A-Share Pre-Market Report | Total Box Office of Summer Movie Surpasses 70 Billion in 2025, World Robot Summit Opens This Week

Pre-Market Highlights

1, Eight Departments Issue Guidelines for Digital Transformation of Mechanical Industry, Targeting to Establish at Least 200 Intelligent Factories

Type: Industry

Mood Impact: Positive

The Ministry of Industry and Information Technology and seven other departments issued guidelines for the digital transformation of the mechanical industry. The goal is to widely apply intelligent technologies in product development, design, production, management, and maintenance by 2027. By then, more than 50% of mature enterprises will have achieved a high level of intelligence manufacturing capacity, and at least 200 top-notch intelligent factories will be established.

2, Innovation High! Total Box Office of Summer Movie Surpasses 70 Billion in 2025, Single-Day Box Office Breaks 3.8 Billion

Type: Industry

Mood Impact: Positive

The total box office of summer movies (June to August) has surpassed 70 billion yuan, with a single-day box office record of over 3.8 billion yuan on August 3rd. East Securities believes that the movie "Nanjing Photography Studio" will drive the recent rebound in film ticket sales and may exceed last year's total box office of 425 billion yuan.

3, PBOC: Financial Support for Economy Will Be Strengthened, Continuing to Implement Moderate Monetary Policy

Type: Macro

Mood Impact: Positive

The People's Bank of China held a meeting on the 2025 second-half work conference. The meeting proposed implementing moderate monetary policy, lowering the reserve requirement ratio, and flexibly using various monetary policy tools to maintain liquidity. The interest rates for loans, deposit rates, and individual housing provident fund loan rates will be adjusted downward to promote financial market interest rates and social comprehensive financing costs.

4, Two Departments Issue Document Resuming Collection of Interest Income from Government Bonds, Local Government Bonds, and Financial Bond

Type: Macro

Mood Impact: Neutral

The Ministry of Finance and the State Taxation Administration jointly issued an announcement stating that starting August 8th, interest income from government bonds, local government bonds, and financial bond issued after that date will be subject to value-added tax.

Institutional View

1, Shenzheng Securities: The market is expected to return to a volatile state in August, with AI and robotics stocks leading the A-share index's rebound.

2, Zhongxin Securities: The market needs to adjust downwards before it can stabilize, with a focus on AI, innovative pharmaceuticals, and resources sectors.

3, Dongfang Securities: The probability of short-term adjustments is high, but the downward space is limited. Continue to configure "reversal" concepts.

Good News

1, Over 200 Companies Participate in Exhibition, Hundreds of New Products Debuted, 2025 World Robot Summit Opens This Week

Type: Market Focus

Fucai Securities believes that short-term orders for humanoid robots have fallen into place, and China's humanoid robot industry is expected to enter a high-growth stage. Suggest focusing on domestic robotic parts suppliers and maintaining the "synchronized" rating for specialized equipment.