Xuan Gu Bao·2025-08-01 08:03Market Overview - The market experienced a high and then a pullback, with the three major indices slightly down. The pharmaceutical sector continued its strong performance, with stocks like Qizheng Zangyao and Asia-Pacific Pharmaceutical hitting the daily limit. AI application stocks remained active, with companies like Qidi Design and Zhengzhong Design also reaching the limit. The photovoltaic sector saw a collective rebound, with stocks such as Jiejia Weichuang and Shuangliang Energy hitting the limit. Overall, more stocks rose than fell, with over 3,300 stocks in the Shanghai and Shenzhen markets showing gains, and today's trading volume was 1.62 trillion, a decrease of over 340 billion from the previous day [1]. Sector Highlights Pharmaceuticals - The pharmaceutical sector continued to surge, with Qizheng Zangyao achieving three consecutive limits, and Asia-Pacific Pharmaceutical and Fuyuan Pharmaceutical also hitting the limit. Notable stock performances include: - Qizheng Zangyao: Latest price 34.69, up 9.99%, market cap 18.389 billion [5] - Asia-Pacific Pharmaceutical: Latest price 7.40, up 9.96%, market cap 5.518 billion [6] - Fuyuan Pharmaceutical: Latest price 26.54, up 9.99%, market cap 12.739 billion [6] - Analysts believe the innovative drug sector's prosperity is sustainable, driven by policy support and increasing global competitiveness. The recovery of overseas orders and performance in the innovative drug supply chain is also noted, with expectations for a rebound in demand by 2025 [4][6]. Artificial Intelligence - The AI application sector saw significant gains, with stocks like Huanqiu Printing and Zhengzhong Design hitting the limit. Notable performances include: - Huanqiu Printing: Latest price 10.16, up 9.96%, market cap 3.252 billion [10] - Zhengzhong Design: Latest price 11.66, up 10.00%, market cap 3.301 billion [10] - Qidi Design: Latest price 16.08, up 20.00%, market cap 2.695 billion [10] - The recent strong debut of Figma on the NYSE, closing at $115.5 with a 250% increase, highlights the potential for AI-driven design tools to disrupt traditional markets [8][11]. Photovoltaics - The photovoltaic sector showed renewed strength, with stocks like Wenkai Co. and Jiejia Weichuang hitting the limit. Key stock performances include: - Wenkai Co.: Latest price 4.84, up 10.00%, market cap 2.145 billion [13] - Jiejia Weichuang: Latest price 66.19, up 20.00%, market cap 19.006 billion [12] - Jiejia Weichuang's recent earnings forecast indicates a net profit of 1.7 to 1.96 billion, representing a year-on-year growth of 38.65% to 59.85% [12]. - The Ministry of Industry and Information Technology's recent notice on energy conservation in the polysilicon industry is expected to accelerate supply-side reforms in the photovoltaic sector [12][14].