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A股五张图:够了,我真没工夫陪你们学了!
Xuan Gu Bao· 2025-07-01 10:31
Market Overview - The market experienced a small V-shaped recovery today, with various sectors showing strong performance, particularly in brain science, semiconductor, and innovative medicine [3][4] - The Shanghai Composite Index and Shenzhen Component Index closed up by 0.39% and 0.11% respectively, while the ChiNext Index saw a slight decline of 0.24% [4] Semiconductor Sector - The semiconductor materials polishing liquid concept stocks saw significant gains, with companies like Feilu Co., Kangda New Materials, and San Chao New Materials hitting the daily limit [6][12] - A report indicated a supply disruption of CMP DSTI slurry due to Taiwanese export controls, which has led to a surge in related stocks [6][12] - The semiconductor sector initially rose over 1.5% but later retraced, ultimately closing up 0.59% [12] Innovative Medicine Sector - The innovative medicine sector experienced a notable increase, with companies such as Seli Medical, Guizhou Bailing, and Aonlikang reaching the daily limit [24] - A government document supporting the high-quality development of innovative drugs was released, which included measures to encourage investment and expedite drug approval processes [25] Microcrystalline Cellulose - Following an explosion at Sigachi Industries in India, a major producer of microcrystalline cellulose, stocks related to this sector saw a significant rise, with companies like Shanhe Pharmaceutical hitting the daily limit [16][21] - The incident has sparked interest in potential substitutes, although the chemical structures of cellulose ether and microcrystalline cellulose differ significantly [20]