Zheng Quan Shi Bao·2025-07-11 17:25Market Overview - The market sentiment has improved, with all three major indices rising. The Shanghai Composite Index increased by 1.09%, stabilizing above 3500 points, while the Shenzhen Component Index rose by 1.78% and the ChiNext Index by 2.36% [1] Industry Performance - Among the 31 primary industries, 27 experienced gains, with real estate, steel, and non-bank financials leading the way. Concept sectors such as rare earths, real estate developers, innovative drugs, photovoltaic glass, brokerages, and stablecoins saw significant surges [1] Institutional Research Activities - A total of 160 listed companies disclosed institutional research minutes, with around 100 stocks achieving positive returns. Notably, Lianhuan Pharmaceutical's stock surged by 38.58% during the week, and several other companies also saw gains exceeding 10% [1] Company Highlights - Lianhuan Pharmaceutical has conducted four institutional research activities in July, with a cumulative increase of 49% in stock price. The company is collaborating on the development of an SGLT2 inhibitor for diabetes treatment, expecting key data in Q1 2024 and plans to submit for market approval in 2026 [1][2] - Wantai Biological Pharmacy recently hosted 19 institutional research sessions and announced the pricing of its domestically produced nine-valent HPV vaccine at 499 yuan per dose. The company aims to enhance market penetration through a differentiated sales strategy [2] - Zhongyi Technology, while not currently involved in stablecoin business, confirmed its participation in IT infrastructure for digital currency systems, ensuring stability and security [2] - Zhenghai Magnetic Materials responded to export control measures by actively pursuing export declarations and maintaining normal production operations. The company anticipates growth in demand for neodymium-iron-boron in emerging sectors like energy-saving and new energy vehicles [3] Financial Sector Insights - Several banks, including Ningbo Bank and Suzhou Bank, received institutional attention. Suzhou Bank reported a narrower net interest margin decline compared to the industry average and plans to enhance margin management throughout the year [3]