双融日报-20250703

Group 1 - The current market sentiment score is 63, indicating a "relatively hot" market condition, which suggests a gradual upward trend supported by recent improvements in market sentiment and policy [5][11]. - The report highlights three key themes: photovoltaic, energy metals, and innovative pharmaceuticals, with specific companies identified for potential investment opportunities [6]. Group 2 - In the photovoltaic sector, leading domestic glass manufacturers plan to collectively reduce production by 30% starting in July, which is expected to improve the supply-demand imbalance and decrease domestic glass production to around 45GW [6]. - In the energy metals sector, the Democratic Republic of Congo has extended a temporary ban on cobalt exports for an additional three months due to high inventory levels, impacting companies like Huayou Cobalt and Tianqi Lithium [6]. - The innovative pharmaceuticals theme is supported by new measures from the National Healthcare Security Administration to enhance the use of medical insurance data in drug development, benefiting companies such as Heng Rui Medicine and BeiDa Pharmaceutical [6].