五天四板，强势爆发

Core Viewpoint - The implementation of new quantitative regulations has led to a noticeable decrease in trading volume in the A-share market, with a total turnover of 1.23 trillion yuan today compared to 1.45 trillion yuan on the previous trading day, yet the market remains stable with limited selling pressure and some sectors, particularly the power sector, showing strong performance [1]. Group 1: Market Performance - A-shares experienced a significant reduction in trading volume, with the Shanghai Composite Index closing in the green despite the overall market's cautious sentiment [1]. - The power sector saw a remarkable surge, with over ten stocks, including Shaoneng Co., Huayin Power, and Shimao Energy, hitting the daily limit [1][2]. Group 2: Power Sector Dynamics - The power index rose by 1.65%, with notable gains from companies such as Shaoneng Co. (10.07%), Huayin Power (10.02%), and Shimao Energy (10.01%) [2][3]. - The ongoing high temperatures have led to increased electricity demand, particularly for air conditioning, benefiting power companies' generation and revenue [7]. Group 3: Factors Driving Power Sector Growth - High temperatures have prompted the Central Meteorological Observatory to issue yellow heat warnings, leading to sustained high electricity loads and improved power supply-demand dynamics [6]. - The commissioning of the largest thermal power plant in China, the No. 8 unit of the Zhejiang Beilun Power Plant, has further bolstered electricity supply during peak demand periods [6]. - Positive earnings forecasts, such as Huayin Power's projected net profit increase of 3600.7% to 4423.07% for the first half of 2025, have attracted short-term speculative interest in the power sector [6]. Group 4: Broader Sector Impacts - The high temperatures have also positively impacted other sectors, including home appliances, beverages, and environmental services, with increased sales of cooling devices and beverages [10]. - The logistics sector is experiencing mixed effects, with cold chain logistics benefiting while general freight is under pressure due to decreased transportation efficiency in extreme heat [10].