Group 1 - The Ministry of Commerce spokesperson stated that the demand for medium and heavy rare earths in civilian sectors is continuously increasing due to the development of industries such as robotics and new energy vehicles. China is committed to reviewing export license applications in accordance with laws and regulations, and has approved a certain number of compliant applications [3] Group 2 - BYD responded to controversies regarding "normal pressure fuel tanks" and "Evergrande in the automotive circle," welcoming mutual supervision among peers but condemning malicious reports and unfair competition behaviors [5] - Zhongying Electronics announced that its controlling shareholder is planning a change in control, leading to a suspension of trading from June 9, 2025, for no more than 2 trading days [6] - Lianhua Technology clarified that it has not received any notification from clients regarding increased demand for chlorantraniliprole products, and it operates normally without any undisclosed significant matters [7] - Oujing Technology announced that a major shareholder plans to reduce its holdings by no more than 3% of the total shares from July 1 to September 30, 2025 [9] - Ruoyuchen stated that a major shareholder plans to reduce its holdings by no more than 3% of the total shares from July 1 to October 1, 2025 [10] - Shentong Technology announced a plan by a major shareholder to reduce its holdings by no more than 3% of the total shares from July 1 to September 30, 2025 [11] - Desai Xiwai reported that a major shareholder intends to reduce its holdings by no more than 3% of the total shares from June 30 to September 30, 2025 [12] - Jindan Technology announced a plan by a major shareholder to reduce its holdings by no more than 2.93% of the total shares from June 30 to September 29, 2025 [13] - ST Jinbi announced that its controlling shareholder is planning a change in control, leading to a continued suspension of trading for no more than 3 trading days [14] - ST Lutong received a warning letter from the Jiangsu Securities Regulatory Bureau due to internal control deficiencies and failure to disclose significant litigation and account freezing situations [15] Group 3 - The Mexican automotive parts industry association warned that the increase of U.S. tariffs on steel and aluminum to 50% could threaten the operation of the North American automotive supply chain, impacting the competitiveness of the Mexican automotive parts industry [17] - Canadian Prime Minister Carney criticized U.S. tariffs as illegal and unreasonable, urging the Canadian Parliament to pass the "Canadian Economic Integration Act" to expedite domestic infrastructure project approvals [18] - ASML's CEO stated that U.S. chip export bans would backfire, increasing uncertainty and undermining the feasibility of building chip factories in the U.S. [19] - The St. Louis Federal Reserve Bank President warned that Trump's tariff policies could keep U.S. inflation high, creating economic uncertainty until the end of summer [20] - Apple faces challenges in upgrading Siri, leading investors to have low expectations for significant AI-related announcements at the upcoming WWDC [21] - The fifth round of U.S.-Japan ministerial tariff negotiations did not reach an agreement, with discussions making progress but lacking consensus [22] - The Secretary-General of the International Seabed Authority stated that the U.S. unilaterally authorizing seabed resource exploration violates international law [23] - The Executive Director of the Port of Los Angeles reported a sharp decline in job opportunities at the port, with cargo volumes in May falling short of expectations by about 25% [25] Group 4 - Recent leadership changes in city commercial banks, such as Urumqi Bank and Dalian Bank, reflect a trend towards younger leadership, aligning with the industry's digital transformation needs [27]

