每周主题、产业趋势交易复盘和展望：“科技自立自强”具体关注什么？-20251025

Market Overview - The average daily trading volume for the entire A-share market was 1.80 trillion CNY, a decrease of 395.5 billion CNY compared to the previous week[8] - The Shanghai Composite Index showed significant fluctuations during the week from October 20 to October 24, 2025[4] Market Style Performance - The ChiNext Index experienced a weekly increase of 8.05%[11] - Growth stocks showed a relative advantage over value stocks, oscillating around the zero axis[17] - Small-cap stocks continued to recover their relative advantage against large-cap stocks, remaining in negative territory[14] Participant Performance - The private equity heavy positions outperformed other participant indices this week, with the Private Equity Heavy Index rising by 2.81%[21] - The National Team Index increased by 1.38%, while the Social Security Heavy Index rose by 1.90%[21] Market Sentiment - The total number of stocks that rose in the A-share market was 4,064, with 9 stocks hitting the upper limit and 6 stocks hitting the lower limit on October 20, 2025[24] - The margin trading balance was 2.45 trillion CNY as of Thursday, lower than the previous week's peak[27] Sector Performance - The report highlighted strong performance in technology sectors, with significant gains in the top 30 popular concept indices[36] - The report also provided insights into the performance of various industry sectors, indicating a mixed performance across different sectors[29]