今天A股再现“跷跷板”！

Market Overview - The market exhibited a "seesaw" effect, with high-dividend assets performing actively while technology stocks experienced a pullback [1] - The banking and electricity sectors saw gains, while the technology sector, particularly the computing industry chain, faced declines [1] - The Shanghai Composite Index fell by 0.79%, the Shenzhen Component Index dropped by 2.21%, and the ChiNext Index decreased by 2.9% [1] Banking Sector - The banking sector rebounded, with stocks like Chongqing Rural Commercial Bank and Shanghai Rural Commercial Bank leading the gains [2] - Overall, the banking sector's mid-year reports showed positive trends, with most banks experiencing revenue and profit growth, a decrease in non-performing loan ratios, and stable provision coverage [3] - Analysts noted that state-owned banks exceeded expectations in performance, with significant recovery in fee and non-interest income growth compared to the first quarter [3] - The banking sector is showing signs of stabilization after a period of adjustment, with expectations for a rebound in return on equity (ROE) [4] - Investment recommendations include focusing on regional banks with strong certainty and high-dividend large banks [4] Electricity Sector - The electricity sector showed strong performance, with stocks like Jingyuntong and Huaguang New Energy experiencing significant increases [4] - In July, the total electricity consumption reached 10,226 billion kilowatt-hours, marking an 8.6% year-on-year increase, with robust demand [7] - For the first seven months of the year, total electricity consumption was 58,633 billion kilowatt-hours, a 4.5% increase year-on-year [7] - Analysts recommend focusing on leading companies in renewable energy and high-dividend hydroelectric stocks due to their defensive attributes [7]