Xuan Gu Bao·2026-01-22 09:11Market Overview - The market experienced a rebound with all three major indices rising, driven by strong performances in the commercial aerospace sector, oil and gas stocks, and PCB (Printed Circuit Board) sector [1] - Over 3,500 stocks in the Shanghai and Shenzhen markets saw gains, with a total trading volume of 2.72 trillion [1] Aerospace Sector - The aerospace sector saw significant gains, with multiple stocks such as Galaxy Electronics, Giant Lifting, and China First Heavy Industries hitting the daily limit [4][5] - Elon Musk is actively pushing for SpaceX's IPO, aiming for completion by July this year [4][5] - Analysts predict that SpaceX could dominate 99% of the global orbital payload capacity by 2026, reshaping the space economy [6] Oil Services Sector - The oil services sector surged, with stocks like Intercontinental Oil and Renji Holdings reaching their daily limits [7][8] - The International Energy Agency (IEA) raised its forecast for global oil demand growth in 2026 to 930,000 barrels per day, up from a previous estimate of 860,000 barrels per day [7] - The oil services industry is expected to benefit from increased capital expenditure, projected to reach $66.3 billion and $68.3 billion in 2025 and 2026, respectively, with growth rates of 10% and 3.2% [8] PCB Sector - The PCB sector experienced a strong rally, with stocks like Jin'an International and Honghe Technology hitting their daily limits [9][10] - Jin'an Guoji announced a projected net profit of 280 million to 360 million for 2025, representing a year-on-year increase of 655.53% to 871.40% [9] - Due to supply constraints and rising prices of raw materials, Japanese semiconductor material manufacturers are increasing prices of PCB materials by over 30% starting March 1 [9] Robotics Sector - The robotics sector showed active performance, with several stocks experiencing gains [11] Semiconductor Sector - The semiconductor sector faced declines, with stocks like Blue Arrow Electronics dropping nearly 10% [1][11]