December 30th, A-shares close with clear market divergence, with several main themes taking turns to rally.

**Humanoid robots have become the biggest focus.** They surged violently in the afternoon, for a very clear reason: the Ministry of Industry and Information Technology officially established the Standardization Technical Committee for Humanoid Robots and Embodied Intelligence, which means the industry has moved from wild growth to a stage with rules to follow. At the same time, Yushutec announced that its Beijing flagship store will open tomorrow (December 31st), directly fueling market imagination about consumer applications.

**The petrochemical sector is quietly making big profits.** This area is often overlooked, but it performed quite strongly in the afternoon. On one hand, the offshore RMB broke through 7.0, with significant appreciation; chemical companies rely heavily on imported raw materials, so RMB appreciation directly reduces procurement costs, laying a foundation for performance recovery. On the other hand, supply-side optimization and the clearing of overseas capacity have led the market to expect that the chemical industry cycle is bottoming out.

**The highlight of the tech sector today is in application and hard technology,** with AI applications and semiconductors continuing to attract capital attention.

But it’s also important to see where funds are seeking refuge—two sectors showed clear signs of capital fleeing today: photovoltaic wind power and retail in Hainan Free Trade Zone. Commercial aerospace is even more direct; after rising early in the session, it pulled back in the afternoon, with some stocks even hitting the limit down.

As we approach the end of the year, tomorrow (December 31st) is the last trading day before the holiday. During this period, funds typically accelerate their cashing out. It is recommended to focus on strong sectors and moderately avoid weak ones.