第一财经·2025-07-08 04:23Market Performance - As of midday, the Shanghai Composite Index rose by 0.58%, the Shenzhen Component Index increased by 1.27%, and the ChiNext Index climbed by 2.25%, with over 3,900 stocks in the market experiencing gains [1]. Sector Performance - The photovoltaic equipment, BC battery, PCB, and energy metal sectors showed the highest gains, while the insurance and agriculture sectors weakened [2]. Capital Flow - Major funds saw a net inflow into the electronics, power equipment, and computer sectors, while there was a net outflow from the banking, public utilities, and transportation sectors [3]. Individual Stock Performance - Specific stocks such as Industrial Fulian, Sungrow Power Supply, and Shenghong Technology experienced net inflows of 2.785 billion, 1.495 billion, and 1.036 billion respectively [4]. - Conversely, stocks like Changjiang Electric Power, Hanyu Pharmaceutical, and Jingbeifang faced net outflows of 393 million, 228 million, and 223 million respectively [5]. Institutional Insights - According to Jin Jun, Investment Director at Qianhai Bourbon Fund, the market has shown resilience since the rally began on June 23, with expectations for the index to challenge 3,674 points in the second half of the year despite facing resistance at the previous high of 3,496 [7]. - Dong Tian from Zhongtai Securities noted that the index is facing significant pressure and suggested focusing on industries with longer cycles and those that have released earnings forecasts to gauge overall industry conditions [7].