Market Overview - On December 26, the A-share market experienced a pullback after an initial rise, with the Shanghai Composite Index falling by 0.19% to 3952.09 points, while the Shenzhen Component Index rose by 0.17% to 13554.07 points [2][3]. Sector Performance - The lithium battery industry chain showed strength, with active performances in precious metals, base metals, and commercial aerospace sectors, while sectors such as photolithography machines, electronic components, and communication equipment saw significant declines [5][12]. - The non-ferrous metals sector was notably strong, with copper and precious metals leading the gains. Companies like Hainan Mining and Guocheng Mining hit the daily limit, while others like Luoyang Molybdenum and China Aluminum also saw increases [8][10]. Key Stocks - Notable stock performances included: - Nankang Mining: 10.02% increase, market cap of 239 billion - Guocheng Mining: 10.01% increase, market cap of 345 billion - Shenzhen New Star: 9.99% increase, market cap of 671 billion - Jiangxi Duku: 9.97% increase, market cap of 1470 billion [10]. Commercial Aerospace - Commercial aerospace concept stocks continued to rise, with Guanglian Aviation increasing by over 10%, and Tongyu Communication and Aerospace Development hitting the daily limit [13][14]. - The commercial aerospace sector is expected to enter a period of rapid growth, driven by technological advancements and increasing demand for launch services and satellite networks [15]. Policy Insights - The National Development and Reform Commission emphasized the need for management and optimization in resource-intensive industries like alumina and copper smelting, highlighting the importance of strategic planning and preventing blind investments [11].
大跳水!刚刚,A股突变!
天天基金网·2025-12-26 05:24