国新证券每日晨报-20260107

Domestic Market Overview - The domestic market experienced a rise in both volume and price, with the Shanghai Composite Index closing at 4083.67 points, up 1.5%, and the Shenzhen Component Index at 14022.55 points, up 1.4% [1][8] - A total of 28 out of 30 sectors in the CITIC index saw gains, with non-ferrous metals, non-bank financials, and defense industries leading the increases, while only the telecommunications sector experienced a slight decline [1][8] - The total trading volume for the A-share market reached 28,323 billion yuan, showing a significant increase compared to the previous day [1][8] Driving Factors - The People's Bank of China has deployed key work for 2026, emphasizing the flexible and efficient use of various monetary policy tools, including reserve requirement ratio cuts and interest rate reductions, to maintain ample liquidity [9] - On the same day, 4,108 stocks in the A-share market rose, while 1,222 fell, indicating strong market sentiment with 395 stocks rising over 5% and 144 hitting the daily limit up [9] Industry Insights - The civil aviation sector is projected to surpass 500 million passengers by 2025, making China the world's largest aviation population country [13] - The civil aviation industry is expected to see a 26.9% increase in total transport turnover, a 16.7% increase in passenger transport volume, and a 35.1% increase in cargo transport volume compared to 2019 [13] - Fixed asset investment in civil aviation during the 14th Five-Year Plan period is expected to reach a record high, with 6,300 billion yuan invested, adding 49 new runways and 2,232 new parking spaces [13] Global Market Overview - On January 6, the three major U.S. stock indices all closed higher, with the Dow Jones up 0.99%, the S&P 500 up 0.62%, and the Nasdaq up 0.65% [2] - However, the major Chinese concept stocks saw a decline, with BOSS Zhipin dropping over 6% [2]