格隆汇1月9日丨闽发铝业(002578.SZ)在投资者互动平台表示，公司目前生产光伏用铝型材，但未涉及 6G基建铝型材。公司生产的电池托盘铝材等新能源汽车配件没有直接供给汽车生产厂家，是其二三级 供应商。 ...

闽发铝业1月9日在互动平台表示，公司目前生产光伏用铝型材，但未涉及6G基建铝型材。公司生产的 电池托盘铝材等新能源汽车配件没有直接供给汽车生产厂家，是其二三级供应商。 ...

Core Viewpoints - The A-share market opened slightly lower, with the Shanghai Composite Index down 0.05% and the ChiNext Index down 0.08% [1] - The market is expected to experience a volatile upward trend following the recent US-China agreement, with a focus on the technology sector [1][2] Market Performance - The A-share market saw active performance in sectors such as fentanyl and duty-free shops, while sectors like cultivated diamonds, storage chips, and rare earth permanent magnets faced significant declines [1] - As of October 29, the market's financing balance reached 24,885 billion yuan, with a daily increase of 116 billion yuan, indicating active entry of leveraged funds [1] Institutional Insights - Debon Securities believes that the completion of the US-China summit and the signing of the agreement will eliminate short-term uncertainties in the market, leading to a potential upward trend [1] - Minsheng Securities notes that the market is beginning to reverse, with precious metals possibly finding a bottom during the current adjustment phase [2] - Dongfang Securities emphasizes that the market remains healthy, with orderly sector rotation supporting continued upward momentum, highlighting the importance of future industries such as quantum technology and commercial aerospace [3]