Market Performance - On August 1, 2025, the Shanghai Composite Index closed at 3,559.95 points, down 0.37%[1] - The Shenzhen Component Index closed at 11,991.32 points, down 0.17%[1] - The ChiNext Index closed at 2,322.63 points, down 0.24%[1] - Total trading volume in both markets fell below 1.6 trillion yuan, reaching 15,983.51 million yuan[1][3] Sector Performance - The top-performing sectors included Environmental Protection (+0.88%), Media (+0.82%), and Light Industry Manufacturing (+0.65%) while the worst performers were Oil & Petrochemicals (-1.79%), National Defense & Military Industry (-1.47%), and Steel (-1.26%)[6] - The number of stocks that rose was 3,307, while 1,909 stocks fell, indicating a 60.36% rise ratio[3] Policy Impact - President Trump signed an executive order on July 31, 2025, raising tariffs on various goods, with a minimum of 10% on all imports and up to 41% on specific countries[2] - Canada’s tariffs were raised to 35%, while Japan, South Korea, and New Zealand faced a 15% increase[2] Risk Factors - The report highlights potential risks from international market fluctuations due to the new tariff policies, which could impact trade relations and market stability[2]
三大指数再度冲高回落，美联储最新关税政策来袭
Datong Securities·2025-08-04 05:29