证券时报·2025-07-03 09:11Market Overview - A-shares experienced a broad rise on July 3, with the ChiNext Index surging nearly 2%, while Hong Kong stocks faced downward pressure, with the Hang Seng Index and Hang Seng Tech Index both dropping over 1% [1] - The Shanghai Composite Index closed up 0.18% at 3461.15 points, the Shenzhen Component Index rose 1.17% to 10534.58 points, and the ChiNext Index increased by 1.9% to 2164.09 points, with total trading volume in the Shanghai and Shenzhen markets reaching 133.36 billion yuan, a decrease of over 70 billion yuan from the previous day [1] Innovation Drug Sector - The innovative drug concept saw a resurgence, with stocks like Guangsheng Tang and Shenzhou Cell hitting the 20% limit up, while companies like Shanghai Yizhong and Hot景 Biotech rose over 10% [3][4] - On July 1, the National Healthcare Security Administration and the National Health Commission released measures to support the high-quality development of innovative drugs, focusing on R&D support, insurance directory, clinical application, multi-payment, and security measures [6] - Citic Securities indicated that the policy reflects the government's commitment to supporting the entire chain of innovative drug development, enhancing market space for innovative drugs [5][6] Computing Power Industry - Stocks in the computing power supply chain, including PCB and composite copper foil, saw collective gains, with Yihua New Materials and Zhongyi Technology both hitting the 20% limit up, and Tongguan Copper Foil rising nearly 14% [8][9] - The domestic demand for computing power continues to improve, with leading companies in optical modules and switches expected to perform well [10] Consumer Electronics Sector - The consumer electronics sector gained momentum, with Lens Technology rising over 11%, and Industrial Fulian hitting the limit up, while Dongshan Precision increased by over 9% [12][13] - Reports suggest that the recent U.S. tariffs on Vietnamese imports may lead to some orders returning to China, benefiting Chinese OEMs with established supply chains [14]