直奔3500点！证监会最新定调助力A股“七挺身”，下半年股市突围在即？

Core Viewpoint - The China Securities Regulatory Commission (CSRC) emphasizes maintaining market stability as the primary regulatory task while promoting comprehensive capital market reforms and enhancing the attractiveness and competitiveness of the A-share market [2][4][10] Group 1: Regulatory Developments - The CSRC has initiated a new round of comprehensive capital market reforms, focusing on the "Two Innovation Boards" to enhance the system and invigorate market activity [2][3] - The CSRC aims to optimize mechanisms for stock and bond financing, as well as mergers and acquisitions, to better support technological and industrial innovation [4][10] - The regulatory body is committed to improving investor protection and maintaining the principles of fairness, transparency, and accountability in the market [4][10] Group 2: Market Performance - A-share indices collectively rose on July 3, with the Shanghai Composite Index closing at 3472.32 points, marking a 0.32% increase and reaching a new high of 3497.22 points during the session [5][6] - The number of new A-share accounts opened in June 2025 reached 165,000, reflecting a 5.84% month-on-month increase and a 53% year-on-year increase [5] Group 3: Market Outlook - Analysts suggest that A-shares are at the beginning of a new structural slow bull market, with expectations for a gradual upward trend following the 3400-point breakthrough [6][10] - The market is anticipated to experience a structural opportunity, particularly in technology growth sectors, innovative pharmaceuticals, and new consumer markets, driven by changing consumer preferences [9][10] - The overall market valuation is expected to rise due to policy support, improved asset quality, and a decline in risk premiums, leading to a stable upward trend in A-shares [10]