每日复盘-20250701

Market Performance - On July 1, 2025, A-shares showed mixed performance with the Shanghai Composite Index up by 0.39%, Shenzhen Component Index up by 0.11%, and ChiNext Index down by 0.24%[2] - The total market turnover was 14,658.05 billion CNY, a decrease of 208.32 billion CNY from the previous trading day[2] - A total of 2,664 stocks rose while 2,570 stocks fell across the market[2] Sector and Style Analysis - The top-performing sectors included pharmaceuticals (up 1.74%), banking (up 1.51%), and non-ferrous metals (up 1.51%)[19] - The worst-performing sectors were comprehensive finance (down 2.65%), computer (down 1.28%), and retail (down 0.47%)[19] - In terms of investment style, financials outperformed other styles, with mid-cap value leading large-cap value and small-cap value[19] Capital Flow - On July 1, 2025, the net outflow of main funds was 335.88 billion CNY, with large orders seeing a net outflow of 189.00 billion CNY and small orders continuing to see a net inflow of 294.56 billion CNY[23] - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in trading volume, with changes of -9.78 billion CNY and -17.49 billion CNY respectively[27] Global Market Overview - Major Asia-Pacific indices closed mixed, with the Nikkei 225 down 1.24% and the Australian S&P 200 down 0.01%[31] - European indices generally fell, with the DAX down 0.51% and the FTSE 100 down 0.43%[31] - In contrast, US indices rose, with the Dow Jones up 0.63% and the S&P 500 up 0.52%[31]