Core Viewpoint - The market shows a positive trend with the ChiNext Index increasing by 2%, the Shenzhen Component Index rising by 1%, and the Shanghai Composite Index up by 0.44% [1] Market Performance - The gaming and consumer electronics sectors continue to perform well, indicating strong investor interest in these areas [1] - The financial sector, however, is underperforming, suggesting potential challenges or investor caution in this segment [1] Market Statistics - Approximately 3,500 stocks are rising while 1,500 stocks are declining, reflecting a generally bullish market sentiment [1] - There is a net outflow of over 2 billion yuan in principal funds, indicating that while many stocks are rising, there is significant capital leaving the market [1]

Economic Performance - In the first half of the year, the GDP of Jinxik Town is expected to grow by 6% year-on-year [1] - The industrial output value reached 24.18 billion, with a year-on-year increase of 6.7%, ranking second in Kunshan [1] - Total fixed asset investment amounted to 1.79 billion, showing a year-on-year growth of 17.1%, while industrial investment was 1.4 billion, with a significant increase of 32.5%, ranking first and third in Kunshan respectively [1] Industry Development - Jinxik Town is focusing on five major industries: consumer electronics, communication equipment, automotive parts, low-altitude economy, and intelligent manufacturing [1] - Major projects such as the "Jinxiu Living Room · Luxshare Precision Science Park" with an investment of over 6 billion were launched, expected to generate over 20 billion in industrial output and create over 10,000 jobs [1] Innovation and Collaboration - Jinxik Town has established deep cooperation with Nanjing University of Information Science and Technology to create an innovation achievement transformation base [1] - The town added 36 invention patents and 144 utility model patents, and initiated one provincial-level industry-university-research cooperation project [1] Tourism Growth - In the first half of the year, Jinxik Town received 2.15 million tourists, a year-on-year increase of 34% [2] - Total tourism revenue reached 73 million, reflecting a year-on-year growth of 12% [2]

智通财经7月7日电，市场早盘震荡调整，创业板指领跌。沪深两市半日成交额7718亿，较上个交易日缩 量910亿。盘面上热点较为杂乱，个股涨多跌少，全市场超2900只个股上涨。从板块来看，稳定币概念 股集体走强，京北方等多股涨停。电力股维持强势，华银电力等涨停。地产股震荡反弹，渝开发等涨 停。下跌方面，CPO概念股集体调整，中际旭创等跌超4%。板块方面，中船系、稳定币、电力、房地 产等板块涨幅居前，CRO、CPO、消费电子、脑机接口等板块跌幅居前。截至收盘，沪指跌0.21%，深 成指跌0.7%，创业板指跌1.25%。 午评：创业板指半日跌1.25% 稳定币、电力股逆势走强 ...

Core Viewpoint - The ChiNext Index fell over 1%, while the Shanghai Composite Index decreased by 0.2% and the Shenzhen Component Index dropped by 0.59%, indicating a downward trend in the market with over 2900 stocks declining across the Shanghai, Shenzhen, and Beijing exchanges [1] Market Performance - The ChiNext Index experienced a decline of more than 1% [1] - The Shanghai Composite Index saw a decrease of 0.2% [1] - The Shenzhen Component Index fell by 0.59% [1] - More than 2900 stocks in the Shanghai, Shenzhen, and Beijing markets reported declines [1] Sector Performance - Sectors such as CPO, copper cables, high-speed connections, robotics, and consumer electronics were among the hardest hit, showing significant declines [1]

