市场日报：申万一级行业集体上涨 两市量能再破两万亿

Market Performance - The major indices experienced a significant increase, with the Shanghai Composite Index rising by 2.32% to close at 3386.99 points, the Shenzhen Component Index increasing by 3.22% to 11006.94 points, and the ChiNext Index surging by 4.75% to 2289.84 points [1][3] - The total trading volume in both markets exceeded 2 trillion yuan, indicating strong market activity [1][4] Sector Performance - All sectors showed collective gains, with notable leadership from the defense and military, computer, and non-bank financial sectors [1][6] - The defense and military sector saw a rise of 6.33%, while the computer sector increased by 5.60%, and non-bank financials rose by 4.97% [9] Policy Developments - Recent policy adjustments across multiple provinces have shifted focus from the scale and number of listed companies to promoting mergers and acquisitions, enhancing corporate governance, and mitigating risks, aiming for high-quality regional industrial development [2] - The Science and Technology Innovation Board (STAR Market) celebrated its sixth anniversary, having raised over 1 trillion yuan in direct financing, with 577 companies listed, all belonging to strategic emerging industries [2] Fund Flow and Market Environment - The launch of the second batch of the CSI A500 ETF is expected to attract more capital into the market, supported by an improving institutional environment for long-term investments [2] - The market is witnessing a trend of increasing long-term capital inflow, particularly from insurance funds, as the environment for investment continues to improve [2]