转自：智通财经 MACD金叉信号形成，这些股涨势不错！ 【收评：创业板指低开低走跌近2% 全市场4100只个股飘绿】智通财经10月30日电，市场震荡调整，三 大指数盘中均出现跳水，创业板指跌近2%，沪指失守4000点。沪深两市成交额2.42万亿，较上一个交 易日放量1656亿。盘面上，市场热点较为杂乱，全市场4100只个股下跌。从板块来看，锂矿概念快速走 强，天齐锂业触及涨停。量子科技概念股表现活跃，神州信息2连板，格尔软件6天4板。电池板块震荡 走强，石大胜华、天际股份双双涨停。储能板块局部活跃，通润装备（维权）2连板。下跌方面，算力 硬件股集体走弱，天孚通信、新易盛等多股大跌。游戏板块重挫，巨人网络一度逼近跌停。煤炭板块多 数下跌，安泰集团跌停。板块方面，能源金属、钢铁、量子科技、电池等板块涨幅居前，CPO、游戏、 煤炭等板块跌幅居前。截至收盘，沪指跌0.73%，深成指跌1.16%，创业板指跌1.84%。 ...

Market Overview - The market experienced volatility on October 30, with all three major indices showing significant declines, particularly the ChiNext Index which fell nearly 2% [1] - The Shanghai Composite Index fell below the 4000-point mark, closing down 0.73%, while the Shenzhen Component Index decreased by 1.16% and the ChiNext Index dropped by 1.84% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 165.6 billion yuan compared to the previous trading day [1] Sector Performance - Lithium mining stocks surged, with Tianqi Lithium (002466) hitting the daily limit [1] - Quantum technology stocks were active, with Shenzhou Information (000555) achieving two consecutive limits and Geer Software (603232) recording four limits in six days [1] - The battery sector showed strength, with both Shida Shenghua (603026) and Tianji Shares (002759) reaching the daily limit [1] - The energy metals, steel, quantum technology, and battery sectors saw the largest gains, while sectors such as CPO, gaming, and coal experienced significant declines [1] Declining Stocks - Computing hardware stocks collectively weakened, with companies like Tianfu Communication (300394) and Xinyi Sheng (300502) experiencing substantial drops [1] - The gaming sector faced severe losses, with Giant Network (002558) nearing the daily limit down [1] - The coal sector saw most stocks decline, with Antai Group (600408) hitting the daily limit down [1]

Core Viewpoint - The stock market experienced a slight decline, with major indices showing weakness, particularly the Shanghai Composite Index falling below 4000 points, while certain sectors like lithium mining and quantum technology saw gains [1] Market Performance - The Shanghai Composite Index closed down by 0.73% - The Shenzhen Component Index decreased by 1.16% - The ChiNext Index fell by 1.84% [1] Sector Highlights - Lithium mining stocks, such as Xizang Chengtou and Dazhong Mining, reached their daily limit [1] - Quantum technology stocks, including Shenzhou Information and Geer Software, also hit their daily limit [1] - Cultivated diamond stocks, led by World, saw significant gains, with the stock reaching its daily limit at one point [1] - Rare earth permanent magnet stocks experienced a surge, with Jiuling Technology rising over 9% [1] - Solid-state battery stocks were active, with companies like Penghui Energy and Tianji Shares hitting their daily limit [1] Underperforming Sectors - Sectors that saw declines included components, semiconductors, internet, communication equipment, and securities [1]

Market Overview - The market experienced fluctuations with all three major indices showing significant declines, particularly the ChiNext index which fell nearly 2% and the Shanghai Composite Index dropping below 4000 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 165.6 billion yuan compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index decreased by 0.73%, the Shenzhen Component Index fell by 1.16%, and the ChiNext Index dropped by 1.84% [1] Sector Performance - Energy metals, steel, quantum technology, and battery sectors showed the most significant gains, while sectors such as CPO, gaming, and coal experienced the largest declines [1] - A total of 4100 stocks in the market declined, indicating a broad-based sell-off [1] Notable Stocks - Lithium mining stocks surged, with Tianqi Lithium hitting the daily limit [1] - Quantum technology stocks were active, with Shenzhou Information achieving two consecutive limit-ups and Geer Software hitting the limit four times in six days [1] - The battery sector showed strength with both Shida Shenghua and Tianji Shares reaching the daily limit [1] - The energy storage sector saw some activity, with Tongrun Equipment achieving two consecutive limit-ups [1] - Conversely, computing hardware stocks weakened significantly, with Tianfu Communication and Xinyi Sheng experiencing substantial declines [1] - The gaming sector faced severe losses, with Giant Network nearing a limit-down situation [1] - The coal sector mostly declined, with Antai Group hitting the limit-down [1] Limit-Up Performance - The limit-up performance showed a sealing rate of 67% with a profit rate of 0.84% [3] - The sealing rate for stocks that hit the limit was 67%, indicating a strong performance in this category [3]