图 一周摘要 图 市场概况： 上周（6月2日至6月6日）A股市场整体呈现上涨态势，中小盘及成长类指数涨幅较为明显。 万得微盘领涨全部主流宽基指数，全周涨幅达3.78%，中证1000上涨2.10，中证500上涨1.60%，整体中 小盘股表现较为活跃。全周上证指数上涨1.13%，深证指数上涨1.42%，创业板指上涨2.32%。 基金表现 ： 上周万得中国基金总指数上涨 0.97% 。其中，万得普通股票型基金指数上涨 1.90% ，万得偏股混合型基金指数上涨 1.94% ，万得债券型基金指数上涨 0.16% 。 图 一周市场 图 行业板块： 上周Wind一级平均涨幅1.20%，Wind百大概念指数几乎全数上涨。板块方面，81%板块获 得正收益，通信、有色金属、电子相对表现良好，分别上涨5.27%、3.74%、3.60%，而交通运输、食品 饮料、家用电器则明显走弱，分别下跌0.54%、1.06%、1.79%。 基金发行： 上周 合计发行 40 只，其中股票型基金发行 22 只，混合型基金发行 8 只，债券 型基金发行 7 只， FOF 型基金发行 3 只，总发行份额 310.13 亿份。 01 全球大类资产回顾 大类 ...

Group 1 - China's foreign exchange reserves increased to $32,853 billion at the end of May, up by $3.6 billion from April, supported by the recovery of the economy and stable development quality [2] - China's gold reserves reached 7,383 million ounces at the end of May, an increase of 60,000 ounces, marking the seventh consecutive month of gold accumulation [2] - The Ministry of Commerce reported that discussions between China and the EU regarding electric vehicle anti-subsidy cases and export controls are ongoing, with price commitment negotiations in the final stages [3] Group 2 - A total of 11 A-share listed companies have disclosed information regarding share repurchase and increase in loans, indicating a trend of companies seeking financial support [4] - Over 200 listed companies have announced plans for mid-term dividends for 2025, reflecting a focus on returning value to shareholders [4] - 13 smart wearable concept stocks have been frequently investigated by institutions, with 15 stocks expected to see net profit growth exceeding 20% in the next two years [4] Group 3 - Hong Kong is actively developing its artificial intelligence industry, launching a HK$3 billion special funding plan and establishing a HK$10 billion innovation and technology fund [6] - Recent adjustments in leadership at city commercial banks indicate a trend towards younger management, aligning with the industry's digital transformation needs [6] - The real estate market in major cities is showing a divergence, with the second-hand housing market lagging behind new homes, driven by market speculation on policy relaxations [6] Group 4 - Boeing has resumed aircraft deliveries to China, with the first Boeing 737 MAX plane delivered after being held back due to trade tensions [9] - Geely Holdings has decided not to build new automobile production plants, citing serious overcapacity in the global automotive industry [9] - China National Offshore Oil Corporation has appointed a new chairman, indicating potential shifts in leadership strategy [10]

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 ⌜ 投融概况 ⌟ 截至2025年6月6日18:00，本周融资事件共83起（不包括并购、定增），较上周减少了42起，融资金额总计约55.64亿元（谨慎估计），较上周增加了15.98 亿元。在所有融资事件中，本周融资金额在亿元及以上的融资事件有16起，较上周减少3起。本周公开退出案例19个，较上周减少16个。另外，本周有89 家机构参与了一级市场投资，较上周减少了56家。 本周已披露金额的融资事件48起，较上周减少17起，融资金额区间分布结构与上周变化不大，本周500万以下的融资事件3起，较上周减少1起；500 万-1000万（含1000万）融资事件合计21起，较上周减少4起；1000万-5000万（含5000万）融资事件为7起，较上周减少10起；5000万-1亿（含1亿）的融资 事件12起，较上周减少1起；1-5亿（含5亿）融资事件为4起，较上周减少1起；本周无 5亿-10亿（含10亿）融资事件；本周10亿元以上融资事件为1起。 数据来源：RimeData来觅数据 具体来看一下本周值得关注的热门投 ...

