每日市场观察-20250711

Market Overview - Major market indices rose on July 10, with a trading volume of 1.52 trillion, a slight decrease of approximately 10 billion from the previous trading day[1] - The financial sector significantly contributed to the index's rise, despite nearly half of the industries experiencing minor declines[1] - The Shanghai Composite Index closed up 0.48%, returning above 3500 points, while the Shenzhen Component and ChiNext Index rose by 0.47% and 0.22%, respectively[3] Sector Performance - Real estate, oil, steel, and finance sectors led the gains, while automotive, media, and military industries saw slight declines[1] - The photovoltaic sector showed signs of recovery from low levels, indicating potential upward momentum[2] Capital Flow - On July 10, net inflows into the Shanghai Stock Exchange reached 21.276 billion, while the Shenzhen Stock Exchange saw net inflows of 9.779 billion[3] - The top three sectors for capital inflow were securities, real estate development, and chemical pharmaceuticals, while components, gaming, and automotive parts faced the largest outflows[3] Economic Indicators - The National Bureau of Statistics reported that summer grain production reached 299.48 billion jin, a decrease of 3.1 billion jin from the previous year, with wheat production at 276.32 billion jin, down 3.3 billion jin[10] - In June, the domestic sales of new energy vehicles accounted for 48.6% of total vehicle sales, with new energy passenger vehicles at 51.8% and commercial vehicles at 25.2%[9] Fund Performance - Over 2000 private equity funds reached new net asset value highs in June, with over 90% of large-scale private equity funds achieving positive returns[11] - The number of billion-yuan quantitative private equity funds increased to 41, surpassing the number of subjective private equity funds for the first time[12]