Group 1 - The article highlights a decrease in geopolitical risks following a ceasefire between Israel and Iran, which has positively impacted market confidence [4][10]. - Global trade conflicts have shown signs of improvement since May, with increased bilateral communication contributing to a more stable macro environment [4][10]. Group 2 - Industrial enterprises in China are experiencing a rapid decline in profit growth, with May data showing a cumulative revenue growth of 2.7% and a profit decline of 1.1% year-on-year [5][12]. - The significant drop in profit margins is attributed to rising costs and pressures, with the Producer Price Index (PPI) falling below -3%, affecting actual revenue growth [5][12]. Group 3 - The equity risk premium for the CSI 300 index has fallen below one standard deviation of the historical mean, indicating a potential shift in market sentiment [5][14]. - As of the end of June, the equity risk premium was recorded at 6.42, down from the historical mean of 6.79, suggesting a cautious outlook for future market movements [5][14]. Group 4 - The number of stocks with over 20% gains in the market has increased to 465, reflecting a 20% rise and indicating a high level of market activity [6][16]. - Despite the current market conditions, the potential for structural market trends remains, although the overall profit-making capacity may be limited [6][16]. Group 5 - The Shanghai Composite Index showed a rebound in June, closing at 3444.43 points, a 2.9% increase from the end of May, with average daily trading volume rising to 5,096 billion yuan [7][9]. - The CSI 300 index also increased by 2.5% in June, with a notable rise in daily trading volume to 2,610 billion yuan [7][9]. Group 6 - The Shanghai Composite Index is expected to face technical pressure at the upper boundary of a new trading range, while the CSI 300 index is anticipated to encounter resistance from previous highs [18][20].