GUOYUAN SECURITIES(SZ:000728) Guoyuan Securities·2025-06-30 15:21Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - On June 30, 2025, the three major indices collectively rose, with gaming stocks experiencing significant gains. The Shanghai Composite Index increased by 0.59%, the Shenzhen Component Index rose by 0.83%, and the ChiNext Index climbed by 1.35%. The total market turnover was 1,486.637 billion yuan, a decrease of 54.299 billion yuan from the previous trading day. A total of 4,109 stocks rose while 1,143 stocks fell [3][14] Market Performance - The market saw a general upward trend across 30 major sectors, with notable performances in defense and military (4.60%), media (2.81%), and comprehensive finance (2.04%). Conversely, the banking sector (-0.33%), non-bank financials (-0.17%), and transportation (-0.13%) lagged behind [19] - The market style ranking by performance was: Growth > Consumption > Cyclical > Stable > 0 > Financial [19] Fund Flow Performance - On June 30, 2025, the main funds experienced a net outflow of 2.065 billion yuan, with large orders seeing a net outflow of 5.242 billion yuan and medium orders a net outflow of 5.046 billion yuan. However, small orders continued to see a net inflow of 6.599 billion yuan [4][23] - Southbound funds recorded a net inflow of 5.219 billion HKD, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 2.393 billion HKD and the Shenzhen-Hong Kong Stock Connect a net inflow of 2.826 billion HKD [5][25] ETF Fund Flow - On June 30, 2025, most ETFs, including the Shanghai 50 ETF and the CSI 300 ETF, saw an increase in trading volume compared to the previous trading day. The trading volumes for various ETFs were as follows: 2.211 billion yuan for the Shanghai 50 ETF, 4.300 billion yuan for the CSI 300 ETF, and 1.470 billion yuan for the CSI 1000 ETF [4][28] Global Market Performance - On June 30, 2025, major Asia-Pacific indices closed mixed, with the Hang Seng Index down 0.87% and the Nikkei 225 Index up 0.84%. European indices generally rose, with the DAX Index increasing by 1.62%. In the US, major indices also saw gains, with the Dow Jones Industrial Average up 1.00% [5][32]