英大证券：金点策略晨报—每日报告-20241220

Market Overview - The A-share market experienced a collective decline on Monday, with the Shanghai Composite Index closing at 3402.53 points, down 1.55 points or 0.05%, and a total trading volume of 649.44 billion [1] - The Shenzhen Component Index closed at 10731.66 points, down 59.68 points or 0.55%, with a total trading volume of 985.06 billion [1] - The ChiNext Index closed at 2248.63 points, down 18.43 points or 0.81%, with a total trading volume of 441.67 billion [1] - The overall market sentiment was weak, with more stocks declining than rising, and the total trading volume across the two markets was 1634.5 billion [1] Key Industry Insights - The robotics sector showed resilience, with robot concept stocks rising against the trend. The report highlights the long-term investment potential in the robotics industry, particularly in industrial robots, which are expected to grow at an annual rate exceeding 20% due to strong internal growth and supportive policies [3] - PEEK materials have seen significant demand growth due to their lightweight and physical performance advantages, particularly in humanoid robots and other applications [3] - The report emphasizes the importance of monitoring policy changes and market sentiment, especially in light of recent meetings by the Central Political Bureau, which focused on expanding domestic demand and promoting technological innovation [6]