午评：沪指涨0.16% 科创50指数涨2.96% 贵金属股和CPO概念股涨幅靠前

Market Performance - The three major stock indices in Shanghai and Shenzhen opened lower on January 21, but quickly rebounded, with the Shenzhen Component Index and ChiNext Index rising over 1% during the session [1] - The Sci-Tech Innovation 50 Index showed strong performance, with notable gains from companies such as Longxin Technology (up 20%) and Haiguang Information (up over 12%) [1] - By midday, the Shanghai Composite Index was at 4120.10 points, up 0.16%, with a trading volume of approximately 729.9 billion yuan; the Shenzhen Component Index was at 14263.20 points, up 0.76%, with a trading volume of about 901 billion yuan [1] Sector Performance - Key sectors that performed well included precious metals, epoxy propane, generator concepts, energy metals, and storage chips, while coal, electric grid equipment, and commercial retail sectors saw declines [1] - By midday, the precious metals, CPO concept, and lithium sectors were leading in gains, while coal, duty-free shops, and liquor sectors were among the biggest losers [1] Industry Insights - According to CITIC Securities, the storage chip sector is experiencing a price increase due to surging AI demand and supply-side contractions, leading to a performance boom for global storage industry companies [2] - Huatai Securities noted that after a significant increase in A-share trading volume, market sentiment remains high, with potential upward movement if supported by fundamental and liquidity catalysts [2] - GF Securities highlighted that the domestic new drug sector is entering a new growth cycle, with expectations for record-high License out transactions by 2025, showcasing the global competitiveness of domestic new drugs [2] Technological Developments - The Ministry of Industry and Information Technology reported that over 300 key technologies have been developed in the first phase of 6G technology trials, with expectations for industrial value-added growth of 5.9% by 2025 [3] - The ministry also emphasized the importance of supporting local governments in establishing future industry pilot zones and promoting new emerging industries [4][5]