BOCIC(SH:601696) 证券时报·2025-07-10 09:48Core Viewpoint - A-shares continued to rise, with the Shanghai Composite Index surpassing 3500 points, driven by strong performances in the financial and real estate sectors, while over 2900 stocks closed in the green [2] Financial Sector - The financial sector saw significant gains, with major banks and brokerages collectively rising. Notably, China Merchants Bank and Agricultural Bank of China reached new highs [8][5] - China Merchants Bank rose over 5%, while Industrial and Commercial Bank of China and Agricultural Bank of China increased nearly 3% and 2%, respectively [8] - The brokerage sector also performed well, with China Merchants Securities hitting the daily limit, and several other brokerages like Hongta Securities and Northeast Securities seeing gains of over 6% and nearly 3% [5][4] Real Estate Sector - The real estate sector experienced a strong rally, with several stocks hitting their daily limits, including DeBi Group and Zhejiang Dongri, which rose over 10% [9][10] - The Ministry of Housing and Urban-Rural Development emphasized the importance of stabilizing the real estate market and implementing effective policies to promote healthy development [11] Innovative Drug Concept - The innovative drug sector saw renewed activity, with stocks like Saili Medical and Kangchen Pharmaceutical hitting their daily limits [2] Organic Silicon Concept - The organic silicon sector surged, with companies like Silicon Treasure Technology rising over 18% and several others hitting their daily limits [13] - Recent price increases in silicon wafers, with rises between 8% and 11.7%, are expected to improve the performance of silicon wafer manufacturers [14] Hong Kong Market - In the Hong Kong market, several financial stocks saw significant gains, including China International Capital Corporation and Guotai Junan International, which rose over 10% [3][7] - The People's Bank of China and the Hong Kong Monetary Authority announced measures to enhance the Bond Connect program, expanding the range of domestic investors eligible to invest in offshore bond markets [7]