Zhong Guo Zheng Quan Bao·2025-07-01 21:04Market Overview - On July 1, A-shares experienced active trading with sectors like innovative drugs, banking, and non-ferrous metals showing strong performance, leading to several stocks reaching historical highs [1] - The total trading volume in the A-share market was 1.5 trillion yuan, a decrease of 208 billion yuan from the previous trading day, despite the absence of northbound capital transactions [1] Sector Performance - Among the primary industries, the comprehensive, pharmaceutical, and banking sectors saw the highest gains, increasing by 2.60%, 1.80%, and 1.54% respectively, while the computer, retail, and communication sectors faced declines of 1.18%, 0.79%, and 0.45% [2] - In the pharmaceutical sector, several stocks, including Forerunner Biologics and Sunshine Medical, hit the 20% daily limit, with others like Kexing Pharmaceutical and Shuyou Pharmaceutical rising over 15% [2] Banking Sector Insights - The banking sector rebounded on July 1 after two consecutive days of decline, with stocks like China Construction Bank and Pudong Development Bank reaching new historical highs [3] - The average dividend yield for the banking sector is currently at 4.01%, making it attractive for long-term funds [3] Investment Recommendations - Analysts suggest focusing on sectors with strong mid-year performance expectations, particularly in technology, consumption, and midstream manufacturing, as the upcoming half-year report disclosure period is expected to drive market upward momentum [4][5] - Recommended sectors for investment include electronics (semiconductors), machinery (automation equipment), pharmaceutical (chemical pharmaceuticals), national defense and military industry, non-ferrous metals, and computers [5]