A股新高后突发跳水！影视股延续强势 婴童概念股午后拉升

Market Overview - On July 30, A-shares experienced a significant drop during the trading session, with the Shanghai Composite Index turning negative and the Shenzhen Component and ChiNext indices widening their declines. However, after 2 PM, the market began to recover as details from a high-level meeting were released, closing with the Shanghai index up 0.17%, while the Shenzhen index fell 0.77% and the ChiNext index dropped 1.62% [2] - A total of 1,713 stocks rose, with 55 hitting the daily limit, while 3,559 stocks declined. The total trading volume reached approximately 1.87 trillion yuan [3] Sector Performance - The film and television sector continued its strong performance, with stocks like Happiness Blue Ocean and Golden Screen Media hitting the daily limit [3] - The baby and children concept stocks surged in the afternoon, with Sunshine Dairy and Anzheng Fashion among those hitting the daily limit [5] - Pharmaceutical stocks initially rose but then retreated, with stocks like Chenxin Pharmaceutical hitting the daily limit [6] New Listings - The new stock Han Gao Group debuted on the main board, experiencing a significant surge, with its price rising over 600% at one point, reaching above 100 yuan [7][8] Policy Impacts - The Central Political Bureau held a meeting on July 30, emphasizing the need for sustained macroeconomic policies, including more proactive fiscal policies and moderately loose monetary policies. The meeting highlighted the importance of enhancing the efficiency of fund utilization and supporting key sectors such as technology innovation and small enterprises [10][11] - The meeting also addressed the need to prevent and mitigate risks in key areas, including local government debt, and to enhance the attractiveness of the domestic capital market [10][11] Economic Support Measures - The National Health Commission announced plans to implement a childcare subsidy system, with an initial budget of approximately 90 billion yuan allocated for this purpose [11][12]