Zheng Quan Shi Bao·2025-08-02 05:03Group 1 - The A-share market experienced a slight adjustment after reaching new highs, with the Shanghai Composite Index fluctuating around 3600 points, while financing activities remained strong, with a net purchase of 37.2 billion yuan for the week, marking the sixth consecutive week of net buying exceeding 10 billion yuan [1] - The pharmaceutical and electronics sectors attracted significant net inflows, with the pharmaceutical sector receiving over 30.8 billion yuan and the electronics sector over 25.1 billion yuan in net inflows, while sectors like coal, oil, and non-ferrous metals saw slight net selling [1][2] - The medical and biological stocks demonstrated resilience during market adjustments, with various indices related to hepatitis and traditional Chinese medicine reaching new highs, and several stocks, including Qizheng Tibetan Medicine, hitting their highest levels in five years [2] Group 2 - The Chinese traditional medicine market is projected to reach a scale of 550 to 600 billion yuan by 2025, with further growth expected to 1.2 to 2 trillion yuan by 2030, maintaining a compound annual growth rate of 10% to 14% [3] - Continuous growth in R&D investment by traditional Chinese medicine companies is expected to support future development, with innovation in traditional medicine and biopharmaceuticals likely to provide additional valuation flexibility [3] - The market outlook remains positive, with analysts suggesting that the current short-term adjustments do not alter the long-term upward trend, and there are opportunities to explore in sectors driven by technological advancements and improving economic conditions [3]