Group 1: AI Industry Insights - The AI theme index (930713) shows mixed performance among its constituent stocks, with Runze Technology (300442) leading with a 4.95% increase, while Fudan Microelectronics (688385) is the biggest loser [1] - The AI ETF (512930) has seen a slight decline of 0.37%, with a latest price of 1.35 yuan, and a trading volume of 35.6 million yuan during the session [1] - The U.S. Department of Commerce has lifted the requirement for semiconductor design software vendors to apply for government licenses to sell products to China, allowing companies like Siemens, Synopsys, and Cadence to resume services in China [1] Group 2: Consumer Electronics Sector - The Consumer Electronics Index (931494) has shown varied performance, with Jingwang Electronics (603228) leading with a 7.36% increase, while Lens Technology (300433) is the biggest loser [3] - The Consumer Electronics ETF (561600) has a latest price of 0.81 yuan, with a net value increase of 23.48% over the past year [3][4] - The trading volume for the Consumer Electronics ETF was 3.54 million yuan, with an average daily trading volume of 12.1 million yuan over the past week [4] Group 3: Online Consumption Trends - The Online Consumption Index (931481) has shown mixed results, with Giant Network (002558) leading with a 7.59% increase, while Alibaba Health (00241) is the biggest loser [6] - The Online Consumption ETF (159793) has a latest price of 0.9 yuan, with a net value increase of 42.80% over the past year [6][14] - The top ten weighted stocks in the Online Consumption Index account for 52.54% of the index, including Tencent Holdings (00700) and Alibaba Group (09988) [14] Group 4: Market Dynamics and Future Outlook - The "hard technology" sector is expected to perform well under the influence of AI, with domestic computing power chips and related infrastructure projected to see rapid growth in 2024 and maintain double-digit growth in Q1 2025 [2] - The valuation system in the technology sector is anticipated to be restructured, particularly in semiconductor manufacturing and design, which are areas of low domestic production [2] - The consumer electronics sector, particularly companies in the Apple supply chain, has seen valuation corrections, but leading companies in PCB and ODM are expected to benefit from AIoT and automotive electronics demand [2]

Market Overview - A-shares experienced a broad rally on July 3, with the ChiNext Index rising 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 [1] - The total trading volume in the Shanghai and Shenzhen markets was 13.336 billion yuan, a decrease of over 700 million yuan from the previous day [1] Innovative Drug Sector - The innovative drug concept saw a resurgence, with stocks like Guangsheng Tang and Shenzhou Cell hitting the 20% limit up, and other companies like Shanghai Yizhong and Hotview Bio rising over 10% [2][4] - 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 guarantee measures [2][4] - The policy aims to enhance the efficiency of innovative drug R&D, accelerate market entry, and improve clinical usage capabilities [4] PCB and Computing Industry - Stocks in the PCB and composite copper foil sectors surged, with Yihua New Materials and Zhongyi Technology both hitting the 20% limit up, and Tongguan Copper Foil rising nearly 14% [5] - The demand for domestic computing continues to improve, with leading companies in optical modules and switches expected to perform well due to the surge in AI demand in North America [5] Consumer Electronics Sector - The consumer electronics sector saw significant gains, with Lens Technology rising over 11% and Industrial Fulian hitting the limit up [6] - Companies like Dongshan Precision and Luxshare Precision also experienced notable increases, with Dongshan Precision rising over 9% and Luxshare Precision up over 5% [6] Trade Policy Impact - The announcement of new tariffs by the U.S. on imports from Vietnam may lead to some orders returning to China, benefiting Chinese OEMs with established supply chains [8] - Companies like Luxshare Precision and GoerTek have achieved 60% local procurement in their Vietnamese factories, allowing them to mitigate some tariff risks through supply chain adjustments [8]

Group 1 - The consumer electronics sector experienced a significant increase on July 3, with the index rising over 4%, reaching a three-month high, and half-day trading volume exceeding the previous day's total [1] - Companies such as Chaoyang Technology and Xinya Electronics saw their stocks hit the daily limit, while others like Shuo Beid and Industrial Fulian also recorded substantial gains [1] - Apple's foldable iPhone has entered the Prototype 1 (P1) development stage as of June, with expectations to complete the prototype process by the end of 2025, leading to a potential market launch in the second half of 2026 [1] Group 2 - In Q1 of this year, China's foldable smartphone shipments reached 2.84 million units, marking a year-on-year growth of 53.1%, indicating a new growth phase in smartphone sales [2] - Galaxy Securities forecasts that the penetration rate of AI smartphones will reach 34% by 2025, while AI PCs are expected to jump from 0.5% in 2024 to 79.7% by 2028 [2] - The second half of the year will focus on three main lines: AI innovation chain, domestic substitution, and cyclical recovery in the industry chain, with optimism about the replacement cycle in traditional consumer electronics driven by AI applications [2]

