超3900只个股上涨

Core Viewpoint - The article highlights the positive market performance of the Shanghai and Shenzhen stock exchanges, with specific emphasis on the significant gains in the Hainan Free Trade Zone sector and the tourism industry, driven by upcoming policy changes and market conditions [1][5]. Market Performance - As of the midday close, the Shanghai Composite Index is at 3599.44 points, up 0.48%, the Shenzhen Component Index is at 11130.72 points, up 0.65%, and the ChiNext Index is at 2327.36 points, up 0.72% [1][2]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.12 trillion yuan, a decrease of 23 billion yuan compared to the previous trading day, with over 3900 stocks rising [3]. Sector Analysis - The Hainan Free Trade Zone sector experienced significant gains, alongside strong performances in the semiconductor supply chain, large financial stocks, duty-free shop concepts, rare earth permanent magnets, and the tourism and hotel sectors [2][5]. - Conversely, sectors such as precious metals, CPO, and pork stocks showed weakness [2]. Institutional Insights - According to Citic Securities, the official announcement regarding the Hainan Free Trade Port's full island closure on December 18, 2025, is expected to enhance trade and accelerate the development of Hainan as an international tourism consumption center, benefiting various stakeholders in the tourism industry [5]. - The continued implementation of the offshore duty-free policy is anticipated to maintain the competitive advantage of duty-free operators, with the closure expected to increase Hainan's attractiveness and boost the overall development of the tourism retail market [5]. - China Galaxy Securities notes that the government's focus on "stabilizing growth and the stock market" will positively influence the securities sector, with expectations of improved liquidity and investor confidence contributing to the sector's upward trend [5].