Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.29% and the ChiNext Index falling by 0.7% [1][2] - Over 3,500 stocks in the market experienced gains, with total trading volume in the Shanghai and Shenzhen markets reaching 2.71 trillion, a decrease of 317.9 billion from the previous trading day [1] Sector Performance - The electric grid equipment sector saw significant gains, with multiple stocks hitting the daily limit, including Baobian Electric and China West Electric [1] - Precious metals also performed well, with Sichuan Gold and Zhaojin Gold reaching their daily limits [1] - The commercial aerospace sector is recovering, supported by positive developments in domestic space technology [4] - The robotics and tourism sectors were active, while the CPO concept experienced a downturn [1][4] Regulatory Actions - The China Securities Regulatory Commission (CSRC) has initiated investigations into several companies, including Rongbai Technology, which signed a significant supply agreement with CATL [5][6] - The CSRC has reported that since the beginning of 2026, three A-share companies have received investigation notices [5] - Exchanges have intensified self-regulatory measures, with the Shanghai and Shenzhen stock exchanges taking action against 820 instances of abnormal trading behavior [6][7] Market Sentiment and Future Outlook - Market sentiment remains cautious, with expectations of continued volatility around the 4100-point mark [8] - Analysts believe the market is not at an end, citing limited actual gains and record trading volumes as indicators of ongoing interest from institutional investors [8] - The outlook for 2026 is optimistic, with expectations of a stable index and highlighted structural opportunities, particularly in the technology sector [8][9]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300129 | 泰胜风能 | 1 | 15.75 | 185亿 | 59.46 | | 301005 | 超捷股份 | 1 | 14.16 | 290亿 | 38.96 | | 000925 | 众合科技 | 1 | 10.02 | 65.34 Z | 7.57 | | 600372 | 中航机载 | | 10.02 | 765亿 | 17.81 | | 000738 | 航发控制 | | 10.00 | 310亿 | 10.46 | | 002985 | 北摩高科 | 1 | 9.99 | 123亿 | 16.55 | | 002201 | 九鼎新材 | 4 | 9.98 | 82.56亿 | 11.04 | | 688239 | 航宇科技 | 4 | 9.90 | 132亿 | 2.25 | | 920576 | 天力复合 | 1 | 8.40 | 111亿 | 44.44 | | 600268 | 国电南自 | 1 | 7.60 | 134亿 | ...