粤开市场日报-20251021
Yuekai Securities·2025-10-21 07:53

Market Overview - The A-share market showed a positive trend today, with major indices mostly rising. The Shanghai Composite Index increased by 1.36% to close at 3916.33 points, while the Shenzhen Component Index rose by 2.06% to 13077.32 points. The Sci-Tech 50 index saw a gain of 2.81%, closing at 1406.32 points, and the ChiNext Index increased by 3.02% to 3083.72 points. Overall, 4624 stocks rose, 729 fell, and 80 remained unchanged, with a total trading volume of 18739 billion yuan, an increase of 1362.89 billion yuan compared to the previous trading day [1]. Industry Performance - Among the Shenwan first-level industries, all sectors except coal experienced gains today. The leading sectors in terms of growth included telecommunications, electronics, construction decoration, comprehensive, real estate, and machinery equipment [1]. Sector Highlights - The top-performing concept sectors today included optical modules (CPO), consumer electronics OEM, optical chips, HBM, primary real estate developers, cultivated diamonds, copper-clad laminates, circuit boards, optical communications, excavators, memory storage, urban village renovation, natural gas, oil and gas extraction, and GPU sectors [1].