每日市场观察

Group 1 - The 15th Dairy Industry Conference was held from July 3 to 5, where the China Dairy Association released guidelines for technological innovation and digital development in the dairy industry, aiming to establish a foundational support system by 2030 [2] - The Deputy Minister of Agriculture and Rural Affairs highlighted the significant growth in domestic milk production and quality, but noted the current challenges in the dairy industry, including insufficient integration of the supply chain and a need for better supply-demand matching [2] - Recommendations include strengthening milk source base construction, implementing relief policies, enhancing quality feed supply, and encouraging dairy companies to increase their own milk source ratio [2] Group 2 - On July 5, the main funds showed a net outflow of 1.12 billion CNY from the Shanghai Stock Exchange, while the Shenzhen Stock Exchange saw a net inflow of 719 million CNY, with industrial metals, precious metals, and chemical pharmaceuticals being the top sectors for fund inflows [3] - The market showed signs of differentiation, with the Shanghai Composite Index declining while the Shenzhen Component and ChiNext Index rose, indicating a shift in market dynamics towards technology and healthcare sectors [4] - The total trading volume on July 5 was 574.8 billion CNY, a decrease of 8.3 billion CNY from the previous trading day, reflecting a cautious market sentiment [4] Group 3 - The Ministry of Industry and Information Technology emphasized a forward-looking deployment for future industry development, focusing on six key areas: future manufacturing, information, materials, energy, space, and health [5] - The central bank confirmed the signing of bond borrowing agreements with several major financial institutions, allowing for the borrowing of several hundred billion CNY in medium to long-term government bonds, showcasing flexibility in monetary policy tools [8][9] - The establishment of a 30 billion CNY special fund for revitalizing state-owned enterprise land assets aims to enhance resource allocation efficiency and support the revitalization of existing land and buildings [19]