每日市场观-20251125

Market Overview - On November 24, the Shanghai Composite Index rose by 0.05%, the Shenzhen Component Index increased by 0.37%, and the ChiNext Index gained 0.31%[2] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.7 trillion yuan, a decrease of over 200 billion yuan compared to the previous Friday, indicating cautious market sentiment[1] Sector Performance - Key sectors that saw gains included shipbuilding, aerospace, internet services, software development, and cultural media[1] - The top three sectors for net inflow of funds were software development, advertising marketing, and communication equipment, while energy metals, industrial metals, and batteries saw the largest outflows[3] Foreign Investment - From January to October 2025, actual foreign investment in China amounted to 621.93 billion yuan, a year-on-year decrease of 10.3%[4] - The manufacturing sector attracted 161.91 billion yuan, while the service sector received 445.82 billion yuan in foreign investment[4] Technological Developments - The number of 5G base stations in China reached 4.705 million, with over 20,000 industrial 5G private networks established, indicating significant advancements in industrial internet infrastructure[5] - The Chinese government is promoting the integration of industrial internet and artificial intelligence, aiming for high-quality development in this sector[6] Fundraising Trends - As of November 23, 2025, the total scale of newly established funds reached 1,044.598 billion yuan, marking the seventh consecutive year of annual fundraising exceeding one trillion yuan[13] - Active equity products, including stock and mixed funds, accounted for over half of the new fundraising scale, reflecting a shift in product structure[13]