Market Overview - The market experienced a broad rebound for the second consecutive day, with significant gains in various sectors, particularly in optical communication and local stocks from Fujian [3][4]. - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rose by 0.54%, 1.39%, and 2.6% respectively, with over 3,400 stocks advancing and a total trading volume approaching 2 trillion [3]. Fujian Stocks - Fujian local stocks showed strong performance, with notable gains including Anji Food (5 consecutive limits), Longzhou Shares (4 consecutive limits), and others reaching their daily limits [6][4]. - The Fujian sector closed up 4.59%, indicating robust market interest and activity [6]. Optical Communication Sector - The optical communication sector was a major driver of the market's rise, with stocks like Zhishang Technology and others hitting their daily limits, contributing to a 5.16% increase in the sector [14][15]. - Catalysts for this surge included record highs for U.S. companies Lumentum and Coherent, and a forecast of ongoing shortages in laser chip supplies until the end of 2026 [16][15]. Xiamen Developments - The Xiamen municipal government announced plans for economic development, including initiatives to enhance cross-strait trade and establish a cross-border e-commerce hub [11]. - Following the announcement, stocks such as Xiamen Airport and Xiamen Port surged, reflecting positive market sentiment towards local economic policies [12]. Beauty and Cosmetics Sector - Liren Lizhuang saw a significant increase in stock price, attributed to a strategic partnership with the Sha County Snack Group and a new regulation from Douyin affecting beauty influencers [19]. - The new regulation is expected to benefit the medical beauty and cosmetics sectors, as it limits the use of excessive beautification in live broadcasts [19].

Group 1 - Xiamen concept stocks in the A-share market experienced a collective surge, with Xiamen Airport hitting the upper limit, and other stocks like Xiamen Port, Xiamen Xinda, Xiamen Xiangyu, and Xiamen Guomao also rising [1] - The Xiamen Municipal Committee of the Communist Party released suggestions for the 15th Five-Year Plan, emphasizing the acceleration of building a cross-strait common market [1] - The plan includes optimizing the business environment related to Taiwan, exploring free trade of goods between Xiamen and Taiwan, and establishing a cross-strait standardization city [1] Group 2 - The development service center for Taiwanese businesses in the Xiamen Free Trade Zone will be enhanced, along with the establishment of a one-stop government service platform [1] - The plan aims to improve the sea and air direct transportation system between Xiamen and Taiwan, creating a "Xiamen-Taiwan-Global" corridor [1] - Efforts will be made to optimize direct shipping routes and expand the capacity of passenger and roll-on/roll-off shipping lines to Taiwan, as well as to develop a cross-border e-commerce distribution center [1]