CNRE(SH:600111) 第一财经·2025-10-13 07:26Market Overview - On October 13, A-shares experienced a low opening but closed higher, with the Shanghai Composite Index down 0.19%, Shenzhen Component Index down 0.93%, and ChiNext Index down 1.11%, while the Sci-Tech 50 Index rose over 1% [3][4]. Sector Performance - The self-controllable industrial chain saw a significant surge, particularly in the rare earth permanent magnet sector, with stocks like Galaxy Magnetics, New Lai Fu, and Northern Rare Earth hitting the daily limit [4][5]. - The controllable nuclear fusion sector remained active, with stocks such as Hezhong Intelligent and Yunding Co. also reaching the daily limit [6]. Trading Volume and Market Sentiment - The total trading volume in the Shanghai and Shenzhen markets was 2.35 trillion yuan, a decrease of 160.9 billion yuan compared to the previous trading day, with over 3,600 stocks declining [7]. - Main capital inflows were observed in the steel, banking, and non-ferrous metal sectors, while outflows were noted in consumer electronics, automotive parts, and battery sectors [9]. Institutional Insights - Guotai Junan stated that recent market fluctuations do not alter the long-term positive outlook for the stock market, viewing external shocks as opportunities to increase holdings in the Chinese market [11]. - Guoyuan Securities indicated that the rare earth sector is experiencing short-term rotations, with mid-term value reassessment driving upward volatility [12].