Market Overview - On July 7, A-shares showed mixed performance with the Shanghai Composite Index slightly up by 0.02%, while the Shenzhen Component Index and the ChiNext Index fell by 0.70% and 1.21% respectively, indicating overall market volatility [1] - Among the major indices, the CSI 1000 rose by 0.24%, leading the gains [2] Hong Kong Market - On the same day, Hong Kong's three major indices had mixed results, with the Hang Seng Tech Index increasing by 0.26% [4] Sector Performance - In terms of sector performance, the top gainers included the comprehensive sector (2.57%), utilities (1.87%), and real estate (1.68%), while coal (-2.04%), pharmaceuticals (-0.97%), and telecommunications (-0.77%) were the biggest losers [7] Power Sector Insights - The A-share electricity sector saw a collective surge in the afternoon due to high temperatures leading to increased electricity demand, with a historical peak load recorded on July 4 [7] - Guosheng Securities suggests focusing on the electricity sector due to summer demand spikes and upcoming earnings reports, while Xiangcai Securities highlights the ongoing construction of a unified national electricity market as a positive catalyst for asset value reassessment [7] Real Estate Sector Insights - The Ministry of Housing and Urban-Rural Development has been conducting research in Guangdong and Zhejiang provinces, emphasizing the need for localized and precise real estate policies to stabilize the market [8] - Huatai Securities notes that recent government signals indicate a stronger push to stabilize the real estate market, with expectations for accelerated policy implementation in first-tier cities and core areas [8]