东吴证券认为，周二A股市场震荡走强，整体市场依然维持较为明显的分化状态。上证指数在3600点左 右形成较为明显的拉锯，筹码在整数关口持续健康交换，市场良性震荡运行，期待后续多头趋势延续。 中原证券认为，周二A股市场先抑后扬、小幅震荡上行，盘中医药、通信设备、航天航空以及半导体等 行业表现较好；保险、银行、农牧饲渔以及贵金属等行业表现较弱。长期资金入市步伐加快，ETF规模 稳步增长，保险资金持续流入，形成显著的托底力量。美联储6月议息会议维持利率不变，但降息路径 仍存不确定性，若释放明确降息信号将显著提振全球风险偏好。当前A股市场已进入政策与资金双轮驱 动阶段，慢涨格局基本确立。虽然短期面临技术性调整压力，但中期上行趋势未改。预计短期市场以稳 步震荡上行为主，仍需密切关注政策面、资金面以及外盘的变化情况。 财信证券认为，周二A股市场震荡向上，上证指数收复3600点，成交额稳定在1.8万亿元水平，市场仍维 持在震荡走强的趋势当中。不过当前市场热点板块轮动较快，题材方向分化较为明显，投资者短期内仍 可积极参与市场结构性机会，但需把握好短线节奏。中长期看，虽然宏观经济及政策未见明显拐点， 但"反内卷"政策将缓解"增收 ...

Group 1 - The market showed signs of a trend reversal, with a consolidation pattern reaching its end, indicating a potential breakout [1] - The market opened with a doji candlestick but shifted to a bullish trend in the afternoon, closing at 3609 points, surpassing recent highs [1] - The next target for the upward movement is set at 3674 points, with an initial goal to break the recent high of 3613 points [1] Group 2 - The sectors of aerospace, semiconductors, robotics, and artificial intelligence are expected to continue their upward momentum, indicating potential investment opportunities [1]

Investment Rating - The industry is rated as "stronger than the market," indicating an expected increase of over 10% in the industry index relative to the CSI 300 index over the next six months [17]. Core Viewpoints - The A-share market experienced a slight upward trend after an initial decline, with significant performance in the pharmaceutical, communication equipment, aerospace, and semiconductor sectors, while insurance, banking, agriculture, and precious metals lagged behind [2][3][7]. - The average price-to-earnings ratios for the Shanghai Composite Index and the ChiNext Index are currently at 14.78 times and 41.32 times, respectively, which are at the median levels of the past three years, suggesting a suitable environment for medium to long-term investments [3][16]. - The market is characterized by a dual driving force of policy and capital, with a gradual upward trend established despite short-term technical adjustment pressures [3][16]. Summary by Sections A-share Market Overview - On July 29, the A-share market showed a pattern of initial decline followed by a slight recovery, with the Shanghai Composite Index finding support around 3587 points and closing at 3609.71 points, up 0.33% [7][8]. - The total trading volume for both markets was 18,296 billion, slightly lower than the previous trading day [7][16]. Future Market Outlook and Investment Recommendations - The report suggests focusing on technology growth and cyclical manufacturing as the main investment themes, while also keeping an eye on high-dividend banks, public utilities, and strategic emerging industries [3][16]. - Short-term investment opportunities are recommended in the pharmaceutical, communication equipment, aerospace, and semiconductor sectors [3][16].

Market Overview - On July 28, the A-share market experienced significant fluctuations, with the Shanghai Composite Index rising by 0.12%, the Shenzhen Component Index by 0.44%, and the ChiNext Index by 0.96%[2] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.7 trillion yuan, showing a slight decrease compared to the previous trading day[1] Sector Performance - The leading sectors in terms of gains included electronic components, insurance, aerospace, and chemical pharmaceuticals, while coal, iron, and energy metals saw declines[1] - Approximately 2,800 stocks rose, indicating a broad-based market rally[1] Capital Flow - On July 28, net inflows into the Shanghai Stock Exchange were 76.10 billion yuan, while the Shenzhen Stock Exchange saw net inflows of 111.46 billion yuan[3] - The top three sectors for capital inflow were components, communication equipment, and chemical pharmaceuticals, whereas IT services, railways, and electricity faced the largest outflows[3] Economic Indicators - The Ministry of Science and Technology aims to enhance the effectiveness of technology transfer and innovation, indicating a focus on improving the national technology transfer system[4] - The National Energy Administration announced plans to establish a unified national electricity market by the end of the year, emphasizing the importance of energy supply and regulatory measures[5] Taxation Insights - From 2021 to 2024, the top 10% income earners contributed approximately 90% of individual income tax, highlighting the progressive nature of the tax system[6] - High-tech industry sales revenue grew by 14.3% in the first half of the year, with high-tech manufacturing's share of total manufacturing rising from 15.3% in 2020 to 16.9% in the first half of this year[7] Industry Trends - The electric motorcycle industry saw a slight decline in sales, with June figures showing a year-on-year drop of 15.37%[8] - Shanghai has issued 600 million yuan in computing power vouchers to reduce costs for AI applications, supporting the development of AI ecosystems[9] Fund Dynamics - The fund issuance market remains active, with 31 new funds launched this week, predominantly in equity funds[10] - Consumer REITs have shown strong performance, with over 80% of the 66 reported products achieving quarterly profits, indicating robust institutional interest[11]

