INLY(SH:603598) Xin Lang Cai Jing·2026-01-13 10:24Market Overview - The A-share market experienced a pullback on January 13, with the Shanghai Composite Index dropping nearly 1% and the ChiNext Index falling over 2% [1][14] - The total trading volume across all A-shares reached approximately 3.7 trillion yuan, setting a new historical record and surpassing 3 trillion yuan for three consecutive trading days [1][14] - The Shanghai Composite Index closed down 0.64% at 4138.76 points, while the Shenzhen Component Index fell 1.37% and the ChiNext Index decreased by 1.96% [1][14] Sector Performance - The commercial aerospace sector saw a significant decline, with stocks like Aerospace Huanyu dropping over 18% and Shaoyang Hydraulic falling more than 13% [8][22] - The semiconductor sector also faced losses, with companies like Changguang Huaxin and Saiwei Microelectronics dropping over 10% [15] - Conversely, the insurance and banking sectors performed well, with Xinhua Insurance rising over 4% to reach a new historical high and China Life increasing by more than 3% [15] AI Medical Sector - The AI medical concept saw strong performance, with stocks such as Nossger and Hongbo Pharmaceutical hitting the daily limit, and Di'an Diagnostics rising nearly 12% [2][16] - OpenAI's recent launch of ChatGPT Health aims to integrate multi-source health data, marking a significant advancement in AI's penetration into the healthcare sector [18] - The domestic AI medical application is accelerating, with Ant Group's AI medical product achieving over 15 million monthly active users, indicating a deepening integration of internet healthcare and AI [18] Innovative Drug Sector - The innovative drug concept also gained traction, with stocks like Rongchang Bio and Puris reaching the daily limit of 20% [5][19] - The National Medical Products Administration (NMPA) plans to implement precise policies to support innovative drugs, including establishing a market exclusivity system for pediatric and rare disease medications by 2026 [19] - Several new drugs have been approved for market release in early 2026, indicating a recovery trend in the biopharmaceutical sector [19] GEO Concept - The GEO (Generative Engine Optimization) concept became active, with Tianlong Group hitting the daily limit and stocks like Zhidema and Yidian Tianxia rising over 10% [20][21] - The GEO business of Yingu Media is still in the planning stage and has not yet formed a mature business model, indicating uncertainty in market recognition and profitability [21] Commercial Aerospace Sector Risks - The commercial aerospace sector is facing significant volatility, with companies like Aerospace Huanyu and Shaoyang Hydraulic issuing warnings about high speculative risks due to their stock prices deviating significantly from market trends [10][24] - Companies in this sector have reported that their products are primarily used in industries like metallurgy and hydropower, rather than directly serving the commercial aerospace sector [24][25]