Market Overview - On July 10, A-shares saw all three major indices rise, with the Shanghai Composite Index up by 0.48%, the Shenzhen Component Index up by 0.47%, and the ChiNext Index up by 0.22%, continuing a warming trend [1] - The China A50 Index led the mainstream indices with a rise of 0.64% [2] - In the Hong Kong market, the Hang Seng China Enterprises Index increased by 1.66%, while the Hang Seng Index rose by 0.57% [4][5] Sector Performance - The real estate sector led the gains with an increase of 3.19%, followed by oil and petrochemicals at 1.54%, and steel at 1.45%. Conversely, the automotive sector fell by 0.62%, media by 0.54%, and defense and military by 0.41% [7] Industry Highlights Photovoltaic Industry - The photovoltaic sector is witnessing a positive shift towards breaking the "involution" competition, with leading silicon material companies forming a platform company to acquire excess capacity in the industry. This aims to balance supply and demand by unifying production and sales [7] - Analysts suggest that this transformation will significantly alter the industry ecosystem, moving from "price wars" to "quality pricing," which could lead to an orderly exit of backward production capacity and improve supply-demand dynamics [7] Banking Sector - On July 10, A-share bank stocks strengthened, with the four major state-owned banks reaching historical highs. The banking sector is attracting funds due to its high dividend yield and stable operations [8] - Financial policies are accelerating, with a more flexible monetary policy expected to support credit growth. The focus on the cost of bank liabilities may alleviate net interest margin pressures, indicating positive fundamentals for the banking sector [8]

港股主流指数均有不同幅度的调整。其中，恒生中国央企指数下跌0.90%，跌幅相对较小。南向资金全 天净买入96.47亿港元。 | 证券名称 | 日涨跌幅 | 今年以来 | | --- | --- | --- | | | | 涨跌幅 | | 恒生中国央企指数 | -0.90% | 8.43% | | 恒生指数 | -1.20% | 17.51% | | 恒生科技指数 | -2.48% | 18.66% | | 数据来源:Choice,日期截至2025/5/30 | | | 行业板块方面，农林牧渔（1.20%）、银行（0.64%）、医药生物（0.37%）板块涨幅居前，汽车 （-1.91%）、综合（-1.87%）、电子（-1.85%）板块跌幅居前。 二、今日热点跟踪 ETF复盘0530｜A股弱势震荡，银行板块再度活跃 一、市场行情回顾 5月30日，A股主流指数集体调整，其中，上证指数收跌0.47%，深证成指收跌0.85%，创业板指收跌 0.96%，全市场仅1100余只个股上涨。主流宽基指数中，上证指数下跌0.47%，跌幅相对较小。 | 证券名称 | 日涨跌幅 | 今年以来 涨跌幅 | | --- | --- | -- ...