A股将迎来新变局?7月21日，牛市产生时机或一触即发

Group 1 - The U.S. has imposed a preliminary anti-dumping duty of 93.5% on Chinese imported anode graphite, a key material for electric vehicle batteries, resulting in an effective tariff of 160% [1] - The 160% tariff is expected to increase the cost of battery production by $7 per kilowatt-hour, erasing 1 to 2 quarters of profit for Korean battery manufacturers, and raising the cost of an electric vehicle battery by over $1,000 [1] - The cancellation of the $7,500 electric vehicle subsidy further diminishes the market competitiveness of electric vehicles in the U.S. [1] Group 2 - The Shanghai Composite Index is expected to break below 3,400 points without substantial positive news, with the current high point being 3,555.22 [3] - The market is currently in a balanced state, with trading volume not sufficient for a strong market rally, although some sectors may see activity in the coming week [5] - A recent drop to 3,483 points was a "false break" below 3,500, indicating a potential upward movement in the market next week [6] Group 3 - A-shares market has shown a rebound, with all three major indices recording four consecutive weeks of gains [7]