks were notably active, with companies like Meian Health and Dean Diagnostics achieving three consecutive daily limits, and Hongbo Pharmaceutical hitting a 20% limit up [1][9] Commercial Aerospace Sector - The commercial aerospace sector experienced a significant pullback after a period of rapid growth, with multiple stocks showing declines of over 10% [6][7] - Notable declines included Aerospace Huanyu down 19.58%, Guolian Aviation down 14.32%, and Sry New Materials down 14.29% [6] Lithium Mining Sector - The lithium mining sector saw a resurgence, with stocks like Tibet Summit hitting the daily limit up, and others like Salt Lake Shares and Ganfeng Lithium rising over 7% [14] - The price of lithium carbonate futures surpassed 170,000 yuan per ton, marking a rise of over 9% and reaching a new high since October 2023 [14] Precious Metals Sector - The precious metals sector experienced a rally, with spot gold prices reaching a record high of $4,630.28 per ounce [17] - Stocks such as Hunan Silver and Xiaocheng Technology saw significant gains, both exceeding 8% [17] Expert Insights - Experts have raised warnings about the speculative nature of the commercial aerospace sector, emphasizing the need for companies to disclose key information to reduce information asymmetry risks [7] - The commercial aerospace sector is currently transitioning from policy incubation to large-scale implementation, with challenges such as low satellite data utilization and a lack of sustainable profit models in the consumer market [7]