华龙证券华龙内参2024年第131期，总第1690期（电子版）

Market Analysis - The market is experiencing a rebound, with major indices such as the Shanghai Composite Index and Shenzhen Component Index showing positive trends, recording gains of 0.48% and 0.5% respectively [14][16]. - The semiconductor sector is particularly active, with the photolithography machine segment leading the gains [1][2]. - Key stocks such as China Mobile and Yangtze Power have reached historical highs, indicating strong performance in heavyweight stocks [1]. Sector Performance - The photolithography machine, rail transit equipment, industrial mother machine, and ride-hailing sectors are among the top gainers, while consumer electronics, copper cable high-speed connections, and PCB sectors are facing declines [2][15]. - The advanced packaging market is projected to grow significantly, driven by strong demand from mobile, consumer electronics, telecommunications, and automotive sectors, with a compound annual growth rate (CAGR) of 10.7% expected from 2023 to 2029 [6]. Financing and Investment Trends - As of July 17, the financing balance on the Shanghai Stock Exchange was reported at 746.642 billion yuan, a decrease of 24.19 billion yuan from the previous trading day, while the Shenzhen Stock Exchange's financing balance was 673.38 billion yuan, down by 26.51 billion yuan [4]. - Major companies in the advanced packaging field, including TSMC, Intel, and Samsung, are expected to invest approximately 11.5 billion USD in 2024 [6]. Key News Highlights - The sixth-generation Baidu Apollo autonomous vehicle is set for large-scale deployment, featuring advanced solid-state LiDAR technology, which is expected to drive growth in the laser radar market [20]. - The domestic fuel cell heavy truck registration volume increased by 38% year-on-year in the first half of 2024, indicating a growing market for fuel cell vehicles [20]. Stock Performance - Notable stocks that reached their daily limit include Tianmai Technology, which surged by 19.99% due to its involvement in ride-hailing and smart public transport [21]. - Other stocks such as Weiao Co. and Huadong CNC also saw significant gains, attributed to their respective sectors of rail transit and industrial machinery [21].