涨停潮！军工板块大爆发！

Market Overview - A-shares opened higher on May 7, with the Shanghai Composite Index rising nearly 1% to stabilize above 3300 points, while the Hang Seng Index saw a slight increase but closed lower for the Hang Seng Technology Index, which fell by 0.75% [1] - The Shanghai Composite Index closed at 3342.67 points, up 0.8%, with a total trading volume of 150.53 billion yuan, an increase of over 140 billion yuan from the previous day [1] Sector Performance Financial Sector - The banking, insurance, and brokerage sectors collectively rose, with notable gains in Xi'an Bank and Qingnong Commercial Bank, both up around 3%, and major banks like Bank of China and China Construction Bank up about 2% [4][5] - The People's Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio, expected to inject approximately 1 trillion yuan into the market, along with a 0.1 percentage point cut in policy interest rates [6][7] Military Industry - The military sector experienced a strong rally, with stocks like Tongyi Aerospace rising over 25% and several others hitting the daily limit [9][10] - Analysts suggest that the military sector has strong operational certainty driven by domestic demand, with expectations for accelerated progress in domestic large aircraft and military trade [11] Phosphate Sector - The phosphate sector saw significant gains, with stocks like Zhongyida and Yangmei Chemical hitting the daily limit, driven by tightening supply and increasing demand for lithium iron phosphate in new energy applications [12][14][15] - The domestic phosphate rock supply-demand balance is tightening due to declining grades and rising extraction costs, while new capacity additions are expected to take time [15]