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index down 0.73%, the Shenzhen Component down 1.16%, and the ChiNext Index down 1.84% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 24,643 billion yuan, an increase of 1,736 billion yuan compared to the previous day [1] - A total of 4,100 stocks in the market experienced declines [1] Sector Performance - Energy metals, steel, quantum technology, batteries, wind power equipment, port shipping, and phosphorus chemical sectors showed the highest gains [1] - Conversely, sectors such as CPO, PET copper foil, coal mining and processing, gaming, lithography machines, and securities experienced the largest declines [1] Notable Stocks - The lithium mining sector showed strong fluctuations, with Tianqi Lithium and Yongxing Materials hitting the daily limit, while Ganfeng Lithium, Tibet Mining, and Shengxin Lithium also saw gains [1] - Quantum technology concept stocks remained active, with Guandun Quantum, Hexin Instruments, and Weide Information leading in gains [1] - The steel sector performed positively, with Anyang Steel, Dazhong Mining, and Ordos hitting the daily limit [1] Declining Stocks - CPO concept stocks saw significant declines, with Hezhu Intelligent hitting the daily limit down, and Tianfu Communication, Tengjing Technology, Jingwang Electronics, Xinyi Sheng, and Huilv Ecology also experiencing notable drops [1] - The coal sector also faced adjustments, with Antai Group hitting the daily limit down, and Xindaozhou A, Yunmei Energy, and Shaanxi Black Cat all declining [1] - Additionally, gaming, lithography machines, and securities sectors also recorded declines [1]

Core Insights - The A-share market has seen a significant rise in quantum technology stocks, with notable gains from companies such as Fujitsu, GuoDun Quantum, and others following the release of the "14th Five-Year Plan" which emphasizes the development of quantum technology as a new economic growth point [1] Industry Overview - The global quantum technology market is projected to exceed $6.1 billion by 2025, with China's market expected to reach 11.56 billion yuan, reflecting a compound annual growth rate (CAGR) of over 30% [1] - Quantum computing is recognized as one of the most disruptive frontier technologies, currently in the early stages of technical breakthroughs, with substantial advancements anticipated in the next 5 to 10 years [1] Company Registration Trends - As of October 29, 2023, there are 96,000 existing quantum computing-related enterprises in China, with over 50% located in the South and East China regions, particularly in South China, which accounts for 26.9% [2][14] - The registration of quantum computing companies has surged since 2021, with the annual registration volume exceeding ten times that of 2020, reaching 19,800 in 2021. By October 29, 2023, the number of registered companies has increased by 9% compared to the same period in 2024, totaling 22,100 [2][6] Regional Distribution - The majority of quantum computing enterprises are concentrated in South and East China, which together account for over 50% of the total, with North and Central China holding 15.2% and 12.1% respectively, while Northeast China has a relatively small share at 2.8% [14]

Market Performance - The Shanghai and Shenzhen stock indices opened lower on October 30, with significant declines after initial gap filling, followed by a rebound [1] - The Shanghai Composite Index reached a peak of 4025.70 points, marking a new intraday high for the year [1] - The ChiNext Index also hit a new intraday high of 3331.86 points [1] - By midday, the Shanghai Composite Index was at 4018.86 points, up 0.06%, with a trading volume of approximately 666.8 billion yuan [1] Sector Performance - Sectors such as advertising packaging, transportation services, and die-casting saw significant declines at the opening [1] - Conversely, sectors like China-Korea Free Trade Zone, port shipping, insurance, and steel experienced notable gains [1] - Lithium mining, quantum technology, and military information technology sectors continued to rise during the session [1] Cultural Industry Growth - The cultural industry in China reported a revenue of 1,095.89 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 7.9% [4] - Industries characterized by new cultural business models achieved a revenue of 488.6 billion yuan, growing 14.1% year-on-year, outpacing the overall cultural enterprise growth by 6.2 percentage points [4] Policy and Development Initiatives - The Ministry of Housing and Urban-Rural Development emphasized the development of smart and green construction methods to promote high-quality development in the real estate sector [5] - The focus is on optimizing housing supply for urban workers and families in need, while also enhancing the competitiveness of the construction industry globally [5] Financial Support for Emerging Industries - The Export-Import Bank of China completed a task of injecting 100 billion yuan through new policy financial tools, supporting over 360 projects [7] - This financial support is expected to stimulate total project investments exceeding 1.3 trillion yuan, particularly in digital economy and artificial intelligence sectors [7]

