[stock market close] the three major indexes rebounded collectively and lithium battery stocks set off a stop.

The size index opened low and walked high today and rebounded collectively. Stocks in the two cities rose more and fell less. The trading volume broke through trillion yuan for five consecutive trading days, and market sentiment picked up. Lithium battery, photovoltaic and other high prosperity plates continue to be sought after by funds, and the money-making effect is exploding. The lithium battery industry chain has soared across the board, and the plate has staged a stop-and-go trend. Ningde era has risen by more than 5%, and the stock price has reached a new high. Salt Lake lithium extraction, PVDF and other upstream materials are among the top gainers, photovoltaic plates have risen sharply in the afternoon, and a number of stocks have risen by the daily limit. In addition, medicine, medical care, liquor today rebounded to repair, rare earth permanent magnets, military industry, semiconductor chips pulled up one after another, oil, coal, tourism and so on weakened. On the disk, Lithium extracted from Salt Lake, rare Earth permanent Magnet and Cobalt were among the top gainers, while coal mining, Hongmeng concept and agricultural cultivation were in the forefront of declines.

As of the close, the Prev index rose 0.66% to close at 3553 points, the Shenzhen Composite Index rose 1.86% to close at 14940 points, and the gem index rose 3.57% to close at 3409 points.

Soochow Securities said it placed more emphasis on structure rather than positions in the short term. In the short term, there are no obvious marginal changes in liquidity and fundamentals, judging that the market is still volatile in July, the current allocation focus is still positions, and the growth style is expected to continue until early August.

Huaxi Securities believes that the systemic risk of the market is limited, and A shares are expected to still have the characteristics of "structural market". 1) at the overseas level, it is difficult for the Fed to exceed expectations in the short term; 2) A-share reporting corporate earnings are still on an upward trend. Since A-share ROE hit bottom in the first quarter of 2020, the growth rate of corporate capital expenditure has increased significantly, exceeding double digits for four consecutive quarters, benefiting from the upstream PPI upstream industry performance is expected to benefit, A-share corporate profits are expected to maintain a high growth rate; 3) at the valuation level, A-share valuation is within a reasonable range, and the overall market risk is limited.

Citic Construction Investment Securities analysis, changes in market expectations and valuation dominated the pullback. Changes in economic fundamentals need to be tracked continuously to determine changes in corporate earnings. Looking forward to the future, the market will still maintain a state of interval volatility, the overall shock upward trend is still there, but there is little chance of breaking through the upward trend in the short term, and volatility will increase. Domestically, the economy is in a state of marginal decline in the second quarter, and there is no basis for systematic improvement. After the correction, the market will also come out of the April-June rebound. Investors buy new energy vehicles, semiconductors, photovoltaic, pharmaceuticals and other advantageous industries again at a bargain.

[hot stocks] during the period of iron and steel stocks, the plate rose sharply, and the hot coil thread of Fushun Special Steel rose by more than 8%.