万联晨会-20260109

Market Overview - The A-share market experienced narrow fluctuations, with the Shanghai Composite Index closing down 0.07% at 4082.98 points, the Shenzhen Component Index down 0.51%, and the ChiNext Index down 0.82% [1][7] - The total trading volume in the Shanghai and Shenzhen markets was 2.80 trillion yuan [1][7] - In terms of industry performance, sectors such as military, media, and construction decoration led the gains, while non-bank financials, non-ferrous metals, and telecommunications lagged [1][7] - Concept sectors saw increases in domestic aircraft carriers, military information technology, and terahertz technology, while cobalt, nickel, and rare earth permanent magnets declined [1][7] Important News - China Petroleum & Chemical Corporation and China Aviation Oil announced a restructuring, approved by the State Council, aimed at leveraging advantages in refining integration and aviation fuel supply systems to reduce costs and promote high-quality development of the industry chain [2][8] - Guangzhou has introduced a plan to accelerate the cultivation of five strategic leading industries: artificial intelligence, semiconductors and integrated circuits, new energy and new energy storage, low-altitude economy and aerospace, and biomanufacturing [2][8]