格林大华期货早盘提示-20250730

Report Industry Investment Rating - Not mentioned in the report Core Viewpoints - The market is expected to evolve into a trend - upward market as anti - involution boosts listed companies' performance, and the inflow of funds is likely to accelerate in the future. Commodity prices are optimistic in the medium - term [2] Summary by Relevant Catalogs Market Review - On Tuesday, major indices first declined and then rose, closing slightly higher, with the science - innovation style leading the market. The trading volume of the two markets was 1.80 trillion yuan, showing a slight increase. The CSI 1000 index closed at 6773 points, up 43 points or 0.65%; the CSI 500 index closed at 6356 points, up 32 points or 0.52%; the SSE 50 index closed at 2808 points, up 5 points or 0.21%; the SSE 300 index closed at 4152 points, up 16 points or 0.39%. In the industry and theme ETFs, the top gainers were the Innovent Biologics ETF Tianhong, Communication Equipment ETF, ChiNext Artificial Intelligence ETF Huaxia, Biopharmaceutical ETF, and Communication ETF, while the top losers were the Bank ETF, Aquaculture ETF, and Film and Television ETF. Among the sector indices of the two markets, the top gainers were the medical service, communication equipment, CXO concept, sports, and general steel indices, and the top losers were the aquaculture, small and medium - sized banks, insurance, grain concept, and white goods indices. The CSI 1000, SSE 300, and CSI 500 index futures saw net outflows of 19, 9, and 7 billion yuan respectively [1] Important Information - The national parenting subsidy system implementation plan was announced. From January 1, 2025, families with one - child, two - child, or three - child can receive an annual subsidy of 3600 yuan until the child reaches 3 years old [1] - Recently, multiple departments held economic situation seminars, mid - year work meetings, or relevant press conferences, revealing future work priorities. The policy focus in the second half of the year is on expanding domestic demand, "anti - involution", and stabilizing the property and stock markets [1][2] - The National Industry and Information Technology Department held a symposium for responsible comrades, deploying key tasks for the next stage, including implementing a new round of ten key industries' stable - growth actions, formulating action plans to enhance the adaptability of consumer goods supply and demand to boost consumption, and promoting the in - depth integration of informatization and industrialization [1][2] - The "Artificial Intelligence + Manufacturing" action will be further promoted, with efforts to strengthen the research on the underlying technology and application in key scenarios. The application of the industrial Internet will be deepened in a hierarchical and classified manner to cultivate a number of industrial intelligent agents [1] - At the closing ceremony of the Shanghai Artificial Intelligence Conference, a number of major projects were signed, covering fields such as intelligent driving, embodied intelligence, and robots. A total of 31 projects were signed, with an investment of over 15 billion yuan [1] - The chief economist of the China Institute for the Development Strategy of New - Generation Artificial Intelligence believes that artificial intelligence is reshaping the underlying logic of economic growth. China's advantages in AI scenario application and technological innovation are gradually transforming into industrial competitiveness [1] - Goldman Sachs predicts that by 2030, the Chinese RoboTaxi market will reach 14 billion US dollars, with a fleet size of about 535,000 vehicles [2] - After the Asian Infrastructure Investment Bank, Morgan Stanley and the Hungarian government successfully issued panda bonds in the Chinese inter - bank market. As of July 28, 2025, the issuance scale of panda bonds in the inter - bank market this year was 111.2 billion yuan [2] - Oil traders expect OPEC+ to finalize a new round of significant production increases this weekend, further restoring the group's suspended production capacity. Most traders and analysts predict that Saudi Arabia and its partners will approve an additional production increase of 548,000 barrels per day in September at the video conference on August 3 [2] - EU officials clarified that since the 600 - billion - dollar investment in the US will come entirely from private - sector investment, the European Commission has no jurisdiction and cannot guarantee the achievement of the investment target [2] Market Logic - On Tuesday, major indices first declined and then rose, showing strong performance and closing slightly higher. The policy focus in the second half of the year is clear. The regulatory authorities have included index funds in personal pension products, and many index funds have recently added Y - shares. The continuous expansion of the personal pension product portfolio provides more choices for investors and injects long - term stable funds into the capital market [2] Future Outlook - On Tuesday, major indices first declined and then rose, showing strong performance and closing slightly higher. The symposium of the National Industry and Information Technology Department deployed key tasks for the next stage. The market has seen a widespread inflow of institutional funds, and with the accumulation of profit - making effects, the inflow of retail investors is accelerating. The market is gradually reaching a consensus that China has unique and attractive investment opportunities, especially those related to the developing technology ecosystem. The re - allocation of global financial assets away from the US is expected to accelerate the inflow of international funds into A - shares. The anti - involution will boost the performance of listed companies, and the market is expected to evolve into a trending upward market. The wealth effect of the stock market is emerging, and the inflow of funds is expected to accelerate. Commodity prices generally rebounded on Tuesday, and the sharp decline on Monday was a correction in the bull market, with an optimistic medium - term outlook [2] Trading Strategy - For futures trading, anti - involution boosts the performance of listed companies, and the market is evolving into a capital - driven upward trend. The wealth effect of the stock market is emerging, and growth - style stock index futures have stronger offensive capabilities [2] - For option trading, as the market evolves into a trending upward market, investors should buy out - of - the - money long - term index call options [2]