Sou Hu Cai Jing·2025-07-30 04:36Market Overview - The market showed mixed performance with the Shanghai Composite Index reaching a new high for the year, while the Shenzhen Component and ChiNext Index experienced slight declines [1][11] - The total trading volume in the Shanghai and Shenzhen markets was 1.09 trillion yuan, a decrease of 43.2 billion yuan compared to the previous trading day [1] Sector Performance - The pharmaceutical sector remained active, with multiple stocks such as Chenxin Pharmaceutical and others hitting the daily limit [1][3] - The film and entertainment sector saw a resurgence, particularly with the film "Nanjing Photo Studio" performing well, grossing over 600 million yuan within five days of its release [3][14] - The steel sector also showed strength, with Xining Special Steel achieving seven consecutive trading limits [5][27] Individual Stock Highlights - A total of 32 stocks hit the daily limit, with a sealing rate of 69%, and nine stocks achieved consecutive limits [1][13] - Notable performers included Chenxin Pharmaceutical with five consecutive limits and Xizang Tourism with eight consecutive limits [1][21] Investment Opportunities - The ongoing trend in innovative pharmaceuticals is highlighted by the collaboration between Heng Rui Pharmaceutical and GlaxoSmithKline, potentially worth up to 12.5 billion USD [5] - The film industry is expected to see steady growth due to the successful release of quality films during the summer season [3][14] Regulatory and Policy Insights - The China Steel Industry Association emphasized the need for self-discipline and stable pricing in the steel industry amid ongoing capacity governance policies [9] - The National Development and Reform Commission is seeking public input on guidelines for government investment funds, aiming to enhance long-term capital deployment [34]