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粤开市场日报-20251224
Yuekai Securities· 2025-12-24 12:13
Market Overview - The A-share market showed a positive trend today, with major indices mostly rising. The Shanghai Composite Index increased by 0.53% to close at 3940.95 points, while the Shenzhen Component Index rose by 0.88% to 13486.42 points. The Sci-Tech 50 Index and the ChiNext Index also saw gains of 0.90% and 0.77%, closing at 1352.13 points and 3229.58 points respectively. Overall, 4125 stocks rose, 1132 fell, and 200 remained unchanged, with a total trading volume of 18803 billion yuan, a decrease of 196 billion yuan from the previous trading day [1][14]. Industry Performance - Among the Shenwan first-level industries, sectors such as defense and military, electronics, building materials, light industry manufacturing, and machinery equipment led the gains, with increases of 2.88%, 2.12%, 1.72%, 1.69%, and 1.49% respectively. Conversely, industries like agriculture, forestry, animal husbandry, fishery, coal, food and beverage, and banking experienced declines, with decreases of 0.85%, 0.70%, 0.36%, and 0.30% respectively [1][14]. Concept Sector Performance - The top-performing concept sectors today included fiberglass, satellite internet, commercial aerospace, satellite navigation, military information technology, TOPcon batteries, RF and antennas, HBM, copper-clad laminates, 6G, cross-strait integration, large aircraft, aircraft carriers, Apple, and smart speakers [2][11].