Shen Zhen Shang Bao·2025-07-20 22:39Market Performance - A-shares showed a steady upward trend last week, with major indices reaching new highs for the year. The Shanghai Composite Index closed at 3534.48 points, up 0.69% for the week, while the Shenzhen Component Index rose 2.04% to 10913.84 points, and the ChiNext Index increased by 3.17% to 2277.15 points [1] - The total trading volume for the week was 7.73 trillion yuan, marking the largest weekly trading volume in three months [1] - Over 3100 stocks rose during the week, with 311 stocks increasing by more than 10%, 86 by over 20%, and 23 by over 30% [1] Sector Performance - Among the 31 first-level industries, 24 saw gains, with 11 industries rising more than 2% and 6 industries increasing over 3%. The top three performing sectors were Utilities (7.59%), Pharmaceuticals (4.80%), and Communications (3.65%) [1] - Conversely, 7 industries experienced declines, with Real Estate, Media, and Non-Bank Financials showing the largest drops of 1.99%, 1.72%, and 0.82% respectively [1] Investment Opportunities - The light module sector (CPO) and innovative pharmaceuticals showed strong performance, with companies like New Yisheng and Zhongji Xuchuang reporting significant weekly gains of over 39% and 40% respectively [2][3] - New Yisheng projected a net profit of 3.7 billion to 4.2 billion yuan for the first half of 2025, representing a year-on-year growth of 327.68% to 385.47% [3] - Zhongji Xuchuang also forecasted a net profit of 3.6 billion to 4.4 billion yuan for the same period, with a growth rate of 52.64% to 86.57% [3] Future Market Outlook - Analysts suggest that the current upward trend in the A-share market is likely to continue, with a focus on mid-year performance opportunities. Companies with strong earnings growth are expected to attract institutional investment [4] - Key sectors to watch include AI, pharmaceuticals, semiconductors, and large financials, particularly those with low valuations and improving fundamentals [4] - Financial analysts highlight four areas of opportunity: sectors related to "de-involution" such as photovoltaics and lithium batteries, stablecoin-related sectors, precious metals, and companies with better-than-expected mid-year forecasts [5]