本报记者 刘钊 本月即将发布的新能源SUV车型颇具看点。例如，作为蔚来集团（以下简称"蔚来"）旗下主攻主流家庭 市场的品牌首作，乐道L80的核心竞争力在于"可充可换可升级"的成熟能源服务体系以及相对更具吸引 力的价格。北京车和家信息技术有限公司（以下简称"理想汽车"）的首款纯电SUV理想i8，标志着其产 品线从增程向纯电的战略拓展。能否在纯电领域复刻增程车型在空间舒适性、家庭用户需求洞察上的成 功，并克服用户对纯电续航补能的顾虑，将是理想i8面临的最大考验。 在黄河科技学院客座教授张翔看来，新车从发布到产能爬坡、交付上量需要时间周期。选择在7月份发 布重磅新车，正是为了在"金九银十"传统旺季来临前完成市场预热、订单积累和渠道铺设，为下半年的 销量冲刺奠定坚实基础。 将迎优胜劣汰？ 小鹏汽车产品经理Nick对《证券日报》记者表示，在20万元至30万元区间的纯电SUV销量冠军就是特斯 拉ModelY，从过往数据来看，特斯拉Model Y长期占据新能源SUV销售冠军的位置。7月份如此密集且 高规格的新车集中发布，无疑将深刻改变中国新能源SUV市场的竞争图景。市场从单纯价格战转向"技 术平权"的价值重构。当小鹏G7将 ...

Market Overview - A-shares experienced a mixed performance with the Shanghai Composite Index rising by 0.32% while the Shenzhen Component and ChiNext fell by 0.25% and 0.36% respectively, with total trading volume reaching 1.4286 trillion yuan, an increase of 118.8 billion yuan from the previous day [1] Sector Performance Leading Sectors - The gaming and banking ETFs led the market gains, with multiple gaming ETFs and various banking ETFs showing strong performance. In June 2025, 147 domestic game licenses and 11 imported licenses were issued, indicating a significant increase compared to the same period in 2024, which is expected to boost market confidence in the gaming industry [2] - The banking sector continued its upward trend in the first half of 2025, benefiting from market preferences and improved fundamentals. The sector's stable operating performance and asset quality, along with reasonable valuations and dividend policies, enhance the investment appeal of bank stocks [2] Underperforming Sectors - Rare metals and new energy sectors experienced a pullback, although many institutions remain optimistic about their future performance. The global shift towards clean energy and supportive policies are expected to drive demand for key raw materials like lithium, cobalt, nickel, and rare earths [3] - The supply constraints due to resource scarcity and geopolitical factors are likely to maintain a tight supply situation for rare metals, providing a basis for price increases. The combination of improved macroeconomic expectations and favorable industrial policies is creating a clearer investment window for these sectors [3] Trading Activity - The Hong Kong Securities ETF (513090) saw the highest trading volume, approaching 20 billion yuan, indicating strong investor interest. Other ETFs such as the Short-term Bond ETF (511360) and Yinhua Daily Profit ETF (511880) also recorded significant trading volumes [4] - The turnover rate for the Benchmark National Debt ETF (511100) was the highest at 218.41%, reflecting active trading interest. The Hong Kong Securities ETF is particularly attractive due to its focus on core financial assets in Hong Kong and the anticipated benefits from financial innovation policies [5] Upcoming ETF Issuance - A wave of new ETF issuances is expected next week, with 17 products set to begin fundraising, including 10 focused on innovative corporate bonds. Major fund managers participating include Fuguo Fund, Invesco Great Wall Fund, and others [6][8]