2025-12-25 09:23:54

Recently, the A-share market has been active, with a series of limit-up stocks appearing frequently. The underlying logic behind this warrants attention.

From the aerospace industry chain perspective, the commercial aerospace concept continues to heat up. Shenjian Co., Ltd. hit the daily limit for 5 consecutive days, benefiting from businesses such as drones and polyester resins; Guoji Jinggong also hit the limit 4 days out of 5, supported by wind turbine bearings and diamond heat dissipation businesses; Aerospace Engineering hit the limit 3 days out of 4, thanks to its state-owned enterprise background and new directions like green hydrogen. The upstream and downstream linkage effects of this industry chain are evident.

In the new energy and steering system sectors, Zhejiang Shibao hit the limit 5 days out of 7, with core technologies like L3 autonomous driving and steer-by-wire systems becoming highlights. Hualian Holdings hit the limit 3 days out of 4, driven by dual forces of lithium extraction from salt lakes and transformation into new energy. All these point to industrial upgrades in intelligent mobility.

The Hainan Free Trade Zone and Cross-Strait concepts are also active. Hainan Development hit the limit 4 days out of 4, supported by projects like BIPV and curtain wall engineering; Antong Holdings hit the limit 3 days out of 3, leveraging the dual advantages of Hainan Free Trade Zone and container logistics; Hexing Packaging hit the limit 3 days out of 3, with a clear leading position in corrugated packaging.

Highlights are also seen in the chip and high-end manufacturing sectors. Shenghui Integration hit the limit 3 days out of 3, supported by semiconductor equipment, large overseas orders, and customers like SMIC; Huanxu Electronics hit the limit 3 days out of 6, with strong demand for optical modules and AI acceleration cards.

Control rights changes as catalysts are also fermenting. Shengtong Energy hit the limit 9 days out of 9, and Jamei Packaging hit the limit 7 days out of 9, both accompanied by control rights changes. Such restructuring expectations often lead to increased market participation.

Overall, current market hotspots revolve around industrial upgrading and new productive forces, with sectors like aerospace, new energy vehicles, and semiconductors taking turns in activity. Coupled with support from local state-owned assets and central enterprises, multiple sectors with unusual movements have formed.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

8 Likes

Reward
8
6
Repost
Share

Comment

0/400

APY追逐者

· 8h ago

Once again, it's the same story—aerospace, new energy, and chips taking turns to cut the leeks. I just want to ask, who really made money? --- 神剑5天5板？That's outrageous. How many people had to pick up the bag behind this surge? --- The dual-wheel drive of salt lake lithium extraction sounds impressive, but in reality? It's just another concept hype. --- Haha, chips are back again. Every time they talk about new productive forces, but isn't it just hype and speculation? --- Control rights change hands for 9 consecutive days? That's the game of capital; retail investors can only watch the show. --- I believed in L3 autonomous driving, but what happened? The technology is still far off, and the stock price soared first. --- This is the flavor of the entire A-shares market. With state-owned enterprise support, even lousy companies can hit the daily limit. --- Hainan Free Trade Zone is active again. This meme has been around for years—does anyone still believe it? --- Is it true? These industry upgrades should have happened long ago. Why is it only happening now? --- I'm choosing to wait and see. I'll wait until the bubble bursts before making a move.

View OriginalReply0

PessimisticOracle

· 8h ago

It's just another routine hype, funds band together, retail investors suffer heavy losses, cycle repeats.

View OriginalReply0

ChainDetective

· 8h ago

9 consecutive limit-ups in 9 days? How many people would need to chase in to catch it? It feels a bit risky.

View OriginalReply0

CascadingDipBuyer

· 8h ago

The space industry really can't hold on anymore. Why didn't I get on the Shenjian 5 board? L3 autonomous driving? Zhejiang Shibao's logic is pretty solid, but I'm still hesitant. In the chip sector, Huanxu Electronics is really competitive. The AI acceleration card trend, my friend, you missed the boat. Shengtong Energy on the 9 board is quite aggressive. Is this a bet on restructuring or does it have solid fundamentals?

View OriginalReply0

BottomMisser

· 8h ago

Another wave of sector rotation, only the experts can catch it Aerospace chips and new energy stocks take turns lifting, but it’s mostly hype about expectations The most aggressive in control rights changes, hitting 9 consecutive limit-ups in 9 days, but be cautious when taking over This wave is mainly driven by state-owned enterprises and state assets, with retail investors following the trend Zhejiang Shibao’s 7-day 5-limit-up streak is quite fierce, is the L3 autonomous driving concept really that explosive? Hainan Free Trade Zone has appeared again, this sector needs to be repeatedly exploited for gains There’s some interest in chips, with customers like SMIC supporting, leading to stable rises Basically, under the framework of new productive forces, anything can be speculated on But be careful when there are many limit-ups, don’t end up as the bagholder in the end

View OriginalReply0

PonziDetector

· 9h ago

Aerospace, new energy, and chips take off one after another—it's the story of state-owned enterprises and state capital backing again. Looks familiar.

View OriginalReply0