中央财经委员会会议：推动海洋经济高质量发展丨盘前情报

Market Overview - On July 1, the market experienced fluctuations with mixed results across the three major indices. The Shanghai Composite Index rose by 0.39% to 3457.75 points, while the Shenzhen Component Index increased by 0.11% to 10476.29 points. The ChiNext Index, however, fell by 0.24% to 2147.92 points. The total trading volume in the Shanghai and Shenzhen markets was 1.47 trillion yuan, a decrease of 20.8 billion yuan from the previous trading day [1][2]. Sector Performance - The innovative drug concept stocks strengthened again, and bank stocks rebounded. Chip stocks initially surged but later declined. The sectors that saw gains included innovative drugs, China Shipbuilding Industry Corporation, photolithography machines, and banks. Conversely, sectors that experienced declines included stablecoin concepts, diversified finance, cross-border payments, copper cable high-speed connections, and AI intelligent agents [1]. International Market - In the overnight U.S. market on July 1, the Dow Jones Industrial Average rose by 400.17 points (0.91%) to close at 44494.94 points. The S&P 500 index fell by 6.94 points (0.11%) to 6198.01 points, while the Nasdaq Composite Index decreased by 166.84 points (0.82%) to 20202.89 points. In Europe, the FTSE 100 index rose by 24.37 points (0.28%) to 8785.33 points, while the CAC 40 index fell by 3.32 points (0.04%) to 7662.59 points, and the DAX index dropped by 236.32 points (0.99%) to 23673.29 points [3][4]. Oil Prices - International oil prices increased on July 1. The price of light crude oil futures for August delivery rose by $0.34 to $65.45 per barrel (0.52% increase), while the September delivery of Brent crude oil futures increased by $0.37 to $67.11 per barrel (0.55% increase) [3][4]. Industry Insights - The Central Financial and Economic Commission emphasized the need to promote high-quality development of the marine economy, enhance top-level design, and encourage social capital participation. Key areas of focus include marine technology innovation, development of marine industries, and ecological protection [5]. - The Ministry of Industry and Information Technology reported that from January to May, the added value of the electronic information manufacturing industry increased by 11.1% year-on-year, outpacing the growth of the overall industrial and high-tech manufacturing sectors [6]. - Domestic leading photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to promote sustainable industry development. The company Yamaton is also planning to invest in a new production line in the UAE [7]. - The U.S. Senate passed a comprehensive tax and spending bill, which is now awaiting approval from the House of Representatives [8]. Fund Flow - The top five industries with net inflows of main funds included chemical pharmaceuticals, electric power, banks, biological products, and automotive manufacturing. Conversely, the software development and internet services sectors saw significant net outflows [10].