宏观策略周报：7月份我国工业保持较快增长，中央层面首次系统部署绿色转型

投资要点  4500 4000 3500 3000 2500 2000 1500 1000 500 0 300 250 200 150 100 50 2023-03 2023-05 2023-07 2023-09 2023-11 2024-01 2024-03 2024-05 2024-07 0 成交额(亿元)收盘价    请阅读最后评级说明和重要声明 一、资讯要闻3 二、周观点6 三、市场概览7 1.主要指数表现8 2.申万一级行业涨跌幅8 3.两市交易额9 4.本周热点板块涨跌幅9 四、投资建议10 附录11 .............................................................................................................................................3 ...............................................................................................................................................4 ..............................................................................................................................................................5 .............................................................................................................................5 ...........................................................................................................7 ....................................................................................................7 ....................................................................................................................................8 ...................................................................................................................................................9 ...........................................................................................................................................9 ...................................................................................................................................................8 ................................................................................................................11 2         银行通信煤炭传媒 非银金融石油石化 电子环保 公用事业家用电器有色金属计算机医药生物 汽车交通运输机械设备建筑装饰电力设备纺织服饰食品饮料轻工制造 钢铁国防军工农林牧渔美容护理 综合商贸零售基础化工社会服务建筑材料房地产 3.0% 2.0% 1.0% 0.0% -1.0% -2.0% -3.0% -4.0% -5.0% 8 4500 16,000 4000 14,000 3500 12,000 3000 10,000 2500 8,000 2000 1500 6,000 1000 4,000 500 0 2,000 0 两市成交额(亿元) 沪深300收盘价