Group 1 - The "Private Economy Promotion Law" was passed on April 30 and will take effect on May 20, 2025, marking a significant step in supporting the private economy in China [1][2] - The law establishes the legal status of the private economy and emphasizes the importance of promoting its sustainable, healthy, and high-quality development as a major national policy [1][2] - The private economy contributes significantly to China's economy, accounting for 60% of tax revenue, 60% of GDP, 90% of technological innovations, 90% of employment, and 96.4% of the total number of enterprises [2] Group 2 - The law consists of 9 chapters and 78 articles, focusing on fair competition, investment promotion, technological innovation, operational norms, service guarantees, and rights protection [2] - The implementation of the law aims to create a stable, fair, transparent, and predictable development environment for the private economy, which is crucial for its growth [2] - Shenzhen, known as the "capital of private economy," is expected to benefit significantly from the law, with hopes that local enterprises will seize opportunities for national industrial development [3]

Group 1 - Huawei's HarmonyOS computer was unveiled at the "Harmony Computer Technology and Ecosystem Communication Conference" on May 8, marking a significant step in the company's "1+8+N" all-scenario ecosystem [1] - The HarmonyOS computer will officially launch on May 19, and it has been developed over five years with over 10,000 engineers and more than 2,700 core patents accumulated [1][2] - The device runs on HarmonyOS 5, offering a seamless experience across devices, enhancing office efficiency by allowing users to share keyboard and mouse across phones, tablets, and computers [1] Group 2 - Huawei's MateBook brand was launched in 2017, and the company has achieved significant milestones, including becoming the second-largest PC vendor in China by shipment volume in 2024 with 4.3 million units sold, capturing an 11% market share [2] - The Harmony ecosystem has reached over 1 billion devices by April 2025, covering a wide range of smart hardware, and over 300 applications have been adapted for the HarmonyOS computer, with expectations to exceed 2,000 by the end of the year [2] - The HarmonyOS computer represents a new opportunity for the domestic computer software ecosystem, which has historically lagged behind Windows and macOS, providing a foundation for innovation and development [3]

在本批次配售房源中，两房户型37套，两房户型无障碍住房3套（建筑面积约86平方米），三房户型26 套。 【深圳商报讯】（首席记者李秀瑜）记者从市住房建设局获悉，邻里间家园等项目安居型商品房开始接 受网上认购，此次提供房源66套，最低配售均价为19465.17元/平方米。 其中，邻里间家园项目位于宝安区新安街道翻身路与甲岸路交汇处，本次供应房源28套，配售均价为 40418.51元/平方米； 绿海山河逸居项目位于龙岗区园山街道水浸围路与水新路东北角，本次供应房源8套，配售均价为 24084.11元/平方米； 深房光明里项目位于光明区光明街道明政路与德雅路交汇处东南角，本次供应房源共3套两房户型房 源，配售均价为23199.80元/平方米； 天和北苑项目位于龙华区福城街道龙观大道与石清大道交叉口，本次供应房源共5套，配售均价为27250 元/平方米。 此次配售对象分为两类，一是深圳市安居型商品房在册轮候人，二是符合条件的领军人才。单身居民及 二至三人家庭可根据自身意愿认购本项目住房的两房户型。领军人才、四人及以上家庭可根据自身意愿 认购本项目住房的两房户型或三房户型。 根据配售通告，网上申请认购时间截至2025年 ...

Core Insights - Shenzhen's holiday economy showed strong vitality during the May Day holiday, with a total of 14.5 million offline visitors in key monitored business districts, representing a 15.3% increase compared to the same period last year [1][2] Group 1: Consumer Activity - Major shopping centers in Shenzhen experienced significant foot traffic growth, with notable increases in specific areas: 壹方天地 shopping center (75.1%), 水贝商圈 (71.2%), 欢乐海岸街区 (36.5%), and 福田CBD商圈 (30.7%) [2] - Various promotional activities, including the "Shenzhen Good Goods Festival" and "2025 Shenzhen Futian Coffee Life Week," contributed to over 70 events aimed at boosting consumption during the holiday [1] Group 2: Retail Performance - The "old for new" policy and various discounts stimulated holiday consumption, with nearly 480,000 home appliances and digital products sold, generating sales of 780 million yuan, a 30% increase compared to daily sales before the holiday [2] - Top-selling products included fans (100,000 units), smartphones (over 85,000 units), smart sports equipment (55,000 units), air conditioners (42,000 units), and smartwatches (25,000 units) [2] Group 3: Automotive Sales - During the holiday, the automotive sector saw approximately 12,000 new car sales orders, amounting to nearly 2.8 billion yuan in sales [2] - Since the launch of the "old for new" initiative in 2025, over 7.45 million vehicles and home appliances have been sold, generating sales exceeding 24.6 billion yuan [2]

