宏信证券一周市场回顾（2025.06.30—2025.07.04）

Market Performance - The Shanghai Composite Index rose by 1.40%, closing at 3472.32 points[5] - The Shenzhen Component Index increased by 1.25%, closing at 10508.76 points[5] - The ChiNext Index gained 1.50%, closing at 2156.23 points[5] Sector Performance - The steel sector led with a growth of 5.06%[12] - The construction materials sector followed with a 3.96% increase[12] - The banking sector rose by 3.77%[12] - The pharmaceutical and biological sector increased by 3.64%[12] - The computer sector experienced a decline of 1.28%[12] Margin Trading - The total margin trading balance reached 18529.27 billion yuan, up by 0.73% from the previous week[15] - Margin trading balance accounted for 2.25% of the A-share market's circulating market value, down by 0.70%[15] - The total margin trading transaction volume was 6534.33 billion yuan, down by 6.98%[16] Market Breakdown - As of July 4, the margin trading balances for the Shanghai, Shenzhen, and Beijing exchanges were 9348.08 billion yuan, 9122.53 billion yuan, and 58.65 billion yuan, respectively[19] - The top five sectors with increased margin trading balances included chemicals (1.85 billion yuan) and telecommunications (1.57 billion yuan)[22]