超强主线回归，多股新高

Market Overview - On the first trading day of July, A-shares experienced a strong opening, with the Shanghai Composite Index rising by 0.39% to 3457.75 points, and the Shenzhen Component Index increasing by 0.11% to 10476.29 points. The ChiNext Index fell by 0.24% to 2147.92 points [1] - The total trading volume across the A-share market was approximately 1.5 trillion yuan, with the combined trading volume of the Shanghai and Shenzhen stock exchanges at 149.68 billion yuan, a decrease of about 20 billion yuan from the previous day [1] Banking Sector - The banking sector rebounded after a brief correction, with notable gains in stocks such as Suzhou Bank (up over 5%) and Xiamen Bank (up about 4%). Construction Bank and Pudong Development Bank reached new highs during the session [2][5] - The banking index has seen a year-to-date increase of nearly 20%, and since the end of 2023, it has accumulated a rise of nearly 70% [3][5] Innovative Pharmaceuticals - The innovative pharmaceutical sector saw significant gains, with stocks like Frontline Bio reaching a 20% limit up and Shuyou Shen increasing by over 15%, both hitting new historical highs [7] - On July 1, the National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, which include enhancing R&D support and encouraging investment from commercial health insurance [8][9] Controlled Nuclear Fusion - The controlled nuclear fusion concept surged, with stocks like Sihua Electronics and Xuguang Electronics hitting the limit up. The commercial procurement of fusion energy was marked by a recent agreement between Alphabet and Commonwealth Fusion Systems [10][12] - The domestic and international progress in controlled nuclear fusion projects is expected to accelerate, with significant potential for commercial development in the future [12]