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5月9日主题复盘 | 市场连续缩量,纺织服装、有色钨大涨,磁悬浮压缩机、军工等分化
Xuan Gu Bao· 2025-05-09 08:17
Market Overview - The market experienced fluctuations with the Sci-Tech Innovation 50 Index dropping nearly 2%. However, bank stocks such as China Construction Bank, Shanghai Pudong Development Bank, and Jiangsu Bank reached historical highs. [1] - The ST sector was notably active, with over 30 stocks including ST Xuefa and ST Qibu hitting the daily limit. Conversely, retail stocks declined, with Maoye Commercial hitting the limit down, and semiconductor stocks fell, with Huahong Semiconductor dropping over 9%. [1] - A total of over 4,000 stocks declined across the Shanghai, Shenzhen, and Beijing markets, with a trading volume of 1.22 trillion yuan. [1] Daily Highlights Textile and Apparel - The textile and apparel sector was active, with Huafang Co. achieving four consecutive limit-ups, and multiple stocks including Yingfeng Co. and Wanshili hitting the daily limit. [4] - Recent statements from U.S. Treasury Secretary Janet Yellen indicated a desire not to decouple from China regarding textiles, which may positively impact the sector. [4] Nonferrous Tungsten - The nonferrous tungsten sector saw significant gains, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit. [7] - According to Ganzhou Tungsten Association, the average price forecast for domestic tungsten in May 2025 indicates a 6.34% increase for black tungsten concentrate and a 5.92% increase for ammonium paratungstate compared to April prices. [7] - CITIC Securities noted that due to constraints in mining quotas and environmental regulations, the tungsten industry may face limited short-term growth, but demand from equipment upgrades and photovoltaic tungsten wire could drive prices upward. [8] Other Notable Trends - The ST stocks experienced widespread limit-ups, with sectors like magnetic levitation compressors and military industries showing differentiation. [9] - The 5.5G and solid-state battery sectors exhibited activity in the afternoon trading session. [9] - The central bank plans to establish a 500 billion yuan service consumption and pension re-loan to support key consumption sectors with low-cost funding. [10]