Venture(US:VEMLY) Sou Hu Cai Jing·2025-07-29 09:00Market Overview - The market experienced a strong upward trend throughout the day, with the ChiNext Index leading the gains. The total trading volume in the Shanghai and Shenzhen markets reached 1.8 trillion yuan, an increase of 609 billion yuan compared to the previous trading day. The Shanghai Composite Index rose by 0.33%, the Shenzhen Component Index by 0.64%, and the ChiNext Index by 1.86% [1]. Sector Performance - The innovative drug and CRO sectors continued their strong performance, with multiple stocks such as Ruizhi Pharmaceutical, Zhongsheng Pharmaceutical, and Chenshin Pharmaceutical hitting the daily limit. WuXi AppTec reported a revenue of 20.799 billion yuan for the first half of 2025, a year-on-year increase of 20.64%, and a net profit of 8.561 billion yuan, up 101.92%. The company raised its full-year revenue forecast to between 42.5 billion and 43.5 billion yuan, indicating strong confidence in the industry's prospects [2][8]. - The CPO and computing hardware sectors also showed strength, with stocks like Dekoli and Tianfu Communication rising over 10%. Companies such as Zhongji Xuchuang and Xin Yisheng reached new historical highs [2][3]. Investment Opportunities - The innovative drug sector remains a clear trend with significant growth potential. The valuation of this sector is still attractive, and foreign investment in Hong Kong's innovative drugs is expected to increase. The focus on performance recovery in specific sub-sectors or stocks is recommended [2][8]. - The CPO technology is projected to penetrate 30% of the market by 2027, addressing high computing transmission bottlenecks. The sector may expand into data centers and other related areas, presenting additional investment opportunities [3]. Individual Stock Highlights - The stability coin concept was active, with stocks like Hengsheng Electronics hitting the daily limit and Guotou Intelligent rising over 18%. The upcoming implementation of the "Stablecoin Regulations" in August 2025 is expected to benefit major companies like Ant Group and JD.com, which may be among the first to obtain stablecoin licenses [4][12]. - The market saw a slight increase in the number of stocks with consecutive gains, with Xizang Tourism being the only stock with more than two consecutive gains, reaching seven [6]. Future Market Analysis - The overall market is expected to continue its upward trend, supported by the computing hardware and innovative drug sectors. The trading volume has increased, indicating a healthy market rotation. Investors are advised to look for low-entry opportunities in core stocks within previously popular sectors [8].