每日市场观察-20250612

Market Performance - On June 11, the Shanghai Composite Index rose by 0.52%, the Shenzhen Component Index increased by 0.83%, and the ChiNext Index gained 1.21%[3] - The total trading volume on June 11 was 1.29 trillion CNY, a decrease of approximately 160 billion CNY from the previous trading day[1] Sector Analysis - Key sectors that performed well included non-ferrous metals, agriculture, non-bank financials, and automobiles, while pharmaceuticals and telecommunications saw slight declines[1] - The automotive sector saw a significant boost as multiple companies committed to a payment term of no more than 60 days, with over 10 companies making similar commitments[5] Economic Indicators - From January to May, China's automobile sales reached 12.748 million units, with new energy vehicles accounting for 44% of total sales, reflecting a year-on-year growth of 10.9%[7] - The global wearable device market saw a year-on-year growth of 10.5% in Q1 2025, with China’s market growing by 37.6%[8][9] Fund Dynamics - Over 60% of actively managed equity funds have recovered to levels seen two months prior, with a notable performance from funds focused on innovative pharmaceuticals and AI sectors[11] - The largest ETF in the market, Huatai-PB CSI 300 ETF, announced a cash dividend of 0.880 CNY per share, with total dividends expected to exceed 8 billion CNY[13] Market Sentiment - Positive sentiment in the market was driven by optimistic developments in US-China trade negotiations, which are expected to reduce previous negative impacts on the market[1] - The stability of the market indices suggests a potential for further strength in the upcoming periods[1]