Market Performance - On the first trading day of August, the pharmaceutical sector showed strong performance, with traditional Chinese medicine stocks surging, including companies like Weikang Pharmaceutical and Xintian Pharmaceutical reaching their daily limit [2] - The Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index by 0.15%, and the ChiNext Index by 0.16%, while sectors like photovoltaic, logistics, paper, and automotive saw gains [2] Photovoltaic Sector - Photovoltaic concept stocks rebounded, with significant increases in the photovoltaic equipment sector, including companies like Jiejia Weichuang and Haiyou New Materials [5] - Jiejia Weichuang announced a mid-year earnings forecast, expecting a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year growth of 38.65% to 59.85% [6] - The increase in silicon wafer prices continued, with average prices rising approximately 0.1 yuan per piece, driven by rising raw material costs and increased downstream orders [7] Logistics Sector - The logistics sector experienced an uptick, with companies like Huapengfei, Shentong Express, and Yunda Holdings seeing significant stock price increases [9] - Shentong Express has seen a cumulative increase of over 52% since its rebound on July 10 [9] - The State Post Bureau held a meeting to address "involution" competition in the express delivery industry, promoting high-quality development [9] - The integration of the domestic express delivery industry is accelerating, with Shentong Express planning to acquire Zhejiang Dan Niao Logistics for 362 million yuan [9] - The introduction of unmanned logistics vehicles is entering a phase of large-scale commercial use, with major players like SF Express and Zhongtong expected to introduce thousands of vehicles this year [10]