华龙证券华龙内参2024年第91期，总第1650期（电子版）

Market Overview - The market experienced a day of fluctuation with the ChiNext index leading the decline [3] - Major indices saw a decrease, with the Shanghai Composite Index closing at 3157.97, down 0.42%, and the Shenzhen Component down 0.71% [14] - A total of 4093 stocks declined, indicating a poor profit-making effect with a rise-to-fall ratio of only 0.28 [6][13] Sector Performance - Active sectors included copper foil, AI PC, automotive, and pork stocks, which saw significant gains [4][6] - Conversely, sectors such as gold, military industry, and quantum technology faced collective adjustments [4] Financing and Investment Trends - As of May 20, the financing balance on the Shanghai Stock Exchange was reported at 791.846 billion, an increase of 0.669 billion from the previous trading day [12] - The total financing balance across both exchanges reached 1,496.261 billion, reflecting a rise of 0.2827 billion [12] Nuclear Power Development - The "Linglong No. 1," the world's first land-based commercial modular small reactor, has officially started its main control room, marking a peak in system equipment installation [7] - Expected to be operational by 2026, it will generate an annual output of 1 billion kWh, sufficient to meet the electricity needs of over 500,000 households in Hainan [7] - China's nuclear power generation is projected to increase from 5% in 2022 to around 10% by 2035, supported by a more proactive policy environment [7] Real Estate Policy Changes - The Chongqing government has adjusted its real estate transaction policies, allowing new housing to be listed for sale immediately after obtaining property rights certificates [9][20] - This change aims to stimulate the housing market, which has been experiencing weak demand [35] Upcoming Events - The 26th Integrated Circuit Manufacturing Annual Conference and Supply Chain Innovation Development Conference is scheduled for May 22, 2024 [44] - The 8th World Drone Conference will take place on May 24, 2024 [44]