影响市场重大事件：7月A股新开户数196万户，同比增长71%；上海将吸纳更多人工智能等产业领域企业加入“探索者计划”

Group 1: Shanghai's Explorer Program - Shanghai government aims to attract more companies in biomedicine, artificial intelligence, and integrated circuits to join the "Explorer Program" to enhance basic research and high-quality development [1][5] - The program will focus on urgent scientific issues and support projects that meet significant economic and social needs [1] Group 2: Service Trade Growth - In the first half of 2025, China's service trade reached a total of 38,872.6 billion yuan, marking an 8.0% year-on-year increase [2] - Service exports grew by 15.0% to 16,883 billion yuan, while imports increased by 3.2% to 21,989.6 billion yuan, resulting in a service trade deficit of 5,106.6 billion yuan, which is a reduction of 1,522.1 billion yuan compared to the previous year [2] Group 3: A-share New Accounts - In July 2025, 1.96 million new A-share accounts were opened, representing a 71% year-on-year increase [3] - The monthly new account figures showed fluctuations, with a peak of over 3 million in March 2025, followed by a decline in April due to market volatility [3] Group 4: Public Fund of Funds (FOF) Issuance - The public FOF market experienced a surge, with the first instance of a fund being fully subscribed in one day, raising approximately 2.8 billion yuan [4] - A total of 35 FOF products have been issued this year, accumulating 30.842 billion yuan in total fundraising [4] Group 5: National Debt Issuance - The Ministry of Finance plans to issue the 48th phase of 2025 book-entry discount treasury bonds with a total competitive bidding amount of 60 billion yuan [6] - The bonds will have a maturity of 182 days and will be issued at a discount price determined through competitive bidding [6] Group 6: Machinery and Automotive Industry Growth Plans - The China Machinery Industry Federation announced that the Ministry of Industry and Information Technology will soon release growth stabilization plans for the machinery, automotive, and power equipment industries [8] - The focus will be on enhancing quality supply capabilities and optimizing the development environment for these industries [8] Group 7: Autonomous Driving Services - Xiaoma Zhixing launched a Robotaxi service in Shanghai's Pudong area, operating from 7:30 AM to 9:30 PM on weekdays [10] - The service is accessible via a mobile app and covers key commercial areas and popular subway stations [10] Group 8: Progress in AIDS Vaccine Research - China has made significant progress in AIDS vaccine research, completing the first phase of clinical trials for a vaccine using a modified smallpox virus as a carrier [11] - The study confirmed the vaccine's safety and its ability to induce effective immune responses, laying the groundwork for the second phase of clinical trials [11]