有券商表示，从供给层面看，旅游景区、酒店、旅行社和旅游零售等各个业态均全面复苏。政策层面上，国家持续出台产业政策，从规范行业发展、加大优 质旅游产品和服务供给、优化旅游基础设施投入、完善旅游交通服务、拓宽行业融资渠道等多方面给予支持，积极推动旅游业高质量发展。 此外，随着元旦假期临近、春节假期延长，叠加冰雪旅游热度提升、免税免签政策陆续出台等，旅游板块近期热度显著提升。 下跌方面，多只电池相关ETF跌超2%。 市场探底回升，三大指数涨跌不一。盘面上热点快速轮动，旅游、消费板块爆发，光伏概念局部走强。下跌方面，人形机器人概念走弱。 ETF涨跌幅方面，旅游ETF涨超5%。 | 代码 | 名称 | 现价 | 涨跌幅 | 估算规 | | --- | --- | --- | --- | --- | | 159766.SZ | 旅游ETF | 0.796 | 5.99% | | | 562510.SH | 旅游ETF | 0.803 | 5.66% | | | 512690.SH | 酒ETF | 0.604 | 4.5% | 2 | | 159245.SZ 港股通消费ETF | | 1.004 | 4.04% | | ...

Group 1: Gold Tax Policy and Market Impact - The new gold tax policy announced by the Ministry of Finance and the State Taxation Administration has led to adjustments in gold pricing, with China Merchants Bank including tax in the price of physical gold bars [1] - The announcement of the tax policy has negatively impacted retail gold stocks, with companies like Luk Fook Holdings experiencing a drop of nearly 9% in stock price [4] - The policy aims to enhance the distinction between gold as a commodity and its financial attributes, indicating a supportive stance towards the gold industry compared to international markets [4] Group 2: Aluminum and Glass Market Trends - Aluminum prices have surged, reaching their highest closing price since May 2022, with a monthly increase of over 7% in October [1] - The domestic photovoltaic glass market is facing an increase in production capacity, with new furnaces being activated, leading to a slight increase in supply despite some production constraints [2] Group 3: Company Developments and IPOs - Shukong Technology, a unicorn in AI medical imaging, is preparing for an IPO, with a valuation reaching 9.4 billion yuan after its last funding round [2] - Juhua Materials is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details still under discussion [6] - Several companies, including Keren Co. and Pingzhi Information, have signed significant procurement contracts, indicating active business operations in their respective sectors [10][11] Group 4: Retail and Store Closures - Zhou Dashing has reported a net closure of 560 stores over the past year, primarily in franchise locations, despite rising gold prices [5]

Market Overview - The three major A-share indices showed mixed results, with the Shanghai Composite Index rising by 0.32%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.36% respectively [1] - The total market turnover reached 14,545 billion, an increase of 1,210 billion compared to the previous day [1] - Over 4,100 stocks in the market experienced declines [1] Sector Performance - Sectors such as cross-border payments, banking, gaming, electricity, steel, and innovative pharmaceuticals saw the highest gains [1] - Conversely, sectors like solid-state batteries, non-ferrous metals, beauty care, and wind power equipment faced the largest declines [1] ETF Performance - The gaming ETFs led the gains, with the following performances: - Gaming ETF (516010) up by 2.47% with a turnover of 157 million - Gaming ETF Huatai-PB (516770) up by 2.22% with a turnover of 31.57 million - Gaming ETF (159869) up by 2.21% with a turnover of 1,054 million [2] - Other notable ETFs included: - Banking ETFs also showed positive performance, with the top performer being Banking ETF (516310) up by 2.02% [2] Regulatory Developments - The Hong Kong Financial Secretary announced that the "Stablecoin Regulation" will take effect on August 1, allowing the Hong Kong Monetary Authority to start accepting license applications [2] - Several companies have expressed intentions to apply for stablecoin licenses, indicating a growing interest in this market segment [2] Industry Trends - Open-source Securities reported that stablecoins are entering a "singularity" moment, with their application expanding from cryptocurrency trading to broader payment scenarios, leading to rapid growth in market size and trading activity [3]