A股收评 | 三利好提振！沪指站稳3600 海南自贸区概念掀涨停潮

Market Overview - The A-share market experienced a rebound on July 24, with the Shanghai Composite Index closing above 3600 points, up 0.65% to 3605.73 points, and total trading volume reaching 852.2 billion yuan [2] - The Shenzhen Component Index rose 1.21% to 11193.06 points, while the ChiNext Index increased by 1.50% to 2345.37 points [2] Key Drivers - The rebound was attributed to three main factors: the implementation of zero tariffs for regional imports in Hainan, the positive impact of significant events like the Yajiang Hydropower Station, and enhanced economic stabilization expectations for the second half of the year [1] - The Hainan Free Trade Zone concept saw a surge, with nearly 20 stocks, including China Duty Free Group and Hainan Airport, hitting the daily limit [1] Sector Performance - Sectors that performed well included securities, multi-financial, energy metals, and semiconductor industries, with notable stocks like Haide Co. and Northern Rare Earth reaching their daily limits [1] - Conversely, sectors such as precious metals, banking, and communication equipment saw declines [1] Fund Flow - Main capital inflows were observed in sectors like securities, small metals, energy metals, and semiconductors, while outflows were noted in infrastructure, chemical products, communication equipment, and power sectors [3] Future Outlook - Dongguan Securities indicated that the medium to long-term upward trend remains intact, despite short-term adjustment pressures around the 3600-point mark [7] - Huatai Securities noted strong buying sentiment, suggesting that the upward trend is likely to continue, although caution is advised regarding potential sharp declines [8] - Xinda Securities highlighted the recent performance of undervalued cyclical stocks, suggesting this may signal the bull market entering a primary rising phase [10]