国新证券每日晨报-20250707

Domestic Market Overview - The market experienced a mixed performance with the Shanghai Composite Index closing at 3472.32 points, up by 0.32%, while the Shenzhen Component Index closed at 10508.76 points, down by 0.25% [1][3][7] - Among the 30 sectors tracked, 13 sectors saw gains, with banking, comprehensive finance, and media leading the increases, while non-ferrous metals, basic chemicals, and light manufacturing faced significant declines [1][3][7] - The total trading volume for the entire A-share market reached 145.45 billion yuan, showing an increase compared to the previous day [1][3][7] News Highlights - The Shenzhen government announced a 5 billion yuan policy to support the semiconductor and integrated circuit industry, aiming for breakthroughs across the entire industry chain [12][15][16] - The Ministry of Finance implemented measures affecting government procurement of certain medical devices imported from the EU, requiring that non-EU products cannot exceed 50% of the total contract amount for projects over 45 million yuan [12][13] - U.S. Treasury Secretary stated that trade negotiations have reached a stalemate, with significant announcements expected in the coming days [12][17][18] Market Drivers - The U.S. government plans to set new unilateral tariff rates, which may range from 10% to 70%, starting August 1 [8] - The integrated circuit industry in Shenzhen reached a scale of 142.4 billion yuan in the first half of 2025, marking a year-on-year growth of 16.9% [15][16] - Global manufacturing PMI rose to 49.5% in June, indicating a slight recovery in the global economy [20]