Today’s market showed strong divergence, but several sectors are performing quite well.

First, the most resilient—banking stocks—were the only first-level industry in Shenwan to close in the green today. Despite the overall market decline, heavyweights like CITIC Bank, China Merchants Bank, and Industrial Bank managed to stay afloat, demonstrating their defensive attributes at this time. Jiangsu Bank also supported the scene, with an obvious risk-avoidance sentiment among funds.

Commercial aerospace remains hot, with continuous positive news flow. Zhaoshang Technology hit a 4-day consecutive limit-up, Tianli Composite reached the 30CM upper limit with a straight push, and Hualing Cable also sealed a limit-up. Aerospace Power had a rebound day, but individual stock divergence is already quite evident, so it’s not a time for blindly going all-in.

Wind power equipment performed outstandingly throughout the day. Goldwind Technology hit the limit-up, leading the trend, while Shuangyi Technology and Hailifeng Power also posted strong gains, with Taisun Wind following suit. Institutional sources mentioned that industry demand might continue to grow rapidly, which has gained quite a bit of recognition from funds.

Controlled nuclear fusion, as a frontier technology concept, was also quite active today. Tianli Composite hit the limit-up (this stock spans two sectors), Hualing Cable also sealed a limit-up, Snowman Group hit the limit, and Yongding Shares achieved two consecutive limit-ups. The concept is quite attractive, but sustainability depends on future catalysts.

Overall, on Friday, these sectors still maintained positive sentiment, but divergence is intensifying. Caution is advised when chasing high, and low-position buying might be safer.