Today, the size index closed down collectively, and the decline accelerated at the end of the day. Stocks in the two cities rose less or fell more, and the trading volume exceeded 1 trillion yuan for the 12th trading day in a row. In terms of power batteries, sodium ion batteries were active, shares such as Shengyang shares rose by the daily limit, lithium power stocks accelerated their decline in late trading, Ningde era fell 6.51%, electrolytes and diaphragms fell across the board, and Enjie shares fell by the limit. Shida Shenghua hit the limit and fell nearly 9% in late trading, phosphorus chemicals, fluorine chemicals and other lithium electricity upstream plates floated red; the military plate rose against the trend, and more than a dozen shares rose by the limit or more than 10%. On the disk, phosphorus chemical industry, national defense military industry, sodium ion battery led the increase, CRO concept, agricultural services, medical devices fell in the forefront. As of the close, the Prev index fell 0.71% to close at 3539 points; the Shenzhen Composite Index fell 1.3% to close at 14917 points; and the gem index fell 2.96% to close at 3432 points.
For the future market trend, institutions have expressed their views.
Societe Generale Securities pointed out that the economy is near potential output and the repair speed of the tertiary industry is relatively slow. External demand still supports production. The economy is not poor + the structure has improved, there is no cliff downside risk, and the recent central bank reserve cut may be intended to promote structural adjustment rather than systemic easing. In the short term, market optimism is likely to be digested. In the medium term, the downward trend of interest rates may not be over, but the downward trend of interest rates may be lengthened as the policy adjusts counter-cyclically.
Central Plains Securities expects that Prev short-term small shocks are more likely, gem short-term challenge new highs are likely to be greater. Investors are advised to pay close attention to the investment opportunities of securities firms, non-ferrous metals, new materials and chemical industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
According to Shanxi Securities, China's imports and exports exceeded expectations in June, benefiting from the steady repair of the global economy and the continued increase in overseas supply and demand, supporting the high performance of China's export-oriented manufacturing industry. In the medium term, the consumer services industry continues to recover, the technology industry continues to maintain a high growth rate, and the overall fundamentals of A shares are strong. In the future, under the background of reasonable and loose liquidity and strong support of fundamentals, the upward pattern of shock will continue.
