Market Overview - On October 15, the A-share market rebounded after hitting a low, with the Shanghai Composite Index rising by 1.22%, the Shenzhen Component Index increasing by 1.73%, and the ChiNext Index gaining 2.36% [3][4]. Sector Performance - Technology stocks showed significant recovery in the afternoon, with sectors such as robotics, consumer electronics, and IDC power concepts collectively gaining momentum. Pharmaceutical stocks rebounded across the board, while sectors like photovoltaics, insurance, and machinery remained active. Conversely, stocks related to photolithography machines, rare earths, and seed industries declined [3][5]. Capital Flow - Main capital flows indicated a net inflow into sectors such as pharmaceuticals and biotechnology, consumer electronics, and photovoltaic equipment, while there was a net outflow from semiconductor, non-ferrous metals, and aerospace sectors [7]. - Specific stocks that saw net inflows included Sanhua Intelligent Controls (16.11 billion), Sunshine Power (12.57 billion), and Luxshare Precision (10.18 billion) [8]. - Stocks that experienced net outflows included Wentai Technology (15.37 billion), Baosteel (15.05 billion), and Northern Rare Earth (14.90 billion) [9]. Institutional Insights - Galaxy Securities noted that the market is currently digesting emotional impacts, and a policy push is needed for a trend reversal [11]. - JuFeng Investment suggested that the index is in a fourth wave of adjustment, building momentum to break the 4000-point resistance level [12]. - Dongfang Securities commented on the rising tensions from overseas friction but deemed the overall risk manageable. They highlighted that the downward pressure on the U.S. economy may continue to push the Federal Reserve towards easing, which could improve global demand [13].

Market Performance - The A-share market showed a rebound, with the Shanghai Composite Index rising by 1.22%, the Shenzhen Component Index increasing by 1.73%, and the ChiNext Index gaining 2.36% [1][2]. Sector Performance - Technology stocks experienced significant recovery in the afternoon, with sectors such as robotics, consumer electronics, and IDC power concepts performing well. Pharmaceutical stocks rebounded across the board, while sectors like photovoltage, insurance, and machinery remained active. Conversely, stocks related to photolithography machines, rare earths, and seed industries declined [2]. Stock Highlights - Notable gains were seen in the robotics sector, with over 20 stocks, including Sanhua Intelligent Controls, Wuzhou New Spring, and Meili Technology, hitting the daily limit. The innovative drug sector also saw a rise, with stocks like Angli Kang, Lianhuan Pharmaceutical, and Jimin Health reaching their daily limits, while Guangsheng Tang, Shutai Shen, and Duori Pharmaceutical had significant increases [2]. Capital Flow - Main capital inflows were observed in the pharmaceutical biology, consumer electronics, and photovoltaic equipment sectors, while there were outflows from the semiconductor, non-ferrous metals, and aerospace sectors. Specific stocks such as Sanhua Intelligent Controls, Sunshine Power, and Luxshare Precision saw net inflows of 1.611 billion, 1.257 billion, and 1.018 billion respectively [4][5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 2.07 trillion, a decrease of 503.4 billion compared to the previous trading day, with over 4,300 stocks rising across the market [7]. Institutional Insights - Galaxy Securities noted that the market is currently digesting emotional impacts, and a policy push is needed for a trend reversal. Jufeng Investment indicated that the index is in a fourth wave of adjustment, building momentum to break the 4,000-point resistance. Dongfang Securities mentioned that while overseas friction is increasing, overall risks remain controllable, and the U.S. economic downturn may continue to pressure the Federal Reserve towards easing [8][9].

Group 1 - Major stocks such as Dayuan Pump Industry opened lower by 5.50% while military stock Great Wall Military Industry opened down 0.44% [1] - Media stock Jishi Media opened down 0.23%, while commercial aerospace concept stock Guoji Precision Engineering opened up 2.18% [1] - IDC power concept stocks like Tongzhou Electronics reached a limit up after 6 consecutive days of gains, and Zhongheng Electric opened up 4.71% [1] Group 2 - Huawei supply chain company Huasheng Tiancai opened up 6.00% after 8 consecutive days of gains [1] - Liquid cooling server concept stock Feilong Co. opened up 1.90% after 9 consecutive days of gains, while Jintian Co. reached a limit up after 4 days of gains [1] - Furniture stock Aili Home opened up 0.53%, and brokerage stock Great Wall Securities opened up 3.39% [1]