Industry│Shareholding market value ratio (%)Shenwan 1st-Lv industry│2Q25│1Q25│Quarterly changes1) Technology│42.2%│45.9%│-3.7%-Media│20.5%│23.5%│-3.0%-Electronics│14.4%│14.8%│-0.4%-Computer│2.1%│2.0%│+0.2%-Communication│5.2%│5.6%│-0.5%2) Consumption│33.0%│29.2%│3.8%-Textiles and apparel│1.5%│1.1%│0.4%-Household appliances│0.9%│0.8%│0.1%-Light manufacturing│4.8%│2.8%│2.0%-Retail│6.6%│11.1%│-4.5%-Social services│4.0%│4.5%│-0.5%-Food and beverage│1.2%│1.3%│-0.2%-Pharmaceuticals and biology│13.9%│7.6%│6.4%Related NewsCICC Lists Quarterly Review Stock Adjustment Forecasts for HSI Constituents (Table)3) Financial real estate│8.4%│6.3%│2.1%-Non-bank finance│3.5%│1.8%│1.7%-Bank│3.1%│2.4%│0.6%-Real estate│1.9%│2.1%│0.2%4) Manufacturing │6.7%│8.4%│-1.7%-Power equipment│0.5%│0.4%│0.1%-Defense and military│0.0%│0.0%│0.0%-Machinery equipment│0.4%│0.3%│0.1%-Machinery decoration│0.5%│0.4%│0.1%-Automobile│5.3%│7.2%│-2.0%5) Energy materials│9.7%│10.2%│-0.5%-Steel│0.0%│0.0%│0.0%-Utilities│1.4%│1.4%│-0.1%-Environmental protection│0.2%│0.2%│-0.1%-Basic chemicals│0.4%│0.3%│0.1%-Building materials│0.0%│0.1%│0.0%-Transportation│1.7%│1.5%│0.3%-Coal│0.3%│0.3%│0.0%-Oil and petrochemicals│2.8%│3.3%│-0.5%-Non-ferrous metals│2.9%│3.1%│-0.2%Related NewsUBS Expects Food Delivery Subsidy War to Peak in Aug; Valuations of BABA/ JD Attractive