1. 自购暗藏"抄底密码"？浮动费率基金成新宠 。近期中国基金市场掀起一股自购浪潮，多家头部基金 公司纷纷宣布出资购买旗下产品，涉及金额从1000万元到2000万元不等，其中多笔资金投向浮动费率基 金，并承诺较长的持有期限。业内普遍认为，虽然单笔自购金额并非巨大，但通过锁定较长的持有期， 显著强化了资金的稳定性，规避了短期套利行为，为市场注入了韧性。 2. 央行首次月初开展万亿逆回购操作 。央行将在6月6日以固定数量、利率招标、多重价位中标方式开展10000亿 元买断式逆回购操作，期限为3个月（91天），这也是央行首次在月初公开开展买断式逆回购操作。鉴于6月将有 5000亿元3个月期和7000亿元6个月期买断式逆回购到期，本次买断式逆回购操作将有力对冲当月较大额度的买断 式逆回购到期资金。在此之前，央行在4月、5月均保持买断式逆回购操作净回笼。 3. 深圳国资携手荣耀，共同打造AI终端产投基金 。深圳市人工智能终端产业私募股权投资基金合伙企业（有限合 伙）正式成立。该基金的出资规模为14.4亿元。穿透股权后，该基金由荣耀终端股份有限公司、深圳市引导基金 等共同出资。深圳国资与荣耀共同打造AI终端产投基金，是深 ...

《 再次降息！ 》 《 【万得图说】"苏超"各城市经济实力速览 》 《 警报！全球资本重新站队 》 Wind用户在金融终端输入 AGENT(Alice Agent) | 用 | AI | 自动创建 | | Agent | | --- | --- | --- | --- | --- | | | | ，一句话完成工作 | | | | | | 定时任务，彻底告别重复工作 | | | | | 大量实用 | Agent | ，一键激活智能 | | | | | 专家定制，让专属触手可及 | | | 6月7日，外交部发言人宣布：应英国政府邀请，中共中央政治局委员、国务院副总理何立峰将于6月8日至13 日访问英国。其间，将与美方举行中美经贸磋商机制首次会议。 （来源：外交部官网） 历史文章回顾 ...

1、上交所召开高分红重回报暨上市公司价值提升座谈会。上交所相关负责人表示， 未来，上交所将推动上市公司进一步加大分红力度，增加 分红频次，用好回购、并购重组、投资者交流等市值管理工具，持续提升公司投资价值。 在产品供给端，将不断丰富红利指数相关产品体 系，满足市场多元投资需求，推动长期资本、耐心资本与优质权益资产的良性互动。 2、 摩根士丹利、摩根大通、高盛、汇丰四大海外巨头异口同声唱多中国 ：1.估值优势凸显，MSCI香港指数本益比约9倍，接近历史低点。2.全球 投资者目前在中国股票上的仓位"严重偏低"。3.人民币汇率获得显著支撑。4.中美贸易释放正面信息。 3、6月6日，据证监会网站，长城国瑞证券有限公司、东兴证券股份有限公司、信达证券股份有限公司、东兴基金管理有限公司、信达澳亚基金管 理有限公司、长城期货股份有限公司、东兴期货有限责任公司、信达期货有限公司的变更实际控制人申请文件已获核准。 中央汇金投资有限责任公 司成为上述8家公司的实际控制人。 证监会表示，相关公司需按规定及时办理工商变更登记等事宜，完善公司治理结构，维护公司及投资者合法权 益。 1、国务院总理李强应约同加拿大总理卡尼通电话。 李强指 ...

最近，全球首富埃隆·马斯克与美国总统唐纳德·特朗普，两人矛盾公开并不断升级，引发金融市场波动，成为全球财经领域关注的焦点。 马斯克与特朗普的冲突本质是"政策红利分配"与"商业话语权"之争。 短期市场波动反映投资者对政策不确定性的焦虑。 尽管6月6日晚间最新消息称， 特朗普没兴趣和 马斯克进一步沟通 ，但 双方依存关系决定"彻底决裂"可能性较低 。 在冲突白热化之际，出现了一些缓和迹象。白宫助手积极推动双方通话，计划于 6 月 6 日安排对话。 当被问及与马斯克公开决裂一事时， 特朗普在电话通话中告诉媒体，"一切都很顺利，从来没这么好过。" 马斯克也回应网友 " 冷静建议 " 称 " 接受提议 " ，释放出和解信号。 不过， 6月6日晚间， 多家新闻媒体报道称 ，特朗普表示，无意修复与马斯克的关系， 对和马斯克通电话没有兴趣 。 据央视报道，美国白宫官员当地时间6月6日还表示， 特朗普正在考虑出售或赠送他今年早些时候购买的红色特斯拉 。特朗普购买这辆车是为了在白宫进 行拍照活动，以推广马斯克的生意。 // 冲突有 2 方面原因，和解仍有希望 // // 从盟友到决裂 // 5 月 22 日，美国众议院通过《大而 ...

