Market Overview - The Shanghai Composite Index experienced slight fluctuations, closing up 0.02% at 3473.13 points, while the Shenzhen Component Index fell by 0.7% to 10435.51 points, and the ChiNext Index dropped 1.21% to 2130.19 points. The total trading volume across the three exchanges was 12,272 billion yuan, a decrease of nearly 230 billion yuan from the previous day [1] Investment Opportunities - Changxin Storage, a leading domestic DRAM manufacturer, has initiated its listing guidance. The company, established in 2016, is the largest and most comprehensive DRAM IDM enterprise in China. According to CITIC Securities, Changxin's technology is rapidly advancing, with production capacity expected to double by 2024, which may drive further expansion and increase the domestic equipment localization rate [2] - The recent "takeaway war" among major platforms, including a 500 billion yuan subsidy plan from Taobao, is expected to benefit leading tea beverage brands, as the discounts primarily target the 20 yuan price range, which is common for tea drinks and low-cost fast food [3] Industry Trends - The non-ferrous metals sector has shown strong performance, with the Shenwan Non-ferrous Metals Index rising by 6.19%, outperforming the CSI 300 Index. Energy and industrial metals saw significant increases of 8.28% and 8.09%, respectively. Cobalt prices rose by 7.36% due to supply constraints from the Democratic Republic of Congo's extended cobalt export ban [4] Policy Developments - The National Development and Reform Commission and other departments aim to establish over 100,000 high-power charging facilities nationwide by the end of 2027, enhancing service quality and technological applications [5][6] - China has taken the lead in formulating international standards for autonomous vehicle testing scenarios, which include evaluation processes and testing methods for autonomous driving systems [7] - The Ministry of Civil Affairs plans to launch a nationwide "Elderly Service Consumption Season" from July to December, promoting policies to reduce service costs for enterprises and facilitate the implementation of elderly service consumption and re-loan policies [8] Technological Advancements - The "New Generation Black Panther 2.0" robot dog has set a new world record by achieving a speed of 10.3 meters per second, surpassing the previous record held by Boston Dynamics' WildCat [9]
今日投资参考：长鑫存储开启上市辅导 国产存储链有望持续受益
Zheng Quan Shi Bao Wang·2025-07-08 02:31