每日市场观察

Market Overview - The market opened slightly lower on Monday but then experienced a rebound, with only the ChiNext index showing a minor decline. Market sentiment continues to improve, with real estate, coal, and agriculture sectors leading the gains [2][28] - The manufacturing PMI for June rose to 51.8, marking the highest level since June 2021, indicating accelerated expansion in manufacturing activities [14][35] Industry Dynamics - The Sichuan New Energy Vehicle Innovation Center has made significant progress in the research and development of all-solid-state batteries, with a key material, "sulfide electrolyte," set to enter mass production soon. A pilot production line with an annual capacity of 100 tons is planned to begin construction by the end of this year [7] - The China Index Academy reported that the average price of new residential properties in 100 cities was 16,421 yuan per square meter in June 2024, reflecting a structural increase due to the entry of quality improvement projects [22][34] Fund Dynamics - In the first week of July, 25 new funds are set to be launched, with two REITs, CITIC Construction Mingyang Intelligent New Energy REIT and Huaan Bailian Consumption REIT, expected to be highlights in the market [9][18] - Over 400 billion yuan has flowed into stock ETFs in the first half of the year, indicating a strong interest in this investment vehicle amid market fluctuations [23][35] Capital Flow - On July 1, net inflows into the Shanghai Stock Exchange reached 6.519 billion yuan, with the real estate, electricity, and industrial metals sectors attracting the most capital [30]