2025年第2号 国务院国资委关于组建 中国长安汽车集团有限公司的公告 经国务院批准，组建中国长安汽车集团有限公司，由国务院国有资产监督管理委员会代表国务院履 行出资人职责，列入国务院国有资产监督管理委员会履行出资人职责的企业名单。 国务院国资委 | 1 | 中国核工业集团有限公司 | | --- | --- | | 2 | 中国航天科技集团有限公司 | | 3 | 中国航天科工集团有限公司 | | 4 | 中国航空工业集团有限公司 | | રે | 中国船舶集团有限公司 | | 6 | 中国兵器工业集团有限公司 | | 7 | 中国兵器装备集团有限公司 | | --- | --- | | 8 | 中国电子科技集团有限公司 | | 9 | 中国航空发动机集团有限公司 | | 10 | 中国融通资产管理集团有限公司 | | 11 | 中国石油天然气集团有限公司 | | 12 | 中国石油化工集团有限公司 | | 13 | 中国海洋石油集团有限公司 | | 14 | 国家石油天然气管网集团有限公司 | | 15 | 国家电网有限公司 | | 16 | 中国南方电网有限责任公司 | | 17 | 中国华能集团有限公 ...

据俄罗斯媒体报道，俄罗斯航天局负责人巴卡诺夫抵达休斯顿，与美国航空航天局临时负责人达菲会 面。 ...

截至2025年7月28日 10:21，航空航天ETF天弘(159241)上涨1.72%，盘中换手9.73%，成交3976.64万元。该基金强势冲击3连涨，近3日累计涨幅已近4%。跟 踪指数国证航天航空行业指数(CN5082)强势上涨1.72%，成分股建设工业(002265)上涨8.89%，内蒙一机(600967)上涨4.84%，北方导航(600435)上涨4.43%， 长城军工(601606)，光启技术(002625)等个股跟涨。 值得一提的是，航空航天ETF天弘(159241)今日开盘即获资金净申购，截至目前，该基金净申购份额已达500万份。 | | 航空航天ETF天弘 159241 | 米 | | --- | --- | --- | | | | A 4 4 | | 实时申购赎回信息 | 申购 | 赎回 | | 筆数 | 5 | O | | 金额 | 0 | 0 | | 份额 | 500万 | 0 | 截至7月25日，航空航天ETF天弘(159241)近1周规模增长3292.18万元，实现显著增长。资金流入方面，航空航天ETF天弘(159241)近5个交易日内，合计"吸 金"2202.48万元。 航空航天E ...

"我们可以通过'营商环境检察e站'直接向检察院反映问题、预约课程，这对企业规范经营、防范风险是 实实在在的助力！"杭州奥泰生物技术股份有限公司法务负责人潘海洁说。 《 人民日报 》（ 2025年07月25日 11 版） 潘海洁通过生物医药产业人大代表履职码进入"营商环境检察e站"微信小程序，向浙江杭州钱塘区人民 检察院预约了一场"涉企高发易发刑事案件实案述评"课程。 (责编：赵欣悦、袁勃) 钱塘区汇聚了700多家规上工业企业，智能汽车、生物医药、集成电路、新材料、航天航空等五大主导 产业快速发展，法治服务需求日渐旺盛。如何让法治服务的"供给"更精准地匹配产业发展的旺盛"需 求"？ "侵权公司虽然被立案调查，但是其依然在市面上销售侵权商品！"钱塘区一家新材料企业商业秘密被侵 犯，迫切希望停止侵权。钱塘区人民检察院联合相关部门推动诉前调解，促使侵权企业签署竞业禁止协 议并提前3个月退出侵权领域，提前14个月向被侵权企业赔付3000万元。 钱塘区人民检察院还将法治服务融入人大代表履职日常。今年以来，依托"双站融合"平台，"菜单式"收 集产业人大代表、企业员工法治需求40余项。同时，联合区人大、工商联、产业平台，创新 ...

Core Viewpoint - The military industry has shown a downward trend since the second half of 2024, primarily driven by valuation factors. The defense and military index rose by 37.24% from September 24, 2024, to July 21, 2025, outperforming the Shanghai and Shenzhen 300 index, which increased by 27.17% during the same period [1]. Group 1: Market Performance - The military sector has experienced heightened activity in themes such as low-altitude economy, large aircraft, and military intelligence, driven by ongoing geopolitical conflicts [1]. - The performance of military-related funds has also improved, with the Fangzheng Fubon Core Advantage Mixed Fund heavily investing in core enterprises within the military industry chain [1]. Group 2: Fund Holdings - The top ten holdings of the Fangzheng Fubon Core Advantage Mixed Fund include companies like Zhong无人机 (8.95%), 中航沈飞 (7.97%), and 中航成飞 (7.94%), all within the aerospace sector, reflecting a focus on the military supply chain [2]. - New additions to the fund's holdings include 中兵红箭 (7.34%) and 北方导航 (7.26%), with significant year-to-date price increases of 51.49% and 60.01%, respectively [2]. Group 3: Future Outlook - The fund manager believes that the military sector holds explosive growth opportunities, especially with the upcoming military parade on September 3 potentially boosting military stocks [3]. - The military industry is expected to see a recovery in demand as the "14th Five-Year Plan" approaches its final year, with a clear long-term development goal set for 2035 and 2050 [3].

蓝色起源宣布NS-34任务将搭载六人飞行，乘组成员包括加密货币企业家孙宇晨。 ...