Group 1 - The ChiNext Index (399006) experienced a strong increase of 1.36% as of July 3, 2025, with notable gains from stocks such as Lens Technology (300433) up 8.41%, Huali Group (300979) up 5.81%, and Tianfu Communication (300394) up 5.45% [1] - The ChiNext ETF (159956) has shown active performance with a significant increase in trading volume, reflecting a 3.36% rise in the ChiNext Index over the past two weeks [1] - The China Securities Regulatory Commission (CSRC) announced the formal implementation of a third set of standards for the ChiNext, which supports the listing of high-quality, unprofitable innovative enterprises, enhancing the inclusivity and adaptability of the system for quality tech companies in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - Looking ahead, the market is expected to encounter clearer trading opportunities in July, although uncertainties may increase, with pricing likely to focus on "internal policy developments + mid-year performance disclosures + external changes" [1] - There may be a shift in market dynamics with small-cap stocks potentially loosening their grip, and market capitalization style possibly tilting towards mid-cap stocks, as historical trends indicate that mid-cap growth styles tend to outperform in July [1]
创业板指数反弹涨超1%，创业板ETF建信(159956)配置机遇备受市场关注，成长风格有望逐步走强