AH股回落，创业板跌超1%，创新药强势，恒科指高开1%后转跌，新消费股活跃，国债、商品齐涨

Market Overview - A-shares experienced a decline in early trading, with the Shanghai Composite Index down 0.18%, Shenzhen Component down 0.56%, and ChiNext down 0.94% [1] - Hong Kong stocks opened higher but fluctuated, with the Hang Seng Index up 0.32% and the Hang Seng Tech Index down 0.72% [2][3] - The bond market showed strength, with 30-year treasury futures up 0.22% and 10-year futures up 0.07% [4] Sector Performance - The photovoltaic sector was active, with companies like Yamaton and Tongwei rising significantly, as major glass manufacturers plan to collectively reduce production by 30% starting in July [12][13] - The innovative drug sector continued its strong performance, with stocks like Saily Medical and Microchip Biotech seeing gains of over 10% [5][6] - Conversely, multi-financial and stablecoin concept stocks faced significant declines, with Tian Sheng New Materials dropping over 10% [7][8] Key Stock Movements - Notable gainers in the photovoltaic sector included: - Yamaton up 10% [13] - Tongwei up 3.96% [13] - In the innovative drug sector, Saily Medical rose 9.97% [6] - Major decliners included: - Chutian Long down 9.19% [8] - Cuiwei Co. down 6.19% [8] Policy Impact - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, including their inclusion in basic medical insurance [6]