21世纪经济报道·2025-12-29 04:07Core Viewpoint - The article discusses the mixed performance of the A-share market, highlighting the strong momentum in the commercial aerospace sector and the significant rise in precious metals, particularly silver, while noting declines in the consumer sector. Group 1: A-share Market Performance - On December 29, the A-share market showed mixed results with the Shanghai Composite Index up by 0.31% and the Shenzhen Component Index up by 0.03%, while the ChiNext Index fell by 0.32% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, a decrease of 578 billion yuan compared to the previous trading day, with over 3,400 stocks declining [1] Group 2: Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with over ten constituent stocks hitting the daily limit, including Shenjian Co. with eight consecutive limit-ups, and Jin Feng Technology and Leike Defense also reaching the limit [3] - The Shanghai Stock Exchange announced new guidelines supporting commercial rocket companies to list on the Sci-Tech Innovation Board, which is expected to facilitate the growth of the commercial aerospace industry [3] - According to Zhongtai Securities, the global commercial aerospace industry is anticipated to enter a period of explosive growth over the next two years, driven by accelerated technological iteration and increasing demand for launch services and satellite networking [5] Group 3: Precious Metals Sector - The precious metals sector experienced volatility but ultimately strengthened, with silver leading the gains. The main silver futures contract rose over 8% during the day, and spot silver surged by more than 5%, reaching historical highs [6] Group 4: Humanoid Robotics Sector - The humanoid robotics sector saw significant gains, with stocks like Fenglong Co. achieving four consecutive limit-ups, and other companies such as Mould Technology and Wuzhou New Spring also hitting the limit [6] - The Ministry of Industry and Information Technology announced the establishment of a standardization committee for humanoid robots, which will focus on developing industry standards for key technologies and applications [9] - Huajin Securities noted that the commercialization of humanoid robots is expected to accelerate due to a substantial increase in the number of new product releases and growing order volumes [9] Group 5: Consumer Sector Decline - The consumer sector faced declines, particularly in retail and dairy industries, with companies like Baida Group hitting the daily limit down and Huangshi Group experiencing significant drops [10]