Market Performance - A-shares experienced a slight increase, with the Shanghai Composite Index rising by 0.21% to 3282.82 points, the Shenzhen Component Index up by 0.42%, and the ChiNext Index increasing by 0.61% [1][2] - The total trading volume for A-shares reached 635.57 billion yuan [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 245.5 billion yuan at a fixed rate of 1.50%, with a net injection of 179.6 billion yuan for the day [2] Government Initiatives - The Shanghai government introduced measures to promote high-quality development of the private economy, encouraging private enterprises to focus on mergers and acquisitions and traditional industry upgrades [3] - The China Securities Regulatory Commission is working on a new evaluation system for securities firms, focusing on contributions to key financial sectors [3] Sector Performance - Real estate stocks showed strong performance, with companies like Yuhua Development and Tianbao Infrastructure seeing significant price increases [4] - The semiconductor industry chain strengthened, particularly in the photolithography sector, with stocks like Xilong Science and Guofeng New Materials hitting the daily limit [4] Sector Trends - The photolithography machine sector led with an average increase of 3.55%, followed by dispersed dyes and polyurethane [5] - The photolithography machine market is characterized by high concentration, with a trend towards domestic supply chain independence [5] Company Highlights - Polyride focuses on "liquid coloring technology" and has developed advanced coloring agents for various industries [7] - Kangpeng Technology has built a competitive technology platform around fluorination and carbon-carbon coupling technologies [7] - Maolai Optical has mastered several core technologies in precision optical coating and system design, providing integrated service solutions [7] - Qicai Chemical's MXD6 project enhances its position in the new materials sector, promising future growth [8]