涨！这个板块再度爆发→

Market Overview - As of the midday close, the Shanghai Composite Index rose by 0.37%, the Shenzhen Component Index increased by 1.06%, and the ChiNext Index gained 1.72% [1] - Over 3,400 stocks in the market experienced an increase, indicating a broad-based rally [2] Sector Performance - The military industry sector showed strong performance, with the China Shipbuilding Industry and Chengfei Group leading the gains [1] - Other sectors that performed well included robotics, low-altitude economy, consumer electronics, and solid-state batteries, while precious metals, agriculture, innovative pharmaceuticals, and electric power sectors faced declines [1] Institutional Insights - A senior market analyst from Guotai Junan, Yuan Qiang, noted a new trend in market liquidity, with high-risk preference funds continuing to flow back into A-shares, particularly in the technology sector. Both ETFs and margin financing have increased their holdings in electronics and computers [4] - The fund manager from Shenzhen Qianhai Rongyue Asset Management, Wang Zhangliang, observed that the index maintained a narrow range of fluctuations last week, indicating a potential breakout. Positive news over the weekend and easing geopolitical tensions have significantly improved overall market risk appetite [4] - The Shanghai Composite Index has stabilized above the annual line, with a bullish alignment in the moving average system, suggesting a continued positive short-term trend. The entire manufacturing industry chain in China is expected to further leverage its advantages, benefiting export-related sectors such as high-end manufacturing and new energy [4]