Market Overview - A-shares experienced slight fluctuations with the Sci-Tech Innovation 50 index rising over 1%, approaching the 1000-point mark, while the CSI 500 and CSI 1000 indices reached new highs in nearly three months [1] - The number of rising stocks significantly outnumbered declining ones, although trading volume showed a slight contraction [1] Defense and Aerospace Sector - The defense and military industry stocks continued to strengthen, with the commercial aerospace sector showing active performance, as the sector index surged over 2%, reaching a historical high [2] - Notable stocks such as Morningstar Aviation (300581) and Boya Precision (300971) hit the 20% daily limit, while over ten stocks including Guorui Technology (300600) and Zaiseng Technology (603601) also saw significant gains [2] - The ground equipment index soared over 8%, marking an 8-year high, with various sub-sectors like military trade, military-civilian integration, and large aircraft also reaching historical peaks [4] Space Economy Growth - The global space economy is projected to reach $1.8 trillion by 2035, with an annual growth rate of 9%, significantly outpacing global GDP growth [4] - China's commercial satellite market is rapidly expanding, with predictions indicating that by 2025, the market size of the commercial aerospace industry in China could exceed 2.5 trillion yuan [4] - A report forecasts that between 2025 and 2030, China's satellite launch demand is expected to exceed 7,000 satellites [4] Semiconductor Equipment Sector - The photolithography equipment sector reached a historical high, with the index rising over 3% and trading volume surpassing the previous day's total [5] - Stocks like Blue Eagle Equipment (300293) quickly hit the 20% daily limit shortly after market opening, indicating strong investor interest [5] - Recent comments from an Intel executive suggesting that "photolithography will no longer be that important" have sparked significant debate within the industry [7] - High-NA EUV lithography machines are facing sales challenges, with major companies like TSMC and Samsung delaying their adoption due to high costs and upcoming changes in DRAM architecture [7]