According to Citic Securities' research report, the market has basically completed the expected adjustment and the trend of market survival of the fittest continues. Looking ahead to the third quarter, policy signals, price signals, and external signals are expected to gradually become clear. It is expected that the market liquidity will improve significantly after the Third Plenary Session of the 18th Central Committee, and investors will gradually shift from the PEG framework to the free cash flow framework. Funds will be concentrated on leading companies in various industries. After the three major signals become clear in the third quarter, the market turning point will appear. Currently, investors should continue to focus on dividend stocks with low volatility, and gradually shift towards high-quality growth stocks after the turning point appears.

According to the China Datang Corporation, on June 30, the first 100 megawatt-hour sodium-ion energy storage project in China, the Datang Hubei 100 MW/200 MWh Sodium-ion New Energy Storage Power Station Technology Innovation Demonstration Project Phase I, has been completed and put into operation, with a production scale of 50 MW/100 MWh.

China Railway recently stated on the interactive platform that the company is involved in the construction of the S03 and S07 sections of the ShenZhen-Zhongshan Cross-River Passage, which includes the East Artificial Island and Main-line Weir Tunnel. S03 includes the East Artificial Island, the Main-line Tunnel and Weir Tunnel, the Airport Interchange Tunnel, the Rescue Pier, the Island Buildings and Roads, Municipal, Landscaping and Greening Projects. S07 includes the Tunnel, Artificial Island, and Bridge Engineering.

Galaxy Securities research reports indicate that there is a chance for the market to reorganize and generate new opportunities in July. The current market style is switching and fund preferences are changing. It is expected that market sentiment will still be the main factor affecting the market trend in July. Further market risk appetite needs to wait for new catalysts. The key point that mainly affects sentiment is the change in policy strength and pace, with a focus on the upcoming third plenary session of the 20th Central Committee. On the basis of the continuous shock adjustment in the market in June, the overall market environment in July will be relatively better. It is expected to still be dominated by shocks, and the market will enter a period of relative opacity and continuous differentiation of sectors. New investment opportunities are expected to be formed during this period, and it is recommended to focus on high-performance leading stocks. The investment strategy for July should focus on undervalued value stocks and growth value stocks in sectors that benefit from policy advantages. In July, it is recommended to strategically lay out value stocks in technology, electrical utilities, military industry, and non-ferrous metal sectors.

On the morning of June 30th, the first national low-altitude airspace coordination and operation service platform was officially launched in Zhuhai, Guangdong. According to reports, the platform system will take the Zhuhai High-tech Zone as a demonstration area first, and gradually promote it to the entire area of Zhuhai. The platform system integrates Zhuhai's urban map data, airspace planning data, meteorological data, etc., will achieve the convergence of the 'four networks' of the low-altitude economic field facility network, air network, route network, and service network, and interconnect with the national management platform, provide market operation security for unmanned devices in the 'sea, land, and air' fields, realize one-network planning, one-network approval, one-network monitoring, and one-network service for low-altitude flight activities, provide more application scenarios for industry development, create more development space for the industry chain upstream and downstream enterprises, and provide more data support for urban intelligent management, build the 'Sky City' digital management base in Zhuhai. (CCTV News)

According to the National Highway Traffic Safety Administration (NHTSA) in the USA, Nissan North America will recall a total of 5,929 2024 Frontier autos. The reason for the recall is that the front right lower link may have used an oversized ball joint during production, which may cause corrosion and the ball joint to detach from the front right lower link, resulting in steering loss and increased collision risk.

According to Wind statistics, the net outflow of northbound funds this week was 11.762 billion yuan, of which the Shanghai-Hong Kong Stock Connect had a net outflow of 2.831 billion yuan, and the Shenzhen-Hong Kong Stock Connect had a net outflow of 8.93 billion yuan. As of the closing on June 21, the total net outflow of northbound funds this month was 44.445 billion yuan, and the total net inflow this year was 38.578 billion yuan. Looking at the active stocks in the past week, Foxconn Industrial Internet, China Shipbuilding, and Fuyao Glass had the highest net buying volume, with amounts of 880 million yuan, 574 million yuan, and 358 million yuan, respectively. Sanhua Intelligent Controls, Wanhua Chemical Group, and BYD Company Limited were the top three stocks with the highest net selling volume, with amounts of 955 million yuan, 718 million yuan, and 706 million yuan, respectively.

Naura Technology Group stated on the interactive platform that the company's orders maintained a good trend in the second quarter of this year, with stable inventory turnover. The company continues to launch new products that meet customer process requirements. The company currently has not cooperated with Fund III. In addition, the company does not produce lithography equipment.

According to the latest "China Automobile Dealers Inventory Warning Index Survey" released by the China Automobile Circulation Association, in June 2024, the inventory warning index for Chinese car dealers/auto retailers was 62.3%, up 8.3 percentage points year on year and 4.1 percentage points month on month. The inventory warning index is above the boom-bust line, and the auto industry is in a downturn range.

From June 27th to 30th, 2024, the Bordeaux Wine Festival was held in Bordeaux, France. The Helan Mountain East foothills wine region in Ningxia was invited to represent Chinese wine regions for the first time at this international wine event, showcasing the achievements of China's wine industry to visitors. (Xinhua News)