// 今日关注 // 1 、 财政部立法工作安排出炉！预算法、全国社保基金境内投资管理办法在列 2 、日本央行考虑放缓削减购债规模的步伐 3 、万科 A ：深铁集团拟向公司提供不超过 30 亿元借款 4 、 3 月和 4 月美国非农合计下修 9.5 万人 5 、金穗春操纵股票被证监会罚没过亿 +5 年证券市场禁入 // 宏观预警 // 1 、 财政部立法工作安排出炉！预算法、全国社保基金境内投资管理办法在列 财政部公布的 2025 年度立法工作安排显示，今年财政部将推进资产评估法（修改）、预算法（修 改）、增值税法实施条例（制定）等法律、行政法规起草工作 ；研究制定、修订全国社会保障基金境 内投资管理办法、企业财务通则、金融企业国有资产评估监督管理暂行办法、金融企业国有资产转让管 理办法、会计基础工作规范等财政规章。 华润股份有限公司公告，综合考虑簿记建档发行情况，鉴于近期市场波动较大，发行人经与簿记 管理人协商一致， 决定取消" 25 华润 MTN003A "的发行，本期债券品种二发行规模为 25 亿 元。 // 中国债券预警 // 1 、融创中国披露境外债务重组进展：将基础同意费截止日期延长至 6 月 2 ...

Core Viewpoint - The humanoid robot industry is experiencing significant advancements in technology and commercialization, highlighted by recent competitions and increased investment activity, indicating a shift from laboratory testing to practical applications [3][10]. Group 1: Technological Progress in Humanoid Robots - The CMG World Robot Competition showcased humanoid robots like the G1 from Yushu Technology, demonstrating advanced motion control and dynamic balance capabilities, with features such as a height of 130 cm, weight of 35 kg, and a battery life of approximately 2 hours [4][5]. - The G1 robot can perform complex movements and respond to external impacts in milliseconds, showcasing its agility and stability during the competition [5]. - The competition generated 10TB of motion data, which will be made available to global developers, potentially improving industry responsiveness by 15%-20% [5]. Group 2: Commercialization Progress - The humanoid robot sector is moving towards mass production, with 2025 anticipated as a pivotal year for global humanoid robot manufacturing [10]. - In April 2025, UBTECH signed a procurement contract for humanoid robots for industrial applications, marking a significant step in the commercial viability of humanoid robots in manufacturing [10]. - Tesla plans to produce 5,000 units of its Optimus humanoid robot in 2025, with expectations to ramp up production to 50,000 units in the following year [11][12]. Group 3: Government Support and Funding - Government-led funds are crucial for the humanoid robot industry's development, providing financial support for research, production, and market expansion [16][17]. - Several government funds have been established in 2025 to support humanoid robot innovation, including a 100 billion yuan fund in Beijing aimed at investing in various humanoid robot enterprises [18][20]. Group 4: Investment Dynamics - The humanoid robot sector has seen over 50 financing cases in 2025, totaling more than 5 billion yuan, primarily in early-stage investments [21]. - Diverse investors, including state-owned enterprises and leading tech companies, are actively participating in the humanoid robot market, indicating broad recognition of its investment potential [21].