EASTMONEY(SZ:300059) 雪球·2026-01-06 08:46Group 1 - The A-share market continues its strong performance, with the Shanghai Composite Index achieving a 13-day winning streak, reaching its highest level in over ten years since July 2015, closing at 4083.67 points, up 1.50% [2][4] - The trading volume in the Shanghai and Shenzhen markets reached 28,326 billion, an increase of 2,651 billion compared to the previous day, with over 4,100 stocks rising and nearly 150 stocks hitting the daily limit [2] - Key sectors such as insurance, energy metals, fertilizers, securities, and aerospace saw significant gains, while the beauty and personal care sector was the only one to decline [2] Group 2 - Analysts attribute the market's rise to external market recovery, a stable policy environment, and increased capital inflow, indicating a shift in market sentiment from volatility to positivity [6][7] - The financial and real estate sectors are stabilizing investor confidence, with continuous net purchases of ETFs reflecting long-term capital increasing its stake in core assets [6][7] - Goldman Sachs forecasts that China's GDP growth rate will exceed market consensus, recommending overweight positions in A-shares and Hong Kong stocks, with expectations of a 15% to 20% annual increase in the stock market for 2026 and 2027 [7] Group 3 - The brokerage sector is experiencing a strong rally, with stocks like Huayin Securities and Huashan Securities hitting the daily limit, and several others rising over 6% [8] - The brokerage sector's performance is driven by a significant valuation adjustment since September 2025, coupled with increased capital inflow and regulatory easing, leading to a rebound in sentiment [10] - Analysts believe that the brokerage sector has clear opportunities for growth due to active market trading and supportive policies for leading firms [10] Group 4 - The non-ferrous metals sector, particularly copper, is showing strong performance, with Jiangxi Copper and Zijin Mining seeing significant price increases [12] - Copper prices have surged, reaching new highs due to declining global inventories, improving economic expectations, and rising demand from high-copper industries in China [15] - Analysts predict a turning point in the supply-demand relationship for refined copper around 2026, with optimistic demand forecasts for both the U.S. and China [15] Group 5 - The chemical sector is experiencing a revival, with companies like Junzheng Group and Hengli Petrochemical seeing substantial gains [17] - Prices for key chemical products have rebounded, driven by concentrated inventory replenishment demand ahead of the Spring Festival, indicating a clearer signal of industry recovery [19] - Analysts expect the chemical industry to reach a cyclical turning point by 2026, supported by strong policy expectations and a shift in supply-demand dynamics [19]