Zheng Quan Shi Bao Wang·2026-01-15 09:31Market Overview - The A-share market opened lower and experienced fluctuations, with the Shanghai Composite Index testing the 4100-point support level. The North Stock 50 and Sci-Tech 50 also saw declines, while the Shenzhen Component Index and ChiNext Index rebounded towards the end of the trading session. The total market turnover was 2.94 trillion yuan [2]. Sector Performance - The electronic industry saw a net inflow of over 16.8 billion yuan, while the basic chemical sector had a net inflow of over 9.6 billion yuan. The non-ferrous metals sector received over 8.2 billion yuan in net inflow, and the communication sector saw over 3.7 billion yuan in net inflow. In contrast, the computer sector experienced a net outflow of over 16 billion yuan, with defense and non-bank financial sectors also seeing significant outflows [4]. - The chip industry chain strengthened in the afternoon, with the photolithography machine sector leading the gains. The sector index surged, closing at its highest point and setting a historical record. Notable stocks included Dongcai Technology and Qicai Chemical, both hitting the daily limit, along with Shanghai Xinyang and Su Da Weige seeing gains of over 10% [4]. Semiconductor Market Insights - According to TrendForce, due to major DRAM manufacturers shifting to advanced processes to meet AI server demands, the supply in other markets is expected to tighten significantly, with a projected increase of 55%-60% in contract prices for conventional DRAM in Q1 2026. NAND Flash prices are also expected to rise by 33%-38% due to capacity control by manufacturers [6]. - The International Semiconductor Industry Association anticipates continued growth in global semiconductor manufacturing equipment sales, driven by investments in artificial intelligence, with sales expected to reach 145 billion USD and 156 billion USD in 2026 and 2027, respectively [6]. - Domestic storage capacity is narrowing the gap with global leaders through "scale production," providing upstream companies with opportunities for "technical validation and commercialization" [6]. Commercial Aerospace Sector - The commercial aerospace concept stocks experienced significant declines, with companies like Guobo Electronics and Xinghuan Technology hitting the daily limit down. Several other stocks in this sector have faced consecutive trading halts, indicating a bearish trend [7].