我国上半年经济数据将公布丨盘前情报

Market Overview - On July 14, the A-share market experienced mixed performance with the Shanghai Composite Index rising by 0.27% to 3519.65 points, while the Shenzhen Component Index fell by 0.11% to 10684.52 points, and the ChiNext Index decreased by 0.45% to 2197.07 points [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.46 trillion yuan, a decrease of 253.4 billion yuan compared to the previous trading day [2] Sector Performance - The top-performing sectors included precious metals, electricity, humanoid robots, and power grid equipment, while sectors such as diversified finance, gaming, real estate, and securities saw declines [2] International Market - In the U.S. stock market, the Dow Jones Industrial Average rose by 0.20% to 44459.65 points, the S&P 500 increased by 0.14% to 6268.56 points, and the Nasdaq Composite gained 0.27% to 20640.33 points [4][5] - European markets showed mixed results, with the UK FTSE 100 rising by 0.64% to 8998.06 points, while the French CAC 40 and German DAX indices fell by 0.27% and 0.39%, respectively [4] Economic Data Release - Key economic data for the first half of the year will be released on July 15, including national economic operation, industrial production, fixed asset investment, real estate development, and retail sales [6] Monetary Policy - The People's Bank of China reported that the social financing scale increased by 4.74 trillion yuan year-on-year in the first half of 2025, with total social financing reaching 22.83 trillion yuan [6] - M2 money supply grew by 8.3% year-on-year, while M1 increased by 4.6% [6] New Energy Vehicles - In the first half of 2025, new registrations of electric vehicles reached 5.622 million, a year-on-year increase of 27.86%, marking a historical high [10] - The total number of new energy vehicles in China reached 36.89 million, accounting for 10.27% of the total vehicle population [10] Green Finance - The People's Bank of China, along with financial regulatory bodies, issued the "Green Finance Support Project Directory (2025 Edition)" to enhance liquidity in the green finance market and improve asset management efficiency [9] Investment Opportunities - Analysts suggest that the rapid development of new energy vehicles is driving demand for components such as power batteries and electric drive systems, presenting significant investment opportunities in the automotive and component sectors [10] - The bond market is expected to benefit from improved liquidity and potential additional easing measures from the central bank, making it an attractive area for investors [7]