Market Overview - The market experienced a decline with the Shanghai Composite Index closing at 2922.45 points, down 0.93%, and the Shenzhen Component Index at 8561.95 points, down 1.54% [2][4] - The ChiNext Index fell by 1.62%, indicating a broad market downturn with over 4800 stocks declining [3][4] - Trading volume in the Shanghai and Shenzhen markets was 582 billion, showing an increase of 7.2 billion compared to the previous trading day, marking the fourth consecutive day below 600 billion [3] Industry Insights - The smart connected vehicle industry is projected to grow significantly, with an expected market value exceeding 700 billion yuan by 2025 and reaching 2.6 trillion yuan by 2030 [28] - The demand for SSD storage is strong, driven by increasing mobile storage capacity and AI semiconductor advancements, which are expected to boost DRAM and NAND Flash growth in 2024 [9][10] - Liquid cooling technology is emerging as a key trend in AI computing, with the liquid cooling data center market in China expected to grow by 53.2% in 2023, reaching a market size of 15.4 billion yuan [29] Stock Performance - Notable stock performances included 中恒电气 (10.02% increase) due to half-year report projections and 液冷超充 technology [34] - 远翔新材 saw a 19.98% increase attributed to organic silicon and micro-disk stocks [34] - 实朴检测 experienced a significant rise of 20.02% related to food safety and groundwater testing [34] Future Events - Upcoming events include the 2024 Neuroscience Development Forum on July 12, the 2024 China International New Energy Storage Development Summit on July 17, and the 2024 World Photon Conference on July 23 [34]
华龙证券华龙内参2024年第123期，总第1682期（电子版）
CHINA DRAGON SECURITIES·2024-07-09 03:30