Market Overview - The A-share market showed narrow fluctuations on October 30, with the Shanghai Composite Index rising by 0.06% to 4018.86 points, while the Shenzhen Component Index fell by 0.02% and the ChiNext Index decreased by 0.23% [1] - The total trading volume in the A-share market reached 1.56 trillion yuan [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 342.6 billion yuan at a fixed rate of 1.40%, with a net injection of 130.1 billion yuan for the day [2] Industry Developments - The National Medical Products Administration released guidelines for age-appropriate design in innovative drug development, focusing on the needs and preferences of elderly patients [3] - The Beijing Securities Regulatory Bureau, in collaboration with other departments, issued opinions to promote long-term capital entering the market, aiming to optimize the market ecosystem and encourage various investment vehicles [3] Sector Performance - The lithium battery industry chain experienced significant growth, with stocks such as Tianji Co., Shida Shenghua, and Penghui Energy hitting the daily limit [3] - Quantum technology concepts also saw a resurgence, with stocks like Shenzhou Information reaching the daily limit, followed by others like Weide Information and Guodun Quantum [3] Lithium Industry Insights - The lithium mining sector is benefiting from the increasing penetration rate of new energy vehicles, with over 10 million applications for vehicle replacement subsidies by October 22, 2025, of which 57.2% were for new energy vehicles [4] - The retail market penetration rate for new energy passenger vehicles reached 57.8% in September, marking seven consecutive months of growth [4] Company Highlights - Premier, as the largest shareholder, is expected to secure a monthly supply of at least 4,000 tons of lithium concentrate, enhancing its upstream resource self-sufficiency [7] - XWANDA is anticipated to increase its self-supply rate of consumer battery cells to over 40% and enhance its global supply chain capabilities following the launch of its Vietnam base [7] - Yongxing Materials, a leader in mica lithium extraction, is expected to see growth due to its cost advantages and ongoing mine expansion [8] - Dazhong Mining is maturing in its lithium business while maintaining stable iron ore operations, with lithium prices showing marginal improvement driven by demand from energy storage and solid-state batteries [8]

Market Overview - The A-share market experienced fluctuations, with the ChiNext Index dropping over 1% at one point. By midday, the Shanghai Composite Index rose by 0.06%, while the Shenzhen Component Index fell by 0.02%, and the ChiNext Index decreased by 0.23% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.56 trillion yuan, an increase of 107.8 billion yuan compared to the previous trading day. A total of 3,247 stocks declined across the market [1][2] Sector Performance - Quantum technology stocks saw a collective rise, with notable performances from ShenZhou Information and GuoDun Quantum, which hit the daily limit. This surge was attributed to recent technological breakthroughs in quantum computing announced by Google and NVIDIA, indicating closer commercialization of quantum computing [2] - Solid-state battery stocks also surged, with Penghui Energy and Shida Shenghua hitting the daily limit, while Haike New Source rose over 13%. Other stocks like Tianqi Lithium and Ganfeng Lithium increased by over 6% [2] Declines - Computing hardware stocks collectively weakened, with Tianfu Communication and Xinyi Sheng experiencing significant declines [3] Gold Market - Gold prices briefly fell below $3,930 per ounce but later rebounded, reversing a four-day downward trend. Despite this, gold stocks in the A-share market mostly declined, although the performance of gold companies showed strong earnings growth [3][4] - The third-quarter earnings reports of gold companies revealed substantial growth, with companies like Western Gold and Zhaojin Gold reporting revenue and net profit growth rates exceeding 100% [4][5] Currency and Foreign Investment - The onshore RMB appreciated against the USD, reaching its strongest level since November 4, 2024, at 7.0955. This was driven by the Fed's interest rate cuts, a stable exchange rate policy from the central bank, and strong performance in domestic equity markets attracting foreign investment [6] - The increase in RMB's strength was attributed to higher demand for settlement and reduced demand for foreign exchange, alongside a significant increase in export growth and trade surplus in September [6]

Market Overview - The A-share market showed mixed performance in the morning session, with the Shanghai Composite Index slightly up and total market turnover exceeding 1.55 trillion yuan [1] - The CSI A500 Index rose by 0.04%, while the CSI 300 Index increased by 0.1%. The ChiNext Index and the STAR Market 50 Index fell by 0.2% and 0.4%, respectively [1][3] Sector Performance - Leading sectors included quantum technology, steel, batteries, energy metals, software development, liquor, and port shipping, which saw significant gains [1] - Conversely, sectors such as precious metals, CPO, PCB, and photolithography experienced declines [1] Hong Kong Market - The Hong Kong market showed upward movement, with the Hang Seng China Enterprises Index rising by 0.5%. Key sectors that performed well included non-ferrous metals and coal [1] - In contrast, the pharmaceutical, media, and real estate sectors faced declines [1]