Xuan Gu Bao·2025-07-30 08:16Market Review - The Shanghai Composite Index experienced a high and then retreated, while the ChiNext Index fell over 2% during the day. The film sector continued its strong performance with stocks like Happiness Blue Sea and Golden Screen Media hitting the daily limit. The baby and child concept stocks surged, with Sunshine Dairy and Anzheng Fashion also reaching the limit. Conversely, high-profile stocks like Dongxin Peace and Tuoshan Heavy Industry faced significant declines, leading to over 3,500 stocks in the Shanghai and Shenzhen markets closing in the red. Today's trading volume reached 1.87 trillion [1]. Hot Topics Film Industry - The film sector saw another significant rise, with Happiness Blue Sea hitting the daily limit again, alongside Tianfu Cultural Tourism and Golden Screen Media. As of July 30, the cumulative box office for "Nanjing Photo Studio" reached 696 million, with projections estimating a final box office of 3.752 billion [3][4]. - According to Dongfang Securities, "Nanjing Photo Studio" has significantly exceeded expectations and is expected to contribute an additional 3 billion to the overall box office. Other films like "Lychee of Chang'an" and "The Legend of Luo Xiaohei 2" are also benefiting from the increased audience interest [4]. Pharmaceutical Sector - The pharmaceutical sector remained active, with stocks like Chenxin Pharmaceutical, Foci Pharmaceutical, and Dongcheng Pharmaceutical hitting the daily limit. The sector is experiencing a gradual recovery due to improved policies and the maturation of research pipelines, indicating a potential valuation re-rating opportunity [5][6]. Optimizing Fertility - The optimizing fertility sector saw gains in the afternoon, with stocks like Beichun Co. and Anzheng Fashion reaching the daily limit. The National Health Commission emphasized the need for enhanced research and policy support to alleviate the burden of child-rearing on families [7][8]. - With the implementation of child-rearing subsidies, the maternal and infant consumption industry chain is expected to benefit, particularly in areas such as food, consumables, toys, and maternity products [8]. Other Active Sectors - Other sectors showing activity include consumer goods, oil services, and domestic chips, while sectors like rare earths and RWA faced notable declines [9].