Zhong Guo Zheng Quan Bao·2026-01-22 08:07Market Overview - The A-share market showed a rebound with all three major indices rising, with the Shanghai Composite Index up by 0.14%, the Shenzhen Component Index up by 0.5%, and the ChiNext Index up by 1.01% [1] Commercial Aerospace Sector - The commercial aerospace sector experienced a surge, with multiple stocks hitting the daily limit, including Jili Rigging (002342) achieving a "two consecutive limit up" and Shunhao Co. (002565) and Zhongchao Holdings (002471) also reaching the limit [2] Controlled Nuclear Fusion Sector - The controlled nuclear fusion sector saw a strong afternoon performance, with Zhejiang Fu Holdings (002266) hitting the daily limit and other stocks like Xue Ren Group (002639) and Western Materials (002149) also reaching the limit [6] - Zhejiang Fu Holdings announced a significant milestone in its future energy strategy by signing a cooperation agreement for the joint development of ultra-high heat load components for the China Fusion Engineering Test Reactor (CFEDR) [9] - The capital expenditure in the controlled nuclear fusion industry is entering an upward cycle, with expectations of increased domestic and international capital spending, potentially leading to a peak in project tenders over the next 3-5 years, with an estimated investment of 146.5 billion yuan in major domestic fusion projects [9] Robotics and PCB Sectors - The robotics concept stocks strengthened, with Fulei New Materials (605488) and Yichang Technology (002420) hitting the daily limit [4] - The PCB sector also saw rapid gains, with stocks like Pengding Holdings (002938) reaching the daily limit [4] Insurance, Semiconductor, and Pharmaceutical Sectors - The insurance, semiconductor, and pharmaceutical sectors experienced the largest declines in the market [4] Popular Stocks - Guosheng Technology (603778) opened its limit down and later surged to hit the limit up, achieving a trading volume exceeding 2.4 billion yuan after five consecutive days of limit down [4] Computing Power Leasing Sector - The computing power leasing concept stocks rose, with Qingyun Technology hitting the daily limit [10] Heterogeneous Computing - The Ministry of Industry and Information Technology emphasized the importance of technological innovation and the acceleration of breakthroughs in key technologies such as training chips and heterogeneous computing [12] - Heterogeneous computing is identified as a foundational technology for the "East Data West Computing" project, enhancing overall computing efficiency and energy efficiency through specialized hardware [13] - The demand for artificial intelligence data centers (AIDC) and computing power procurement is expected to increase, leading to a recovery period in the internet data center (IDC) industry by 2026 [13]