Trendlines(US:TRNLY) He Xun Cai Jing·2025-07-14 00:55Group 1 - The Ministry of Finance has issued a notification to guide insurance funds towards long-term stable investments, establishing a three-year long-cycle assessment system for state-owned commercial insurance companies [1] - This long-cycle assessment mechanism is expected to stabilize investment decisions by insurance funds, improving the capital structure of A-shares and providing stable funding support for sectors like integrated circuits, robotics, and advanced manufacturing [1] - The external environment is becoming more challenging, with the U.S. imposing a 30% tariff on Mexico and the EU, which may indirectly affect China's export trade routes [1] Group 2 - The competition in the food delivery industry is intensifying, with significant subsidies benefiting high-frequency, low-ticket consumption sectors such as coffee and tea, potentially boosting demand and benefiting leading players in the delivery tea market [2] - The market experienced fluctuations, with the Shanghai Composite Index breaking through 3500 but many small and medium-sized stocks remaining at low levels, indicating a need for a healthy rotation in the market [2] - Financial stocks are currently at a high position, and the focus for the upcoming week will be on whether small and medium-sized stocks can break through resistance levels, which is crucial for achieving a positive market rotation [2]