证券时报·2025-10-28 04:59Market Overview - A-shares maintained a volatile trend, with the Shanghai Composite Index surpassing 4000 points for the first time since August 2015, marking a 10-year high [1] - The market showed structural differentiation, with sectors like software development, aviation, and shipping seeing gains of over 1%, while coal, wind power equipment, and precious metals experienced declines exceeding 1% [1] Strait West Coast Concept - The Strait West Coast concept has been actively performing, with stocks like Haixia Innovation hitting a 20% limit up, and several others like Road Bridge Information and Longzhu Technology rising over 10% [3] - Pingtan Development achieved 6 limit-up days in 8 trading days [3] - A recent maritime equipment conference in Fuzhou resulted in 172 projects being signed, with total investments exceeding 200 billion yuan [5] PCB Sector Performance - The PCB sector saw significant gains, with companies like Helitai, Jingwang Electronics, and Shengyi Technology hitting limit-ups [7] - Shenghong Technology reported a third-quarter revenue of 5.086 billion yuan, a year-on-year increase of 78.95%, and a net profit of 1.102 billion yuan, up 260.52% [8] - Shengyi Electronics projected a net profit increase of 476% to 519% for the first three quarters of 2025, indicating strong demand in the PCB industry driven by AI servers and high-speed communications [9] New Listings on Sci-Tech Innovation Board - Three unprofitable companies debuted on the Sci-Tech Innovation Board, with N Yicai-U opening up 361%, N Heyuan-U up 202%, and N Bibeite-U up 175% [11] - He Yuan Bio, a biotech firm, has eight drugs in its pipeline and recently received approval for a new drug for liver cirrhosis [11] - Xi'an Yicai, a leading 12-inch silicon wafer manufacturer, also listed under the fourth set of standards on the Sci-Tech Innovation Board [12]