四大证券报精华摘要：7月29日

Group 1 - A-shares continue to show strong performance, with major indices reaching new highs in 2023, driven by increased market attractiveness and a rise in financing balance to 1.933841 trillion yuan [1] - Over 600 companies have received institutional research since July, with nearly 80% achieving positive returns, particularly in the machinery and pharmaceutical sectors [2] - Hengrui Medicine has entered a significant agreement with GSK, potentially worth over $12 billion, indicating a strong trend in domestic innovative drugs going global [3] Group 2 - The Ministry of Industry and Information Technology emphasizes the need to strengthen industrial economy and activate new growth drivers through various initiatives [4] - WuXi AppTec reported record high revenue and net profit for the first half of 2023, showcasing the strength of its CRDMO business model [5] - The establishment of multiple AI funds during the World Artificial Intelligence Conference indicates a growing investment interest in the AI industry [7] Group 3 - The Beijing Stock Exchange is experiencing a surge in mergers and acquisitions, reflecting a trend towards industry chain integration [8] - A significant decline in various commodity futures has been observed, suggesting a new normal of high volatility in the market [9] - Public funds have notably increased their allocation to Hong Kong stocks, particularly in healthcare and financial sectors, indicating a shift in investment strategy [10] Group 4 - Multiple regions are actively developing the virtual power plant sector, aiming to enhance energy supply and support the transition to new energy systems [11] - The film industry is witnessing a resurgence, with recent successful releases boosting the A-share film sector [12]