粤开市场日报-20260115-20260115

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index down by 0.33% closing at 4112.60 points, while the Shenzhen Component Index increased by 0.41% to 14306.73 points. The ChiNext Index fell by 0.46% to 1493.95 points, and the Growth Enterprise Market Index rose by 0.56% to 3367.92 points. Overall, 2226 stocks rose while 3121 stocks fell, with a total trading volume of 29055 billion yuan, a decrease of 10359 billion yuan compared to the previous trading day [1][12]. Industry Performance - Among the Shenwan first-level industries, the leading sectors included electronics, basic chemicals, non-ferrous metals, building materials, and electric equipment, with respective gains of 1.67%, 1.40%, 1.37%, 0.56%, and 0.54%. Conversely, the sectors that experienced declines included comprehensive, national defense and military industry, media, computer, and commercial retail, with losses of 3.35%, 2.80%, 2.70%, 2.40%, and 1.65% respectively [1][12]. Concept Sectors - The top-performing concept sectors today were advanced packaging, cobalt mining, photolithography machines, semiconductor materials, semiconductor silicon wafers, HBM, the SMIC industrial chain, semiconductor equipment, wafer industry, copper-clad laminates, power batteries, lithium battery electrolytes, selected rare metals, memory, and small metals [2][11].