牛市早报｜证监会：以做强主场为方向，持续提升A股市场吸引力、竞争力

Market Data - As of July 2, the Shanghai Composite Index fell by 0.09% to 3454.79 points, the Sci-Tech Innovation 50 Index dropped by 1.22% to 982.64 points, the Shenzhen Component Index decreased by 0.61% to 10412.63 points, and the ChiNext Index declined by 1.13% to 2123.72 points [1] - In the U.S., major stock indices showed mixed results with the Dow Jones down by 0.02%, the S&P 500 up by 0.47%, and the Nasdaq increasing by 0.94%. The unexpected decline in private sector employment in June raised concerns about the U.S. economic outlook [1] - International oil prices rose on July 2, with light crude oil futures for August delivery increasing by $2.00 to $67.45 per barrel (up 3.06%) and Brent crude oil futures for September delivery also rising by $2.00 to $69.11 per barrel (up 2.98%) [1] Financial News - The National Development and Reform Commission announced the allocation of over 300 billion yuan to support the third batch of "dual heavy" construction projects for 2025, completing the 800 billion yuan project list for the year. The projects cover key areas such as ecological restoration, major transportation infrastructure, and urban underground pipeline networks [3] - The China Securities Regulatory Commission emphasized the need for comprehensive reform and opening-up of the capital market, focusing on the "two innovation boards" reform to enhance the attractiveness and competitiveness of the A-share market [3] - The People's Bank of China issued a notice regarding anti-money laundering and anti-terrorist financing management for precious metals and gemstones, effective from August 1, 2025, requiring institutions to report large cash transactions [4] - In June, 1.65 million new A-share accounts were opened, bringing the total for the first half of the year to 12.6 million, a 32.77% increase compared to the same period in 2024 [5] Industry Updates - The first batch of 10 Sci-Tech Bond ETFs has been approved, with six listed on the Shanghai Stock Exchange and four on the Shenzhen Stock Exchange. This follows the announcement by the CSRC to accelerate the development of Sci-Tech bonds [5] - In the automotive sector, six major car manufacturers reported a total sales volume of 8.79 million units in the first half of 2025, with BYD maintaining its position as the sales leader, each of BYD and SAIC exceeding 2 million units sold [6] - Bilibili reported significant growth in its gaming business, with a 76% year-on-year increase in revenue to 1.73 billion yuan in Q1 2025, despite previous low growth in the sector [7]