【期貨熱點追蹤】宜春關鍵鋰礦環評公示完成，遠期供給大山壓頂，早盤碳酸鋰期貨爲何還能大幅拉昇？點擊閱讀。

Galaxy Securities says August is seeing a shift in the A-share market from expectation-driven trading to reality testing, centered on three verification lines: earnings, policy and external risk. Earnings: mid–late August is the busiest window for A-share half-year report disclosures and should drive pricing around H1 results versus expectations. Policy: the July Politburo meeting set H2 economic tasks; markets will move to test policy detail issuance and execution. External risk: the Fed's policy path remains the primary global market focus. Recommendation: maintain balanced positioning. Sector focus — secular/tech winners: semiconductors and supply chain (memory chips; semiconductor equipment & materials; advanced packaging), components, communications equipment, energy storage/power infrastructure, humanoid robots, commercial aerospace. Defensive core: coal, coal chemicals, financials, utilities, new energy. Cyclicals/resources likely to recover: nonferrous metals, basic chemicals, building materials, steel.

Xiaoming Co. said July 2026 chicken-product sales reached 21.29 mln birds, generating 88.64 mln yuan; volumes were up 9.44% MoM and 6.82% YoY, revenue rose 18.04% MoM and 17.97% YoY. Company cited widespread high temperature and humidity that lowered laying rates, tightening egg supply and keeping egg prices elevated, prompting increased restocking by farms. It expects seasonal demand to firm in August on Mid-Autumn festival stocking and school reopenings.