龙岐湾度假区项目是两大文旅龙头企业首次携手布局粤港澳大湾区，也是中国旅游集团继打造世界之 窗、锦绣中华等地标项目后，时隔30年再次在深圳落子文旅项目。 该项目将携手构建高品质旅游度假消费新场景和全业态、全出游结构新标杆，深度融合大鹏顶级山海生 态资源和深厚文化底蕴，推出独特的海洋主题、森林主题的食宿产品和体验项目，与大鹏主题娱乐集 群、大鹏所城文化体验、山海生态探索、海上运动休闲等各板块有效联动，打造三天两晚、四天三晚甚 至更长时长的度假产品，探索面向亲子家庭的度假产品新范式。 该地块位于环龙岐湾核心地带，北接"鹏城之根"大鹏所城，南邻建设中的全球最大乐高乐园度假区，西 侧背靠锣鼓山森林公园，东边直面龙岐湾广阔湾区，将建设成为粤港澳大湾区首个"吃喝玩乐教"一站式 滨海度假区，聚焦服务亲子家庭、Z世代青年等全年龄群体，打造集多元住宿、奇趣游乐、康养疗愈、 精致度假一体的全天候多元产品组合，提供超千个高端住宿客房，涵盖特色木屋、一线海景排屋、亲子 及海洋等主题，预计开业当年将吸引约50万中高端客流。 中旅开元森泊是两家文旅龙头企业联手打造的是国内亲子游、度假游头部品牌，拥有特色住宿产品、丰 富休闲度假配套业态、完 ...

对此，苏商银行特约研究员武泽伟在接受记者采访时表示，六大国有行2024年分红总额大幅高于上一 年，这体现了银行业盈利能力的强劲及管理层对加大股东回报的重视。他进一步分析称，银行加大分红 主要有三大原因：第一，六大行净利润实现稳健增长，强劲的盈利能力成为六大行进行高分红的底气； 第二，过去监管层屡次强调上市公司要通过分红、回购等方式，增强投资者回报，银行通过大力分红响 应落实监管要求；第三，体现了银行管理层对市值管理的重视，通过高频分红、定期分红等，可以坚定 投资者长期持有公司股票的信心。 武泽伟指出，对于银行自身而言，加大分红力度，可以强化投资者对银行股"压舱石"属性的认可，吸引 社保、险资等中长期资金加大对银行板块的配置力度，从而促进银行股整体估值水平上升和股价水平上 涨。 随着近期财报的陆续披露完毕，各家上市银行去年分红情况也浮出水面。已公告的A股42家上市银行 2024年度累计分红总额为6315.42亿元，其中作为分红的"主力军"，六大国有行2024年现金分红总额达 到约4206.36亿元，大幅高于上一年。另外，今年部分银行的分红落地时间也大幅提前。 4月29日晚间，西安银行（600928）、苏农银行（ ...

面对上市银行大手笔的"红包雨"以及高股息，股民们是否可靠银行股"躺赚"？ 深圳商报·读创客户端首席记者 谢惠茜 与此同时，也有9家银行股息率低于4%，3家银行股息率低于2%。其中，浦发银行股息率为2.76%；宁 波银行股息率为2.40%，西安银行（600928）股息率仅为1.55%。 对此，苏商银行特约研究员武泽伟在接受记者采访时表示，高股息率表明更好的分红水平以及更低的估 值水平，投资者可以以股息率对银行股标的进行初步筛选。 不过，需要注意的是，如果投资银行股是以长期持有为目的，就要注意规避低估值陷阱，有的企业经营 状况一般，因此市场给予其较低的估值水平，企业的股息率水平就较高。但是，投资者既然准备长期持 有，就一定希望企业运营良好，从而产生源源不断的现金流来回馈股东。所以，投资者在关注股息率的 同时，要注意分辨企业的高股息率究竟来源于何方。毕竟投资要取得良好的业绩，并不是买的越便宜越 好，而是要以合适的价格买入优秀的企业。 他指出，整体而言，对于普通投资者来说，"买入并持有"银行股，是比较好的策略。拉长时间来看，银 行股长期上涨，如果算上分红，则收益水平更加丰厚。对于普通投资者来说，最重要的是要能抵住诱 ...

