【午报】三大指数全线飘红，新消费概念股集体走强，沪农商行罕见涨停

Market Overview - The market experienced a slight rebound with the three major indices rising, with the Shanghai Composite Index up by 0.48%, the Shenzhen Component Index up by 0.35%, and the ChiNext Index up by 0.73% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 750.4 billion yuan, a decrease of 4.33 billion yuan from the previous trading day [1] - Over 3,400 stocks in the market saw an increase, with significant gains in new consumption, beauty care, and IP economy sectors [1] Sector Performance New Consumption - New consumption concept stocks surged again, with companies like Ruoyuchen hitting the daily limit [1] - The IP economy sector also showed strength, with stocks like Changyuan and Mankalon reaching the daily limit [1][3] Innovative Pharmaceuticals - Innovative drug concept stocks maintained strong performance, with companies like Hainan Haiyao and Qianhong Pharmaceutical hitting the daily limit [5][7] - A significant licensing agreement was announced between Bristol-Myers Squibb and BioNTech for a new cancer drug, with potential milestone payments reaching up to 11.1 billion USD [5][16] Banking Sector - Bank stocks saw renewed strength, with Shanghai Rural Commercial Bank hitting the daily limit and Chongqing Rural Commercial Bank rising over 7% [7][10] - The Shanghai Stock Exchange announced adjustments to several indices, including the inclusion of Shanghai Rural Commercial Bank in the CSI 300 Index [7] Sports and IP Economy - The sports sector, particularly football-related stocks, performed well, with companies like Jinling Sports and Gongchuang Turf hitting the daily limit [3][34] - The popularity of the Jiangsu City Football League has driven tourism consumption and increased public engagement [3][34] Chemical and Drone Industries - The chemical sector saw stocks like Yongguan New Materials and Lianhua Technology performing well due to recent incidents in the industry [23] - The drone industry gained attention following reports of drone attacks in Russia, leading to increased interest in related stocks [27][28] Gold and Beauty Care - Gold prices rose significantly, with COMEX gold futures closing at 3,406.4 USD per ounce, marking a return above the 3,400 USD level [29] - The beauty care sector is experiencing growth driven by new consumption models and trends, with companies like Shuiyang and Beitaini showing strong performance [32][33]