A股，午后爆发！

Market Overview - The Shanghai Composite Index closed up 0.33% at 3609.71 points, while the Shenzhen Component Index rose 0.64% to 11289.41 points, and the ChiNext Index increased by 1.86% to 2406.59 points. The total trading volume in the Shanghai and Shenzhen markets reached 182.96 billion yuan, an increase of approximately 63 billion yuan from the previous day [1] Sector Performance - The insurance and banking sectors experienced declines, while the semiconductor sector saw significant gains, with Dongxin Co. hitting a 20% limit up and Fudan Microelectronics rising nearly 10% [1] - The steel sector was also active, with Xining Special Steel and Bayi Steel reaching their daily limit up [1] - The innovative drug concept surged, with Sanyuan Gene rising over 20%, and several other pharmaceutical companies hitting their daily limit up [1][4] Innovative Drug Sector - The innovative drug sector saw a broad rally, with notable gains including Sanyuan Gene up over 20%, Ruizhi Medicine hitting the limit up, and WuXi AppTec increasing nearly 8% [4][6] - WuXi AppTec reported a 96.20% year-on-year increase in total profit and a 101.92% increase in net profit attributable to shareholders for the reporting period. The company expects a revenue growth rate adjustment from 10%-15% to 13%-17% for 2025 [6][7] Semiconductor Sector - The semiconductor sector showed strong performance, with Dongxin Co. hitting a 20% limit up and Fudan Microelectronics rising nearly 10% [9] - The U.S. government's recent AI Action Plan aims to accelerate the development of the AI industry while imposing stricter export controls on AI computing power and semiconductor manufacturing, which may accelerate domestic self-sufficiency efforts in China [11] Notable Stocks - The stock of Upwind New Materials surged, breaking the 90 yuan mark and reaching a new historical high, with a cumulative increase of over 10 times since July [13] - The company emphasized that its fundamental business has not undergone significant changes, despite the stock price surge [13]