午评：创业板指半日涨1.36% 创新药概念股集体走强

Market Performance - The three major A-share indices experienced a rebound on July 3, with the Shanghai Composite Index slightly up by 0.07% to 3457.36 points and a trading volume of 303.4 billion yuan [1] - The Shenzhen Component Index rose by 0.75% to 10490.50 points with a trading volume of 488.5 billion yuan, while the ChiNext Index increased by 1.36% to 2152.54 points and a trading volume of 227.7 billion yuan [1] Sector Highlights - The innovative drug sector saw strong performance, with stocks like ShenZhou Cell and Saily Medical hitting the daily limit [1] - Computing hardware stocks also surged, with BoMin Electronics reaching the daily limit [1] - The commercial aerospace sector gained traction, with companies like XiCe Testing and LeiKe Defense hitting the daily limit [1] - Consumer electronics stocks rose, with New Asia Electronics and Chaoyang Technology also reaching the daily limit [1] - Conversely, the photolithography machine and photolithography glue sectors faced adjustments, with Xingye Co. hitting the daily limit down [2] Institutional Insights - CITIC Securities highlighted the crucial role of nuclear power in energy transition and carbon neutrality, noting that China has the largest number of newly approved nuclear power units globally [3] - Tianfeng Securities expressed optimism about the storage sector, anticipating price increases in the third and fourth quarters driven by demand from AI servers, PCs, and mobile devices [3] - China Galaxy Securities projected that the monetary policy will remain moderately loose, with potential for further interest rate cuts, supporting bank fundamentals and performance recovery [3] Economic Indicators - The Caixin China Services PMI fell to 50.6 in June, the lowest since October 2024, indicating a slowdown in the expansion of the service sector due to the diminishing effects of the May Day and Dragon Boat Festival holidays [4] Policy Developments - Xiamen has issued two significant documents aimed at accelerating the development of the marine economy, focusing on deep-sea industries and the integration of marine information and digital industries [5] Export Regulations - Siemens announced that the U.S. has lifted export restrictions on chip design software to China, allowing full access for Chinese customers to its software and technology [6]