2024 A-share hot topics in one article!

2024 A-share hot topics in one article!

As the A-share market approaches the end of the year in 2024, it’s time to reflect on the hot topics that have captured the market’s attention throughout the year. AI applications, the low-altitude economy, Hongmeng OS, and waves of mergers and acquisitions have been at the forefront of investors’ focus.

The year has seen volatile swings in the A-share market, with the Shanghai Stock Exchange Composite Index surging from a sluggish start to a spectacular rally by the end of September. All three major indices achieved annual gains of over 10%. Against this backdrop, new themes have emerged one after another. Here’s a review of the hot topics in the 2024 A-share market.

**AI Applications Lead the Charge**

Throughout 2024, the AI sector has seen a development momentum driven by both software and hardware, with AI application companies delivering impressive commercial results. Doubao APP became the world’s second-ranked and China’s top-ranked AI large model. AI marketing and Douyin Doubao concepts have led to new heights in AI applications. Statistics show that related stocks of the text-to-video concept and Douyin concept both achieved double-digit gains at their peak.

**The Low-Altitude Economy Takes Flight**

The government work report’s proposal to foster the low-altitude economy as a new growth engine has been echoed at the policy level in multiple provinces and cities. The low-altitude economy concept has experienced several rounds of speculation, with related stocks such as Zongshen Power and Hainen Technology seeing maximum gains of over 400% within the year.

**Hongmeng Ecosystem Accelerates**

The release of Huawei’s native Hongmeng OS has given a strong boost to the Huawei industrial chain. Hongmeng concept stocks like Rongke Technology and Changshan Beiming have seen maximum gains of over 300%, and Huawei Hisilicon concept stocks have also performed exceptionally well.

**The Financial Sector Ignites Index Surge**

Under the逆cycle regulation of fiscal and monetary policies, the large financial sector, including securities and internet finance, led the index to surge, setting multiple historical records. Related stocks in the securities sector and financial technology concept saw maximum gains of over 100%.

**A Wave of Mergers and Acquisitions Begins**

Following the release of the “Six Articles on Mergers and Acquisitions,” the capital market responded positively, and a series of merger and restructuring projects were launched. Concept stocks like Guangzhi Technology and Shuangcheng Pharmaceutical have seen maximum gains of over 4.4 times.

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In 2024, the enthusiasm for AI applications permeated throughout the year, with the low-altitude economy, Hongmeng ecosystem, and the financial sector emerging as key market hotspots. The low-altitude economy, driven by policies, saw its concept stocks soar, while the Hongmeng ecosystem’s related stocks exhibited strong performance. Moreover, under the stimulus of fiscal and monetary policies, the financial sector propelled the index to set multiple historical records. Concurrently, the release of the “Six Articles on Mergers and Acquisitions” initiated a new wave of M&A activities, with related concept stocks delivering remarkable gains.

– In AI applications, leaders like Doubao APP sparked a frenzy, with related stocks doubling in value.
– Low-altitude economy stocks such as Zongshen Power surged with maximum gains exceeding 400%.
– Hongmeng concept stocks like Rongke Technology rose sharply, with maximum gains over 300%.
– Financial technology stocks made significant gains, with the securities sector also shining brightly.
– M&A restructuring stocks such as Guangzhi Technology saw maximum gains of over 4.4 times.