S.C(SZ:300724) 雪球·2025-08-01 08:25Core Viewpoint - The article discusses the recent fluctuations in the stock market, highlighting the significant drop in the South Korean stock market due to proposed tax increases, while also noting the strong performance of the photovoltaic sector in the Chinese market. Group 1: South Korean Stock Market - On August 1, the South Korean stock market experienced a sharp decline, with the Seoul Composite Index dropping nearly 4%, marking the largest drop since early April [6] - The decline was attributed to the government's plan to increase taxes on corporations and investors, including lowering the capital gains tax threshold and raising corporate tax rates [6][7] - Despite the drop, the index has risen over 30% this year, benefiting from optimistic sentiments surrounding corporate governance reforms [7] - The proposed tax increases have sparked strong backlash from retail investors, leading to a nationwide petition for withdrawal [7] - Samsung Electronics, the largest market cap stock, has seen consecutive declines due to disappointing earnings, raising concerns among foreign institutional investors [7] Group 2: Photovoltaic Sector Performance - In contrast to the overall market decline, the photovoltaic sector in the Chinese stock market saw significant gains, with the photovoltaic equipment sector rising by 2.4% [9] - Notable stocks included Jiejia Weichuang, which hit the daily limit with a 20% increase, and other companies like Haiyou New Materials and Shuangliang Energy also saw substantial gains [12] - The growth in the photovoltaic sector is supported by a recent notice from the Ministry of Industry and Information Technology regarding energy-saving inspections in the polysilicon industry, which is expected to enhance operational efficiency [15]