【导读】创新药概念股再度活跃，电子元器件、商业航天板块多股涨停， 西测测试开盘不到1分钟，"垂直"20%涨停 中国基金报记者李智 一起来看下最新的市场情况及资讯。 7月3日早盘，A股三大指数涨跌不一。截至发稿，沪指跌0.21%，深成指涨0.32%，创业板指涨0.78%。 | 上证指数 | | 深证成指 | 北证50 | | --- | --- | --- | --- | | 3447.61 | | 10445.52 | 1434.79 | | -7.19 | -0.21% | +32.89 +0.32% | -4.37 -0.30% | | 科创50 | | 创业板指 | 万得全A | | 981.94 | | 2140.22 | 5309.65 | | -0.70 | -0.07% | +16.51 +0.78% | +1.88 +0.04% | 板块方面，创新药概念股再度活跃，消费电子概念股强势走高，电子元器件板块多股涨停，而锂电、煤炭、多元金融等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | -- ...

Group 1 - The core focus of Zhuhai Julong Investment Management Co., Ltd. is on private equity fund products, with a commitment to sustainable asset growth for clients [2] - The company has been recognized for its performance in securities management, ranking among the top in Zhuhai for three consecutive years [2] - Julong Investment aims to expand its market reach nationwide, aspiring to become a professional and competitive asset management firm [2] Group 2 - Xidi Micro is a leading player in the consumer electronics sector, specializing in DC/DC chips for smartphones and wearable devices [1] - The company has reported projected revenue of 92.67 million yuan and a shipment value of 541.92 million yuan for its smart vision perception business in 2024 [1] - Xidi Micro collaborates with major brands such as Xiaomi, Vivo, and OPPO, and is involved in automotive electronics and AI glasses sectors [1]

Market Overview - On June 27, the A-share market exhibited structural differentiation, with the Shanghai Composite Index down by 0.70%, while the Shenzhen Component Index and the ChiNext Index rose by 0.34% and 0.47% respectively [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 1.58 trillion yuan, with over 3,400 stocks rising and 54 stocks hitting the daily limit [2] Sector Performance - The electronic, non-ferrous metals, and textile sectors attracted significant capital, with Tesla supply chain and military protection stocks showing particularly active performance [2] - In the electronic sector, nine stocks hit the daily limit, with notable inflows into Huaten Technology and Shenzhen Huqiang, which saw net inflows of 5.82 billion yuan and 6.40 billion yuan respectively [2] Non-Ferrous Metals - North Copper achieved a four-day limit increase, closing at 10.31 yuan with a net inflow of 2.57 billion yuan [3] - The sector saw a collective rise in small metal varieties such as zinc, tin, and molybdenum, driven by interest in Tesla's new electric vehicle concepts [3] Military and Defense - The defense sector saw significant activity, with Inner Mongolia First Machinery Group receiving a large net buy of 4.8 billion yuan, while Jihua Group also hit the daily limit [4] - The military protection theme ranked among the top gainers, supported by recent advancements in new equipment development by military enterprises [4] Communication Equipment - The communication equipment sector experienced a net inflow of 12.80 billion yuan, with Hengbao Co. hitting the daily limit at 19.15 yuan and a turnover rate of 54.38% [5] - The sector's activity is linked to the accelerated rollout of 5G-A networks by operators, indicating a potential for valuation recovery in related industries [5] Capital Flow Insights - The main sectors attracting capital included electronic components, communication equipment, and small metals, with net inflows of 19.26 billion yuan, 12.80 billion yuan, and 5.47 billion yuan respectively [5] - As the semi-annual report disclosure period approaches, sectors with strong earnings certainty, such as technology and high-end manufacturing, are likely to continue attracting investment [5]