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收评:沪指窄幅震荡微涨0.02% 电力股集体爆发

Market Overview - A-shares showed mixed performance on July 7, with the Shanghai Composite Index slightly up by 0.02% closing at 3473.13 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.7% and 1.21% respectively [1] - The trading volume for the Shanghai Composite was 476.2 billion yuan, Shenzhen Component was 732.5 billion yuan, and ChiNext was 346.5 billion yuan [1] Sector Performance - Power and real estate stocks saw significant gains, with multiple stocks hitting the daily limit up, including Huayin Power and others [1][2] - Cross-border payment and stablecoin concepts were also active, with stocks like Zhongyi Technology and Jingbeifang reaching daily limits [1][2] - Conversely, the innovative drug sector faced declines, with Kexing Pharmaceutical dropping over 14% [1][2] Institutional Insights - Jifeng Investment Advisory noted a structural rotation in the market, suggesting a focus on high-growth sectors such as semiconductors, consumer electronics, AI, and robotics for investment opportunities [3] - CITIC Securities highlighted a cautious market outlook due to rapid gains in computing power stocks and U.S. tariff issues, recommending attention to companies with sustained high growth and those benefiting from external demand [3] - China International Capital Corporation projected a potential slowdown in A-share earnings growth in the second quarter of 2025 compared to the first quarter, with non-financial sectors facing price pressures [3] Policy Developments - Four departments in China announced plans to establish over 100,000 high-power charging facilities by the end of 2027, emphasizing the need for coordinated planning with existing infrastructure [4] - An international standard for autonomous vehicle testing, ISO 34505:2025, was officially released, outlining evaluation processes and testing methods for autonomous driving systems [5] Company News - NIO and Anhui Jianghuai Automobile Group's joint venture, Jianglai Advanced Manufacturing Technology (Anhui) Co., Ltd., is set to be dissolved, with a registration capital of 510 million yuan [6][7]