| 涨幅榜 | 资金净流入 | ５日涨幅ｵ | | --- | --- | --- | | 电工电网 | 汽车 | 贵金属 | | +3.15% | +2.78% | +2.529 | | 酒菜 | 生物科技 | 软饮料 | | +2.48% | +2.33% | +2.179 | | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3857.93 | 12696.15 | 1574.2 | | +14.33 +0.37% +124.78 +0.99% +19.82 +1 | | | | 科创20 | 创业板指 | 万得全, | | 1341.31 | 2890.13 | 6175.7 | | -23.29 -1.71% +62.95 +2.23% +22.75 +0 | | | | 沪深300 | 中证500 | 中证A5( | | 4496.76 | 7043.94 | 5372.7 | | +32.98 +0.74% +32.78 +0.47% +44.88 +0 | | | | 中证1000 | 中证2000 | 中证红 | | 7438.68 | 3101.54 ...

Macro Dynamics - The 11th batch of national organized drug procurement has been initiated, with 55 varieties selected for procurement. The procurement will focus on mature "old drugs" that have been on the market for many years and have expired patent protection, excluding innovative drugs [1] - The National Development and Reform Commission announced a reduction in domestic gasoline and diesel prices by 130 yuan and 125 yuan per ton, respectively, effective from July 15, resulting in a savings of 5 yuan for filling a 50-liter tank [2] - China has become the world's largest producer and consumer of the chemical industry, with the fine chemical sector accounting for 50% of the global market share [3] - A large-scale vocational skills training initiative will be launched from 2025 to 2027, targeting 30 million participants to enhance skills in manufacturing and service sectors [4] - The People's Bank of China conducted a 14 billion yuan reverse repurchase operation to maintain liquidity in the banking system, marking the second consecutive month of increased operations [5] - The Ministry of Industry and Information Technology is drafting mandatory national standards for mobile power supplies, including stricter technical requirements for safety [6] Financial Institutions - China Life Insurance Co., a shareholder of Hangzhou Bank, plans to reduce its stake by up to 0.7% [7][8] - China Galaxy Securities expects a net profit growth of 45% to 55% year-on-year for the first half of 2025, with profits projected between 6.362 billion and 6.801 billion yuan [9] Market Data - The Shanghai Composite Index fell by 0.42%, while the ChiNext Index rose by 1.73%, with significant gains in CPO concept stocks and real estate sector [11] - The total margin balance in the two markets increased by 9.729 billion yuan, with the Shanghai Stock Exchange reporting a balance of 942.837 billion yuan and the Shenzhen Stock Exchange 923.574 billion yuan [12][13] - The Hong Kong Hang Seng Technology Index rose by 2.8%, with notable increases in stocks like Alibaba and Meituan [14] Company Dynamics - Pop Mart anticipates a revenue increase of no less than 200% and a profit growth of no less than 350% for the first half of 2025 compared to the same period last year [15] - Two real estate companies were investigated for tax evasion, with one owing over 100 million yuan in taxes [16] - Airbus has officially started cooperation with AVIC Xi'an Aircraft Industry Group in Tianjin for the assembly of A321 fuselage systems, marking a significant step in Airbus's industrial layout in China [18] - Zhongsheng High-Tech is planning a change in control, with its stock set to be suspended from trading [19] - SITOWAY expects a net profit increase of 140% to 180% for the first half of 2025, driven by growth in the smartphone sector [21]