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Guoyuan Securities·2025-07-02 14:15

Market Performance - On July 2, 2025, A-shares experienced a decline, with the ChiNext Index dropping by 1.13%[2] - The Shanghai Composite Index fell by 0.09%, and the Shenzhen Component Index decreased by 0.61%[2] - The total market turnover was 13,767.27 billion yuan, a decrease of 890.78 billion yuan from the previous trading day[2] Stock Movement - Out of 5,296 stocks, 1,973 rose while 3,323 fell[2] - The best-performing sectors included steel (up 3.30%), coal (up 1.93%), and building materials (up 1.45%)[2] - The worst-performing sectors were comprehensive finance (down 3.92%), defense and military (down 2.12%), and electronics (down 1.91%)[2] Capital Flow - On July 2, 2025, the net outflow of main funds was 440.86 billion yuan, with large orders contributing to a net outflow of 235.11 billion yuan[3] - Small orders saw a continuous net inflow of 378.00 billion yuan[3] - Major ETFs like the Huaxia Shanghai 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in trading volume, with changes of -0.69 billion yuan and -4.82 billion yuan respectively[3] Global Market Trends - On July 2, 2025, the Hang Seng Index rose by 0.62%, while the Nikkei 225 fell by 0.56%[4] - The Dow Jones Industrial Average increased by 0.91%, while the S&P 500 and Nasdaq Composite saw declines of 0.11% and 0.82% respectively[4] Risk Advisory - The report emphasizes that the data presented is for reference only and does not constitute investment advice[5]