七部门发文加快推进普惠托育服务体系建设丨盘前情报

Market Overview - On July 8, the A-share market experienced a rise, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3497.48, up by 0.7%, while the Shenzhen Component Index rose by 1.46% to 10588.39, and the ChiNext Index increased by 2.39% to 2181.08. The total trading volume in the Shanghai and Shenzhen markets reached 1.45 trillion yuan, an increase of 245.3 billion yuan compared to the previous trading day [1][2]. Sector Performance - The market showed a mixed performance with over 4200 stocks rising. Key sectors that performed well included computing hardware, photovoltaic concepts, PCB, CPO, and gaming, while sectors such as insurance, banking, and electricity saw declines [1]. International Market - In the U.S. stock market on July 8, the Dow Jones Industrial Average fell by 165.60 points to 44240.76, a decrease of 0.37%. The S&P 500 dropped by 4.46 points to 6225.52, down by 0.07%, while the Nasdaq Composite rose slightly by 5.95 points to 20418.46, an increase of 0.03%. In Europe, major indices all saw gains, with the average price index rising by 0.54% [2]. Commodity Prices - International oil prices increased on July 8, with light crude oil futures for August delivery rising by $0.40 to $68.33 per barrel, a gain of 0.59%. Brent crude for September delivery rose by $0.57 to $70.15 per barrel, an increase of 0.82% [3]. Industry Insights - The China Passenger Car Association reported that domestic retail sales of new energy passenger vehicles reached 1.111 million units in June, marking a year-on-year increase of 29.7%. Cumulatively, retail sales for the first half of the year reached 5.468 million units, up by 33.3% year-on-year [5]. Institutional Perspectives - CICC noted that the current trading activity is a crucial indicator of the capital market's depth and is a significant revenue source for market participants like exchanges and brokerages. The ongoing reforms in market mechanisms are expected to enhance the trading activity in Hong Kong stocks [9]. - Ping An Securities highlighted a recovery in overall demand in the electronics sector, driven by innovations in AI and high-speed communication, which are expected to support PCB demand growth [9]. - Minsheng Securities expressed optimism for the photovoltaic industry, anticipating a rebound as the sector stabilizes from previous price wars and focuses on innovation and value competition [9]. Key Announcements - Taiji Industry announced the formal signing of contracts for its subsidiary Haotai Semiconductor with SK Hynix. Northern Rare Earth reported a recovery in export orders for rare earth products in June, maintaining a positive outlook on future price trends [11].