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突然“沸了”！刚刚，A股突变！
中国基金报·2025-10-21 04:22

Market Overview - The A-share market continues to strengthen, with nearly 4,600 stocks rising, and the Shanghai Composite Index surpassing 3,900 points, closing up 1.20% [2][3] - The Shenzhen Component Index rose by 1.97%, while the ChiNext Index increased by 2.92% [2][3] Sector Performance - The heavy machinery sector showed strong performance, with multiple stocks hitting the daily limit [6][11] - The real estate sector also saw significant gains, with several stocks reaching their daily limit [15][16] - The apple supply chain, electronic components, and CPO sectors were notably active, while coal, aviation, and pet economy sectors experienced fluctuations [6] Stock Highlights - In the heavy machinery sector, stocks such as Tianqiao Hoisting, Northern Shares, and Construction Machinery saw daily limit increases [11][12] - The energy equipment sector also experienced a rally, with stocks like Desheng Shares and Sinopec Oilfield Services hitting daily limits [13] - In the real estate sector, companies like Shanghai Real Estate Development and Yingxin Development saw substantial gains [17] Apple Supply Chain - Apple-related stocks expanded their gains, with Luxshare Precision hitting the daily limit and trading volume exceeding 13.7 billion yuan [20] - Other notable performers included GoerTek and Lens Technology, with increases of over 5% [20] Economic Policy Impact - The National Development and Reform Commission recently issued guidelines to support energy conservation and carbon reduction in key industries, which may positively impact sectors like power, steel, and machinery [14] - The National Development Bank reported that as of October 17, it had invested 189.35 billion yuan in new policy financial tools, expected to drive a total project investment of 2.8 trillion yuan [14] Price Trends - According to the National Bureau of Statistics, the sales prices of commercial residential properties in 70 large and medium-sized cities showed a month-on-month decline in September, with a narrowing year-on-year decline [18]