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in today's morning session, a-shares fluctuated slightly. the shanghai composite index, sse 50, csi 300 and others rebounded for the fourth consecutive day, while the science and technology innovation 50 index rose and fell, slightly turning red.

on the market, cxo concept, coal, information security, electricity and other sectors led the gains, while daily chemical industry, food concept, bc battery, commercial chain and other sectors led the losses.

in the morning, the a50 futures index rose sharply, and the increase was 1.02% as of press time.

information security continues to be booming

the concept of ict continued to strengthen today, with information security leading the gains. the sector index opened and closed higher for the third consecutive trading day, with a large volume increase of more than 2%, setting a new high in one and a half months.

datang telecom's stock price hit the daily limit, marking the fifth consecutive day, and its share price hit a nearly two and a half years high; guohua network security also hit the daily limit, marking the fourth consecutive day; zhuolang technology also hit the daily limit at the opening, marking the third consecutive day; more than 10 stocks including hengwei technology hit the daily limit or rose by more than 10%.

huawei concept, military informationization, intelligent transportation, communication equipment and other related sectors followed suit. guangting information, navinfo, dianke network security, changshan beiming and other stocks rose by the daily limit.

with the widespread application of ai technology, network security and data security issues have become increasingly prominent, and the research and application of ai security technology has become the focus of global attention.

in particular, the pager explosion incident in lebanon has continued to ferment in recent days, attracting great attention from the international community, and the international community's concerns about the security of electronic products and networks have risen sharply.

according to data released by gartner, my country's cybersecurity spending accounts for less than 1% of total it spending, while the global average cybersecurity spending accounts for about 3.2% of total it spending. my country has huge room for growth in cybersecurity.

the prospective industry research institute also stated that with the continuous introduction and accelerated formulation of laws, regulations and policy documents in the field of information security, such as the "cryptography law" and the "network security review measures", the demand for information security market is accelerating, which is expected to drive the market into a period of stable growth; and the accelerated construction of "new infrastructure" will inevitably give rise to and lead new information security needs, forming a considerable incremental market. it is expected that by 2028, the market size will reach 720 billion yuan, with an average annual compound growth rate of 15.06%.

citic securities believes that the accelerated advancement of digitalization and cloud computing after the epidemic, as well as the rapid penetration of remote office scenarios, have made the importance of enterprise information security increasingly prominent. it is recommended to pay attention to security vendors that have made smooth progress in platformization, including hardware and software integration vendors, as well as cloud-native platform vendors.

pharmaceutical stocks strengthened

pharmaceutical stocks strengthened overall in the morning, with cxo leading the gains. the sector index opened higher with large volume, and at one point it surged by more than 3% during the session. in less than half an hour after the opening, trading volume exceeded the entire day's trading volume of the previous trading day.

ruizhi pharmaceutical hit the 20% daily limit in just about 8 minutes, shuangcheng pharmaceutical hit the daily limit for the 7th consecutive day, and hehua holdings, baihua pharmaceutical and others also closed the board strongly.

sectors such as weight loss drugs, immunotherapy, hepatitis concepts, and helicobacter pylori also performed actively, with fozhi pharmaceutical and zhejiang zhenyuan all hitting their daily limit.

on the news front, the u.s. senate armed services committee recently released the senate version of the 2025 national defense authorization act (ndaa), which includes 93 amendments, but does not include proposals related to the "biosecurity act." this means that the possibility of the "biosecurity act" being successfully enacted this year has become smaller.

the us biosafety act intends to restrict the us federal government from doing business with some chinese biotechnology providers. since the beginning of this year, the legislative process of the bill has repeatedly disturbed the stock price trend of a-share and h-share listed companies.

in january this year, the senate version of the proposal was formed, which proposed to prohibit the signing of contracts with biotechnology suppliers including wuxi apptec to ensure that foreign biotechnology companies cannot obtain funds from american taxpayers. at that time, wuxi apptec's a-shares and h-shares plummeted, with a-shares hitting the limit three times in six trading days and h-shares plummeting by more than 50% in 12 trading days.

cxo is one of the fastest-growing branches in china's pharmaceutical industry. according to a report by sullivan, the scale of china's drug research and development and production outsourcing services will account for approximately 15.1% of the global total in 2023. it is expected that by 2028, the market share is expected to increase to 23.5%.

the performance of cxo-related listed companies is also growing rapidly. according to wind data statistics, in the past five years, the operating income and net profit attributable to the parent companies of more than 15 a-share and h-share listed companies, including wuxi apptec, wuxi biologics, corning life sciences, alethe, tigermed, and jiuzhou pharmaceutical, have doubled.

citic securities pointed out that with the fed's announcement of a rate cut, global liquidity has improved marginally, and the investment and financing boom in the pharmaceutical industry is expected to recover quickly, which has a valuation advantage. with the start of the rate cut cycle, pharmaceutical investment and financing are expected to gradually recover, and the increase in r&d demand will benefit cxo leaders and leaders in sub-sectors with global competitiveness.