Market Overview - The A-share market showed a rebound with all three major indices closing higher, with the Shanghai Composite Index up 0.14%, the Shenzhen Component Index up 0.5%, and the ChiNext Index up 1.01% [1] Sector Performance - The commercial aerospace sector experienced a surge, with multiple stocks hitting the daily limit, including Jieli Rigging achieving a "two consecutive limit" [2] - The controllable nuclear fusion sector saw a strong afternoon performance, with Zhejiang Fu Holding's stock hitting the daily limit, and significant trading volume observed [6] - The robotics concept stocks strengthened, with Fule New Materials and Yichang Technology hitting the daily limit; the oil and gas sector continued its strong performance with Intercontinental Oil and Gas achieving "two consecutive limits" [4] - The PCB concept stocks rapidly rose, with multiple stocks including Pengding Holdings hitting the daily limit; however, sectors such as insurance, semiconductors, and pharmaceuticals faced declines [4] Controllable Nuclear Fusion Sector - Zhejiang Fu Nuclear Power announced a significant milestone in its future energy strategy, signing a cooperation agreement for the joint development of ultra-high thermal load components for the China Fusion Engineering Demonstration Reactor (CFEDR) [9] - The controllable nuclear fusion industry is entering an upward capital expenditure cycle, with expectations of increased domestic and international capital spending, potentially leading to a surge in industry orders [9] - It is projected that the next 3-5 years will be a peak period for bidding on nuclear fusion projects in China, with expected investments reaching 146.5 billion yuan [9] Computing Power Leasing Sector - The computing power leasing concept stocks saw an increase, with Qingyun Technology hitting the daily limit [10] - 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 [11] - Heterogeneous computing is identified as a foundational technology for the "East Data West Computing" project, with expectations for increased demand in artificial intelligence data centers and computing power procurement [12]
4分钟涨停,封单超30万手
Zhong Guo Zheng Quan Bao·2026-01-22 09:18