A股指数涨跌不一：创业板指涨0.4%，人脑工程、光刻机等板块涨幅居前

Market Overview - The three major indices opened mixed on June 30, with the Shanghai Composite Index down 0.02%, the Shenzhen Component Index up 0.26%, and the ChiNext Index up 0.40% [1] - EDA, brain engineering, and photolithography sectors saw significant gains, while manganese silicon, dairy powder, and Xiaomi automotive sectors experienced declines [1] Index Performance - Shanghai Composite Index: Latest at 3423.47, down 0.02% with 1278 gainers and 570 losers [2] - Shenzhen Component Index: Latest at 10405.96, up 0.26% with 1660 gainers and 711 losers [2] - ChiNext Index: Latest at 2132.93, up 0.40% with 825 gainers and 376 losers [2] Sector Insights - Guotai Junan Securities suggests that there is still upward potential in the stock market before the end of July, emphasizing a focus on structural performance rather than short-term index movements [3] - The report highlights the importance of technology growth, cyclical consumption revival, and financial stocks, recommending sectors such as internet, media, robotics, defense, and innovative pharmaceuticals [3] Long-term Investment Strategies - China Galaxy Securities indicates that Hong Kong stocks have high long-term allocation value due to relatively low absolute valuations and historical mid-to-high valuation percentiles [4] - The technology sector is expected to continue providing investment opportunities, supported by policy and strong profit growth [4] - Consumer sectors, particularly pharmaceuticals and discretionary consumption, are anticipated to improve performance due to domestic consumption policies [4] Industry Trends - CITIC Securities notes that the beer industry is entering a high-end phase, with increasing demand for personalized and diversified products, leading to the expansion of the craft beer sector [5] - Major beer manufacturers are actively acquiring quality craft beer brands, indicating a strategic focus on the craft beer market [5] Commodity Outlook - GF Securities forecasts a continued positive trend in coal prices, driven by seasonal demand increases and stable supply conditions [6] - The report highlights that both thermal coal and coking coal prices are expected to rise due to inventory declines and increased downstream purchasing activity [6]