Macro & Industry - The "involution" competition in industries such as automotive, photovoltaic, and lithium batteries has intensified, leading to a dilution of profits and a disruption of the industrial ecosystem [1] - The Central Financial Committee emphasized the need to promote a unified national market, focusing on legal governance of low-price competition and encouraging companies to enhance product quality [1] - The Ministry of Industry and Information Technology held a meeting to address low-price competition in the photovoltaic industry and promote the orderly exit of outdated production capacity [1] Company - iPhone sales in China grew by 8% year-on-year in Q2, marking Apple's first sales increase in the region since Q2 2023, driven by promotional activities and improved trade-in values [4][5] - Huawei's sales in Q2 increased by 12%, maintaining its position as the largest company in the Chinese market, followed by Vivo and Apple [5] - Industrial and Commercial Bank of China and other bank stocks reached historical highs, with a sector index increase of nearly 1.7% on July 4, supported by favorable fiscal policies and stable credit growth [5] - Xintai Life Insurance increased its stake in Hualing Steel to 5%, expressing confidence in the company's future and indicating potential for further acquisitions [6] Fund - As of June 30, 136 companies saw stock price increases exceeding 100% this year, with some like United Chemical and Shutai Shen exceeding 400% [7] - Many public funds have invested in high-performing stocks, with notable holdings in companies like Shenghong Technology and Yipin Hong [8] - Fund managers are focusing on sectors such as AI, military industry, industrial metals, and banking for potential investment opportunities in the second half of the year [10]
每周回顾 药监局发布十大举措支持高端医械；部分公募基金精准“擒牛”
Sou Hu Cai Jing·2025-07-04 08:55