Zheng Quan Shi Bao·2025-08-03 03:01Group 1 - The core viewpoint of the articles indicates that the stock market is expected to reach new highs, with a focus on sectors such as electronics, basic chemicals, and pharmaceuticals [6][7] - In July, the pharmaceutical sector performed exceptionally well, with stocks like Kangchen Pharmaceutical and Borui Pharmaceutical leading the gains, achieving monthly increases of 107% and 82% respectively [2][3] - The latest stock recommendations for August highlight Oriental Fortune and Luoyang Molybdenum as the most popular picks among institutions, with significant growth potential anticipated for these companies [3][6] Group 2 - In August, the stock recommendations show a notable increase in the weight of sectors such as non-ferrous metals and building materials, while sectors like power equipment and banking saw a decrease [3] - Analysts suggest that the market may experience a "反内卷" (anti-involution) trend, benefiting industries like coal, steel, and photovoltaics, as well as opportunities in electronics and machinery [6][7] - The stock performance of over 30 brokerage firms in July showed a return rate exceeding 5%, with some firms achieving returns over 10%, indicating strong market activity [2]