收评:沪指涨0.27% PEEK材料板块领涨 多元金融板块领跌
Xin Hua Cai Jing·2025-07-14 07:18

Market Overview - The Shanghai and Shenzhen stock indices opened higher on July 14, with the Shanghai Composite Index closing at 3519.65 points, up 0.27%, and the Shenzhen Component Index closing at 10684.52 points, down 0.11% [1] - The PEEK materials sector saw significant gains, while sectors such as multi-financial, short drama games, and Sora concepts experienced notable declines [1] Institutional Insights - According to Jufeng Investment Advisors, the market is expected to rise further due to favorable policies, with recommendations for investors to buy on dips. The brokerage and mid-term performance forecasts are seen as new driving forces for the market [2] - Everbright Securities noted that industries with strong mid-term performance typically see better stock price performance in July and August, with manufacturing expected to show the highest growth rate [2] - CITIC Securities maintains a positive outlook for the market, citing favorable macroeconomic conditions and structural opportunities, while suggesting that any short-term corrections could present good buying opportunities [2] Industry Developments - The number of newly registered electric vehicles reached 562.2 million in the first half of 2025, marking a year-on-year increase of 27.86%, with a total of 3689 million electric vehicles in circulation, accounting for 10.27% of all vehicles [3] - The China Coal Transportation and Marketing Association emphasized the need for industry self-discipline to address competition and promote supply-demand balance in the coal market, urging strict adherence to long-term contracts and improved management practices [4]