市场复盘：市场放量大涨，消费风格领涨

Market Overview - On July 31, 2024, the market experienced a significant increase, with the Shanghai Composite Index rising by 2.06%, the Shenzhen Component Index by 3.37%, and the ChiNext Index by 3.51. The total market turnover reached 908.066 billion yuan, an increase of 304.561 billion yuan compared to the previous trading day. A total of 5,048 stocks rose while 254 stocks fell [2][12]. Market Style and Sector Performance - All market styles saw a general increase, with cyclical, consumer, financial, and growth styles rising significantly, while stable styles experienced a slight decline. The non-fund heavy stock index outperformed the fund heavy stock index, and the growth style outperformed the value style. Small and mid-cap stocks also outperformed large-cap stocks [2][17]. - Among the 30 first-level industries of CITIC, all showed an upward trend. The top-performing sectors included consumer services (5.26%), comprehensive finance (5.06%), and pharmaceuticals (4.66%). Conversely, the banking sector (-0.29%), electric power and public utilities (-0.25%), and construction (0.89%) lagged behind [2][17]. Fund Flow Performance - On July 31, 2024, the main funds saw a net inflow of 16.652 billion yuan, with large orders contributing 12.896 billion yuan and small orders continuing to see a net outflow of 0.598 billion yuan. Northbound funds also experienced a significant net inflow of 19.580 billion yuan, with the Shanghai Stock Connect contributing 11.363 billion yuan and the Shenzhen Stock Connect 8.217 billion yuan [20][21]. ETF Fund Flow Performance - On July 31, 2024, most ETFs, including the Shanghai 50, CSI 300, CSI 500, and CSI 1000, saw an increase in trading volume compared to the previous trading day. The trading volumes for various ETFs were as follows: 2.485 billion yuan for the Shanghai 50 ETF, 5.353 billion yuan for the CSI 300 ETF, and 2.878 billion yuan for the CSI 1000 ETF, with notable changes in trading volumes [3][24]. Global Market Performance - On July 30, 2024, European stock indices showed mixed results, with Germany's DAX rising by 0.49% and the UK's FTSE 100 declining by 0.22%. In the U.S., the Dow Jones Industrial Average increased by 0.50%, while the S&P 500 and Nasdaq Composite fell by 0.50% and 1.28%, respectively. Asian markets generally rose on July 31, with the Hang Seng Index up by 2.01% and the Nikkei 225 by 1.49% [25][26].