Market Overview - A-shares experienced a collective rise with the Shanghai Composite Index up by 0.18%, Shenzhen Component Index up by 1.17%, and ChiNext Index up by 1.90% as of the market close on July 3 [1][2]. Sector Performance - Strong performance was noted in sectors such as recombinant proteins, innovative pharmaceuticals, PCB, and solid-state batteries, while coal, deep-sea technology, nuclear power, and photolithography sectors saw adjustments [4]. - The solid-state battery sector saw significant gains, with companies like Dazhongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit [5]. - PCB concept stocks collectively surged, with eight stocks including Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji reaching the daily limit [6]. Individual Stock Highlights - Notable stock performances included: - Yihau New Materials (+20.00% to 32.64) - Zhongyi Technology (+19.99% to 23.89) - Tongguan Copper Foil (+13.67% to 13.80) - Bomin Electronics (+10.04% to 10.41) - Fangzheng Technology (+10.04% to 5.59) - Jin'an Guoji (+10.03% to 10.31) - Zhongjing Electronics (+10.01% to 15.60) [7]. Capital Flow - Main capital inflows were observed in the electronics, pharmaceutical biology, and communication sectors, while outflows were noted in non-ferrous metals, basic chemicals, and banking sectors [8]. - Specific stock inflows included: - Industrial Fulian with a net inflow of 1.773 billion - Ningde Times with 1.319 billion - Luxshare Precision with 745 million [9]. - Notable outflows included: - Yuyin Co. with a net outflow of 748 million - Shanzigao Technology with 457 million - Yaxing Anchor Chain with 386 million [10]. Institutional Insights - Galaxy Securities indicated that the market is consolidating around the 5-day moving average, suggesting patience in waiting for variables [12]. - CITIC Construction noted that the market is maintaining a volatile state with signs of high-low switching amid thematic rotations [13]. - Everbright Securities mentioned that the market is using time to digest divergences above the 3400 level [14].
超3200只个股上涨
第一财经·2025-07-03 07:37