5月8日上午10时，国务院新闻办公室举行新闻发布会，介绍《中华人民共和国民营经济促进法》有关情 况。据了解，该法将于5月20日正式实施。发布会后，A股民营经济概念股盘中快速拉升。截至收盘， 全市场有3839家公司上涨，创业板指收涨1.65%。 在新闻发布会上，国家发改委副主任郑备介绍，今年1至4月民企中标率同比提高5个百分点，今年将推 出总投资规模约3万亿元优质项目，正在加快完善民营企业参与国家重大项目建设的长效机制；国家金 融监管总局副局长丛林表示，近五年民企贷款年平均增速比各项贷款高1.1个百分点，已通过支持小微 企业融资协调工作机制向小微主体新发放贷款12.6万亿元，利率平均在3.66%。已设立74只私募股权投 资基金，支持投资科技创新企业；司法部副部长王振江介绍，司法部将以民营经济促进法出台实施为契 机，督促各地区各部门加大对行政执法违法行为的查处力度，加强问题的查纠整改。 深圳商报·读创客户端记者 周良成 据了解，目前中国共有5700多万家民营企业。在上市公司方面，根据数据，A股市场共有3421家民营企 业，占上市公司总数的比例为63.14%。分析人士指出，此次立法将重点解决民营企业融资难、市场公 ...

Core Viewpoint - Company is actively managing financial costs and currency risks while navigating uncertainties in global trade policies and market dynamics [1][2][3][4] Group 1: Financial Performance and Currency Management - Company reported a significant reduction in financial expenses in Q1 2025, attributed to one-time gains and foreign exchange profits [1] - Financial expenses include interest payments on debt and hedging costs, with improved cash flow in 2024 and Q1 2025 helping to lower debt levels [1] - Company utilizes hedging strategies to mitigate risks associated with currency fluctuations, particularly focusing on local currencies in over 50 countries [1] - The primary currency benefiting from hedging in Q1 2025 was the Israeli Shekel, which contributed to reduced financial expenses [1] Group 2: Impact of Tariffs and Market Dynamics - Company is closely monitoring the impact of US-China tariff policies, noting the uncertainty surrounding final tariff rates and their timing [2] - As a multinational corporation, company has production facilities in various countries, allowing it to balance risks and opportunities related to tariffs [2] - Company’s business in the US is relatively small, which may limit the impact of tariffs compared to larger competitors [2] - Delayed effects of tariffs may manifest in the latter half of the year due to existing inventory levels [2] Group 3: Market Trends and Pricing Pressure - Company anticipates potential indirect effects of tariffs on markets outside the US, with expectations of price increases in the US and possible price declines in other regions [3] - In Q1 2025, company experienced a significant decline in sales in the Latin American region, particularly in Brazil, but cautioned against drawing conclusions due to seasonal factors [3] - Overall market conditions in Brazil and Latin America reflect a trend of healthy sales volume but significant pricing pressure, with a decrease in overall market size in 2024 [3] - Company observed an oversupply of agricultural products from China, contributing to downward pricing pressure, but some raw material prices are stabilizing [4] - Company is focused on enhancing competitiveness through ongoing transformation efforts in response to current market conditions [4]

【深圳商报讯】（记者文灿 刘育銮）当戏剧艺术与科技创新交相辉映，当山水秘境与市井烟火诗意交 融，这个"五一"假期，坪山区以六大主题板块、170场特色活动及多重消费优惠，创新演绎文旅融合新 范式，激活城区文旅经济新动能。 数据显示，假日期间坪山区接待游客量同比增长17.6%，其中港澳台游客增幅达103.6%；旅游总收入同 比增长6.42%，全区商圈营收同比增长7%。 "上午探访科技企业感受未来脉搏，下午走进剧场品味艺术人生，傍晚还能寻味客家非遗美食，这样的 文旅体验在深港双城既独特又充实。"香港游客陈女士一语道破坪山的独特魅力。数据显示，假日期间 坪山区累计发送旅客同比增长18.6%，累计到达旅客同比增长28.1%，文旅融合的"磁吸效应"持续释 放。 依托天然生态优势，坪山成为都市人"逃离喧嚣"的治愈之地。全区公园人流量达27.48万人次，同比增 长37.63%；马峦山郊野公园、坪山儿童公园等网红景点人流如织，分别同比增长19.1%和35.86%，生态 文旅正成为坪山文旅经济的"新增长极"。 文旅热潮进一步催动消费升级。假日期间，坪山区重点商业综合体推出"欢乐多8胺"八周年派对、"解压 生活节""首届活体昆虫科 ...