Core Viewpoint - The three major stock indices opened higher, indicating a positive market sentiment at the start of the trading session [1] Group 1: Stock Index Performance - The Shanghai Composite Index opened at 3870.75 points, up 0.18% [1] - The Shenzhen Component Index opened at 12880.17 points, up 0.52% [1] - The ChiNext Index opened at 3017.77 points, up 0.81% [1] Group 2: Sector Performance - CPO and 6G concepts continued to rebound, showing strong performance [1] - Gold stocks generally recovered, indicating a positive trend in that sector [1] - Superhard materials and deep-sea technology concepts were active, reflecting investor interest [1] - Conversely, electrolyte, stablecoin, and Fujian sector stocks experienced a general decline [1]

Core Viewpoint - The overall performance of listed companies in the first half of the year is strong, with over 57% of companies issuing positive profit forecasts, indicating a significant increase in expected net profits compared to the previous year [1][2]. Group 1: Performance Overview - As of July 15, 2023, 1,529 listed companies in the A-share market have released performance forecasts, with a total expected net profit of 2,321.92 billion yuan, up 67.31% from 1,387.77 billion yuan in the same period last year [2]. - A total of 880 companies are expected to report positive results, with 190 companies expected to turn losses into profits and 481 companies anticipating year-on-year profit growth [2]. - The non-bank financial, non-ferrous metals, agriculture, forestry, animal husbandry, fishery, and electronics sectors are the main contributors to the profit increase, each with net profit growth exceeding 10 billion yuan [2]. Group 2: Industry Insights - The steel and transportation industries are showing signs of recovery, with over 50% of companies in these sectors issuing positive forecasts [3]. - In the steel sector, 24 companies are expected to report a total net profit of -2.733 billion yuan, a significant improvement from -10.097 billion yuan in the previous year, with 79.17% of companies reporting positive forecasts [3]. - The transportation sector is expected to achieve a total net profit of 1.433 billion yuan, recovering from a loss of -3.452 billion yuan last year, with major contributions from the airline sector [3][4]. Group 3: Sector Opportunities - Institutions are optimistic about three key sectors: resource products, emerging industries driven by policy, and digital new media (TMT) [5]. - The resource products sector, particularly industrial and small metals, is benefiting from supply-demand dynamics, with significant price increases observed in various metals [5]. - Emerging industries such as innovative pharmaceuticals and deep-sea technology are expected to see high growth potential, supported by favorable policies [5][6]. - The electronic industry is experiencing a recovery, driven by advancements in AI and cloud computing, with significant demand for high-end semiconductor products [5][6].

Group 1 - The core viewpoint of the article highlights the significant stock price movements in the deep-sea technology sector, particularly the surge in shares of Juyi Rigging, which hit the daily limit up [1] - Other companies in the deep-sea technology sector also experienced notable gains, with Deepwater Haina and Shenkai Co., Ltd. rising over 5% [1] - Additional companies such as Baose Co., Ltd., Krait, Steel Research Nack, Tianhai Defense, and Dalian Heavy Industry also saw increases in their stock prices, indicating a broader positive trend in the industry [1]

Group 1 - ShenKai Co., Ltd. experienced a limit-up increase in stock price, indicating strong market interest [1] - Other companies such as JuLi Rigging, Shaoyang Hydraulic, and Youfu Co., Ltd. saw stock price increases exceeding 5% [1] - The report from Dongwu Securities highlights that 95% of global deep-sea areas remain undeveloped, emphasizing the significant potential of deep-sea resources as a driving force for the development of deep-sea technology [1]

Core Insights - The deep-sea technology concept stocks have experienced significant upward movement, with JiuLi Sogoo reaching its daily limit increase, while ShenKai Co., HaiYang Wang, and ShenShui HaiNa rose over 5% [1] Industry Developments - Hainan has recently issued opinions on "Building a New Quality Production Force as an Important Practice Site," which emphasizes the promotion of high-level scientific and technological innovation platforms such as the Yazhou Bay National Laboratory, Deep-Sea Technology Innovation Center, and Aerospace Technology Innovation Center to tackle key core technologies [1]