21世纪经济报道·2025-12-09 04:22Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index down by 0.13% and the Shenzhen Component Index up by 0.09% as of midday trading [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, with over 3,500 stocks declining [1][2] CPO (Optical Module) Sector - The CPO concept saw a strong resurgence, with stocks like Dekor and Zhongji Xuchuang hitting their daily limit up, and several stocks reaching historical highs [1][3] - The CPO index increased by 2.59%, indicating a positive market sentiment towards optical modules driven by AI computing hardware demand [3] - Bank of China International noted that the market expectations are catalyzed by Google's model upgrades and anticipated increases in TPU production, suggesting a potential shortage in optical communication chips by 2026 [3] Fujian Sector Performance - The Fujian sector continued its strong performance, with multiple stocks hitting their daily limit up, including Anji Food and Shuhua Sports achieving consecutive limit-up days [1][4] Aerospace Sector Activity - The commercial aerospace sector remained active, with the index reaching a new historical high, driven by stocks like Aerospace Changfeng and Longzhou Co. hitting their daily limit up [4][5] - Shandong Province has successfully supported 21 offshore launch missions, placing 133 satellites into orbit, indicating robust capabilities in the aerospace sector [5][6] Individual Stock Movements - China Zhongzhi's stock approached the daily limit down, with its latest market capitalization reported at 601 billion yuan, and its Hong Kong stock price dropping over 20% [8] - China Metallurgical Group announced the sale of its 100% stake in China Metallurgical Real Estate and other assets for 606.76 billion yuan to Minmetals Land and China Minmetals [10] Pharmaceutical Sector - A new Alzheimer's drug with an annual fee exceeding 100,000 yuan has been included in commercial insurance, potentially benefiting over 10 million patients [11] Commercial Rocket Companies - Five domestic commercial rocket companies are racing towards IPOs, with a total estimated valuation exceeding 85.5 billion yuan [11]