The total Trade is 1.26 trillion yuan, an increase of 197.8 billion yuan compared to the previous trading day.
Today, the main indices in the A-share market fell in the morning but rebounded in a V-shape in the afternoon.
By the close, the Shanghai Composite Index rose by 0.02% to 3,230 points, the Shenzhen Component Index fell by 0.54%, at one point down over 2.6%, and the Chinext Price Index fell by 0.98%, at one point down over 3%.
The total transaction volume for the day was 1.26 trillion yuan, an increase of 197.8 billion yuan compared to the previous trading day, with 3,200 stocks in the All Market declining.
On the surface, the humanoid robot sector rose, with stocks like Shenzhen Zhaowei Machinery & Electronics hitting the daily limit; the Brain-computer Interface sector also surged, with Innovative Medical Management approaching the limit; the initial public offering economy and department store sector collectively surged, with Guangzhou Grandbuy and other stocks hitting the daily limit; the number of household appliances eligible for the old-for-new subsidy increased to 12 categories, strengthening the appliance sector, with Solareast Holdings hitting the daily limit; the cross-border e-commerce, Blind Box economy, and ship manufacturing sectors saw significant gains.
Additionally, the transgenic sector fell sharply, with Winall Hi-tech Seed down over 7%; the CRO sector declined, with *ST Special Treat hitting the limit down at 20cm; the small metal sector weakened, led down by Yantai Zhenghai Magnetic Material.
Specifically:
The humanoid robot Sector has rebounded continuously, with Keeson Technology Corporation rising over 18%, Efort Intelligent Equipment Co., Ltd. rising over 15%, SanFeng Intelligent Equipment Group rising over 14%, Dingzhi Technology rising over 11%, Suzhou MedicalSystem Techology and Aishida Co.,Ltd. hitting the limit up, Hechuan Technology and Siling shares rising over 8%, Keli Transmission, Obike Zhiguang-UW, Keli Transmission and Jiangsu Leili Motor rising over 7%, Wanda Bearing and Zhejiang XCC Group rising over 5%.
E-commerce Concept stocks are performing actively, with Kaichun Co., Ltd. hitting the limit up at 20CM, Lionhead Technology Development rising over 7%, Hangzhou Onechance Tech Corp. rising over 5%, Qingmu Technology rising over 4%, Shanghai Lily&Beauty Cosmetics rising over 3%, Guangzhou Ruoyuchen Technology, Guangxi Xinxunda Technology Group, and Focus Technology rising over 2%.
The Brain-computer Interface Sector has increased, with Innovative Medical Management hitting the limit up, Keeson Technology Corporation rising over 6%, Hanwei Electronics Group Corporation rising over 4%, Nanjing Panda Electronics, Shanghai Stonehill Technology, Sanbo Brain Science, and Jiangsu Apon Medical Technology rising over 3%.
The retail Sector has strengthened, with Fujian Dongbai, Inzone Group, Guangzhou Grandbuy, Shanghai Yimin Commercial Group, and Beijing Hualian Department Store hitting the limit up, Wenfeng Great World Chain Development Corporation rising over 5%,居然智家, Zhongxing Shenyang Commercial Building Group, Zhongbai Holdings Group, and Ningbo Zhongbai rising over 4%.
The Pre-Cooked Food sector is rising, with Dahu Aquaculture, Square Technology Group, and LingNan Eco&Culture-Tourism hitting the limit up, Tianjin Guifaxiang 18th Street Mahua Food rising over 5%, Zhanjiang Guolian Aquatic Products and Chunxue Food rising over 4%, and Haoxiangni Health Food rising over 3%.
The Agriculture sector has seen significant declines, with Winall Hi-tech Seed dropping over 7%, Zhejiang Xinan Chemical Industrial Group falling over 4%, and Beijing Dabeinong Technology Group, Yuan Longping High-Tech Agriculture, Hefei Fengle Seed, and Gansu Dunhuang Seed Group each declining over 2%.
The Rare Earth Permanent Magnets sector is down, with Yantai Zhenghai Magnetic Material, Ximei Technology, Innuovo Technology, and Advanced Technology & Materials dropping over 3%, while Shenghe Resources Holding, China Nonferrous Metal Industry's Foreign Engineering and Construction, Beijing Zhong Ke San Huan High-tech, CHINA RAREEARTH, China Magnetic Industry, and Earth-Panda Advanced Magnetic Material have all decreased over 2%.
On the individual stock level, Cambricon surged over 2%, reaching 735 yuan, setting a new historical high, with the latest Market Cap exceeding 300 billion yuan.
Looking to the future, China Securities Co.,Ltd. believes that the market may be weaker than expected in the short term due to combined disturbances from micro liquidity, exchange rate adjustments, a policy vacuum, performance forecasts, and uncertainties brought about by Trump. The underlying logic of the bull market has not been broken, and the goal of reversing deflation remains clear. Trump 2.0 indeed brings uncertainty, but external factors are secondary contradictions that affect the pace without changing the trend. Domestic policies still hold promise, and the central bank's fourth-quarter regular meeting releases signals for potential interest rate cuts and reserve requirement ratio reductions, with a focus on "two重 two新." If policies are implemented substantially in the future, the market is likely to stabilize and launch an offensive trend, and corrections present opportunities for positioning. Focus areas include: electronics, communications, non-ferrous metals, non-banking, Banks, construction, and food.
