证券时报·2026-01-09 09:02Market Overview - The A-share market rose again on January 9, with the Shanghai Composite Index breaking through 4100 points, marking a continuous 16-day increase [1] - The total trading volume of the entire A-share market exceeded 3 trillion yuan, the first time since October 2025 [1] - The Shanghai Composite Index closed up 0.92% at 4120.43 points, while the Shenzhen Component Index rose 1.15% and the ChiNext Index increased by 0.77% [1] AI Application Concept - The AI application concept saw a significant surge, with stocks like Yidian Tianxia and Kunlun Wanwei hitting the 20% limit up, and Xinghuan Technology reaching a historical high [3][5] - The Ministry of Industry and Information Technology and other departments issued an implementation opinion for the "Artificial Intelligence + Manufacturing" initiative, aiming for key AI technologies to achieve reliable supply by 2027 [5] - The proportion of industrial enterprises applying large models and intelligent agents in China is expected to rise from 9.6% in September 2024 to 47.5% by 2025, driven by policy support [5] Military Industry Sector - The military sector showed strong performance, with stocks like Qian Zhao Guangdian and Zhenyou Technology hitting the 20% limit up, and companies like Zhenlei Technology and China Satellite Communications reaching historical highs [7][9] - According to a report, 2025 is expected to be a turning point for the military industry, with a rebound in revenue and profit expected [9] - The military trade market is anticipated to experience historical opportunities due to a shift from "cost-effective alternatives" to "technical benchmarks" in recent years [9] Notable Stocks - Fenglong Co. continued its upward trend, achieving an 11-day consecutive limit up, while Lushin Investment also saw a significant increase with 9 limit ups in 11 trading days [11][12] - Zhi Te New Materials experienced a 150% increase over five consecutive trading days, although it warned of potential risks due to significant price deviations from market trends [13]