万联证券万联晨会

Market Overview - The A-share market saw a collective decline in the three major indices on Wednesday, with the Shanghai Composite Index falling by 0.49% to 2,982.38 points, the Shenzhen Component Index down by 0.59%, and the ChiNext Index decreasing by 0.29% [11][13] - The total trading volume in the A-share market was 580.3 billion RMB, continuing a trend of shrinking trading volume, with northbound funds experiencing a net sell-off of 1.403 billion RMB [11][13] - Over 3,500 stocks in the A-share market declined, while the retail trade sector led the gains among industries, and the computer sector saw the largest losses [11][13] Important News - The Ministry of Industry and Information Technology and four other departments announced a list of 20 cities as pilot cities for the "vehicle-road-cloud integration" application for intelligent connected vehicles, including major cities like Beijing, Shanghai, and Guangzhou [11][13] - Preliminary statistics from the China Passenger Car Association indicated that retail sales of passenger cars in June 2023 were 1.755 million units, a year-on-year decrease of 8% but a month-on-month increase of 2%. Cumulatively, retail sales for the year reached 9.828 million units, up 3% year-on-year [11][13] - In the new energy vehicle market, retail sales in June reached 864,000 units, a year-on-year increase of 30%, while cumulative retail sales for the year were 4.119 million units, up 33% year-on-year [11][13]