Market Performance - The cyclical and consumer stocks rebounded, with oil and gas extraction, steel, and coal sectors rising, alongside duty-free shops, liquor, and tourism hotels [1] - The Shanghai Composite Index reached a new high, closing at 3628.53 points, with an intraday peak of 3636.17 points, marking the highest since October 9, 2024 [6] - The A-share financing balance increased to 19,684.21 billion, the highest since July 2015, with the Shanghai financing balance surpassing 10,000 billion [6] Box Office Performance - As of July 29, the total box office for the summer season (June to August) exceeded 5.5 billion, with "Nanjing Photo Studio" grossing over 600 million in its first five days, becoming the third film to break 600 million in a week during the summer season [3] Banking Sector - The banking sector saw a rebound, with all stocks in the sector rising, particularly Qingnong Commercial Bank and Postal Savings Bank [7] - A-share listed banks announced a total dividend of 632.59 billion for 2024, a year-on-year increase of 3.14%, with state-owned banks accounting for 66.5% of the total dividends [10] - Several banks have disclosed their mid-term dividend plans for 2025, indicating a potential window for investment in bank stocks from August to September [10] Insurance Sector - The insurance sector, including China Ping An and New China Life, saw stock prices rise over 2%, with China Ping An reaching a new high in the current rebound [10] - The dynamic adjustment mechanism for preset interest rates is expected to improve the liability costs and net investment returns for life insurance companies, alleviating asset allocation pressures [11]