As the saying goes, “When the wind blows, even pigs can fly.” But this wind is no ordinary wind; it’s blowing real money and cutting-edge technology. December 24th was a particularly lively day for the A-share market, with half-day trading volume reaching 1.2 trillion yuan, 50.9 billion yuan more than the previous day. Although the indices showed some divergence—the Shanghai Composite Index rose 0.29%, while the Shenzhen Component Index and the ChiNext Index fell—this didn’t stop funds from actively seeking opportunities. These sectors, in particular, were highly sought after by investors. Let’s take a closer look.
Let’s start with cross-border payments. This sector saw a sharp rise this morning, quite impressive!
</ … Why such a surge? It turns out the government has given us a major boost. Eight departments, including the People's Bank of China, jointly issued a document announcing significant progress on the Western Land-Sea New Corridor, particularly exploring international cooperation in digital finance. What does this mean? It means promoting our own central bank digital currency, allowing us to settle transactions directly with partner countries like Thailand, the UAE, and Saudi Arabia, eliminating middlemen and their profits. Adding to this, the RMB has been performing strongly these past few days, with the offshore RMB breaking through the 7.0 mark against the US dollar, reaching a high of 6.996 – the first time this has happened since September of last year. This strong exchange rate naturally gives companies involved in cross-border payments a significant boost. On the market, ZhengTong Electronics hit its daily limit, Zhongyi Technology almost reached its 20% daily limit but ultimately rose 15%, and established players like Sifang Jingchuang and Lakala followed suit. Let's look at the data. Of the 64 A-share stocks related to cross-border payments, over 70% have seen gains, with Sifang Jingchuang's stock price more than doubling, and Caesar Tourism and Jingbeifang rising by over 90%. Institutions have a clear understanding of this. Northeast Securities directly pointed out the essence: the digital RMB is no longer a simple payment tool; it is now a strategic carrier integrating "finance + technology + data." In short, we are using blockchain technology to turn trade efficiency into strategic leverage, a move deeply intertwined with the core interests of the nation. Everbright Securities further calculated that by 2032, the global retail cross-border payment market could expand to $64.5 trillion—a staggering sum. Faced with such a huge temptation, our RMB cross-border payment infrastructure must keep pace; otherwise, how can we get a share? More importantly, smart money has already entered the market. Since December, 15 concept stocks have seen net buying by margin traders, with Minsheng Bank and Sifang Jingchuang seeing net purchases exceeding 100 million yuan. Especially noteworthy are Cuiwei Co., Ltd., Huaxia Bank, Changliang Technology, and Lakala, where leveraged funds and main force funds have combined for a powerful impact. The net inflows from main force funds were 134 million, 26.85 million, 12.22 million, and 9.68 million respectively – a move to fill up the stock market!
After looking at the money, let’s look at the tough nuts to crack – humanoid robots. This sector was also incredibly strong today, with Guanglian Aviation hitting the 20cm daily limit, and Xusheng Group and Tianqi Co., Ltd. also closing at their daily limits. The underlying logic is that industrial capital is frantically “grabbing” talent. Hangzhou-based Yun Shenchu Technology, a robotics company, recently secured hundreds of millions of yuan in funding from the National Artificial Intelligence Industry Fund and JD.com, and is now preparing for an IPO. Even more impressive is UBTECH, the “first humanoid robot stock” listed in Hong Kong, which dropped a bombshell last night, planning to invest 1.665 billion yuan to acquire a controlling stake in Fenglong Technology, a company listed on the A-share market. What’s the plan? It’s about integrating advantages to accelerate the integration of robots into ordinary people’s lives. Coupled with the establishment of a robotics industry association in Beijing, this industry is poised for takeoff. Perhaps in the future, we really will be able to hire a robot to do housework at home. Finally, we must mention the vast expanse of space exploration—commercial aerospace. Today, the commercial aerospace sector surged again, with over a dozen stocks, including Boyun New Materials and Aerospace Software, hitting their daily limit. This is supported by major news: on December 24th, the 3rd Commercial Aerospace Development Conference 2025 was held in Beijing. At the conference, a special fund was established with an initial scale of 2 billion yuan, specifically targeting high-growth companies involved in core components and new materials. What does this mean? It means that our country’s aerospace industry not only needs to be well-developed, but also “cheap” and “fast.” LandSpace has also announced good news: its IPO preparations are complete, and it’s preparing to list on the Science and Technology Innovation Board. If successful, it will become the “first commercial aerospace stock.” Dongwu Securities clearly stated that this is not just about saving money, but also a national strategy. It’s an essential step for China to transform from a major spacefaring nation into a leading spacefaring power. In the short term, it benefits manufacturing and new materials; in the long term, it’s a crucial pillar supporting national strategic security and the upgrading of high-end manufacturing. You see, whether it’s cross-border payments “going global,” humanoid robots “coming in,” or commercial aerospace “going to space,” there’s a underlying theme: technological self-reliance coupled with capital support. The A-share market is never short of stories; what it lacks is the courage to see the trend and take the plunge. Are you ready to ride this wave of opportunity?
