Chinese Stock Market Midday Review: Index Trend Diversifies, Shanghai Composite Rises 0.52%, Innovative Drug Sector Sees Strong Rally!
July 30, 2025, midday review shows that the Chinese stock market has seen a trend of diversification. The Shanghai Composite Index rose by 0.52%, while the Shenzhen Component Index fell by 0.71%. Innovative drug stocks have seen a strong rally, with many shares surging to new highs.
As of midday, the Shanghai Composite Index stood at 3628.53 points, up 0.52%, while the Shenzhen Component Index fell by 0.06% to 11283.18 points. The ChiNext Index dropped by 0.71% to 2389.58 points.
From a sectoral perspective, the film and television, chemical pharmaceutical, and oil and gas exploration sectors saw gains, while electric battery, multi-financial, and arms manufacturing concepts saw losses.
Hot Sectors:
1. Film and Television
Happiness Blue Sea, Golden Eagle Films, and Beijing Culture have all seen significant gains.
2. Innovative Drugs
Nanjing Pharmaceutical, Shanghai Joyo, and Shengde Biochemical have all seen strong rallies.
News:
1. National Development and Reform Commission: Strengthening the Role of Funds as Long-Term Capital
The National Development and Reform Commission has issued a draft plan for the government's investment fund, which aims to strengthen the role of funds in supporting long-term development.
2. Zhengzhou High-Tech Zone to Establish Micro-Short Film Industry Fund
The Zhengzhou High-Tech Zone has announced plans to establish a micro-short film industry fund, which will provide support for the development of the sector.
3. 2025 Hunan Football League Competition Rules Published
The Hunan Provincial Sports Bureau has published the rules for the 2025 Hunan football league competition, which will take place from September to December.
4. National Immigration Administration: Chinese Passport Holders Can Enjoy Visa-Free or Landing Rights in Over 90 Countries
The National Immigration Administration has announced that Chinese passport holders can enjoy visa-free or landing rights in over 90 countries, making it easier for Chinese citizens to travel abroad.
Institutional View:
Citic Securities Research Report suggests that the issuance of stable coins by the People's Bank of China will have a significant impact on the financial sector, with many banks and financial institutions expected to participate.
China Renaissance Securities points out that China Unicom has released its tender notice for 2025 common servers, with a domestic content ratio of over 90%, significantly higher than previous years.