英大证券金点策略晨报—每日报告

Market Overview - The market is experiencing narrow fluctuations with insufficient trading volume as the main reason [6][8] - Since May, there has been no clear main line in the market, with core assets performing slightly better [6] - The overall sentiment is average, and the profit-making effect is weak, leading to increased selling pressure in the next phase [7] Sector Performance - The photovoltaic battery sector led the market gains, with significant increases in new energy stocks such as photovoltaic equipment, batteries, and energy metals [7] - The report highlights that the Chinese government may invest approximately 6 billion yuan in solid-state battery research, marking an unprecedented initiative in the industry [7] - The non-ferrous metals sector has shown strong performance due to rising prices in black and non-ferrous metals, driven by global manufacturing recovery and domestic economic policies [7] Future Market Outlook - The report suggests that the market's short-term adjustments will not affect the mid-term upward trend, with expectations of economic improvement as real estate policies are released [8] - Investors are advised to focus on core assets during dips and avoid speculative stocks [8] - The report anticipates a potential rebound in the new energy sector, although individual stock differentiation is expected [7][8]