重要新闻 1. 国务院：政府部门应当科学合理确定政务数据共享属性，不得通过擅自增设条件等方式阻碍、影响政 务数据共享 李强签署国务院令，公布《政务数据共享条例》。条例提到，政府部门应当科学合理确定政务数据共享 属性，不得通过擅自增设条件等方式阻碍、影响政务数据共享。对属于有条件共享类的政务数据，政府 部门应当在政务数据目录中列明共享范围、使用用途等共享使用条件。对属于不予共享类的政务数据， 政府部门应当在政务数据目录中列明理由，并明确相应的法律、行政法规以及国务院决定依据。（新华 社） 2. 商务部等五部门组织开展2025年新能源汽车下乡活动，特斯拉Model 3、Model Y车型在列 工业和信息化部、国家发展改革委、农业农村部、商务部、国家能源局组织开展2025年新能源汽车下乡 活动。选取一批新能源汽车推广比例不高、市场潜力较大的典型县域城市，举行若干场专场活动；以此 为中心辐射周边乡镇，结合地区特点开展若干场特色活动。与县域充换电设施补短板试点、智能网联汽 车"车路云一体化"试点等工作形成协同效应，推动优质资源向乡村地区倾斜。其中，特斯拉Model 3、 Model Y车型在列。 3. 商务部：希望欧方 ...

Group 1 - Agricultural Bank of China was increased by China Ping An Life Insurance Company, acquiring 29.896 million shares at an average price of HKD 5.0291 per share, totaling approximately HKD 150 million, raising its stake from 11.93% to 12.03% [1] - In 2024, the insurance sector has initiated a third wave of shareholding increases, with 15 instances recorded by seven insurance companies, surpassing the total for the entire year of 2023 and the first nine months of 2024 [1] - The companies targeted for shareholding increases include Postal Savings Bank, China Merchants Bank, Agricultural Bank, and several others, with nine of these stocks being H-shares [1] Group 2 - The banking sector has been the most frequently targeted for shareholding increases, alongside public utilities, energy, and transportation sectors [2] - Research from Shenwan Hongyuan indicates that the banking sector has begun a valuation recovery in 2024, despite external economic pressures, suggesting a need to revise existing analytical frameworks [2] - Tianfeng Securities reports that the valuation recovery logic driven by dividend value is expected to continue, with limited downward pressure on net interest margins and a stable performance outlook for banks [2] Group 3 - Related Hong Kong stocks in the banking sector include Citic Bank, Minsheng Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Postal Savings Bank, China Construction Bank, and Bank of China [3]

Group 1: New Energy Vehicle Promotion - The Ministry of Industry and Information Technology, along with other government bodies, launched the 2025 New Energy Vehicle (NEV) promotion campaign, featuring 124 models aimed at rural areas [2] - The campaign emphasizes "green, low-carbon, intelligent, and safe" transportation, targeting counties with high market potential for NEVs [2] - The initiative includes a combination of online and offline activities, with a focus on enhancing charging infrastructure and promoting a comprehensive service network for vehicle purchase and maintenance [2] Group 2: Model Participation and Market Expansion - This year's campaign includes 25 more models compared to 2024, notably adding Tesla's Model Y and Model 3, expanding the range of participating vehicles [3] - BYD has 11 models in the campaign, while other brands like Deep Blue, Aion, NIO, and Leap Motor have 5, 5, 4, and 2 models respectively [3] Group 3: Financial and Investment Developments - China Pacific Insurance announced a 500 billion yuan fund focused on mergers and acquisitions, with a target of 300 billion yuan for the new fund aimed at supporting Shanghai's industrial development [5] - NIO reported a revenue of 12.03 billion yuan in Q1, a year-on-year increase of over 21%, with a projected revenue of 19.51 to 20.07 billion yuan for Q2 [7] - Silyus reported May NEV sales of 39,982 units, a year-on-year increase of 17.15%, but a cumulative decline of 19.64% for the year [8] Group 4: Market Trends and Consumer Behavior - JD's 7Fresh plans to open 18 new stores in the Beijing-Tianjin region, indicating a rapid expansion in the instant retail sector [9] - The domestic tourism during the Dragon Boat Festival saw 119 million trips, a year-on-year increase of 5.7%, with total spending reaching 42.73 billion yuan [22]

Group 1 - The US has accused China of violating the Geneva consensus, while China's Ministry of Foreign Affairs has firmly opposed these accusations and emphasized the need for mutual respect and factual accuracy in bilateral relations [2][4] - The US President has announced an increase in tariffs on imported steel and aluminum from 25% to 50%, effective June 4, 2025 [2] - South Korea's presidential election results show Lee Jae-myung from the Democratic Party winning with a vote share of 49.42%, marking a significant political shift [2] Group 2 - Japan's 10-year government bond auction saw a significant increase in demand, with the bid-to-cover ratio rising from 2.54 to 3.66, indicating strong market interest [3] - China's Caixin Manufacturing PMI for May recorded 48.3, a decline of 2.1 percentage points from April, marking the first drop below the critical point since October 2024 [4][11] Group 3 - The Chinese Ministry of Commerce has initiated the "Service Consumption Season" for 2025, focusing on integrating various sectors to stimulate service consumption [5] - The second "Belt and Road" Science and Technology Exchange Conference is scheduled for June 10-12 in Chengdu, aiming to enhance international cooperation in technology [5] Group 4 - The Shenzhen Stock Exchange has announced a periodic adjustment of index samples, with changes effective from June 16, including the addition of several companies to various indices [6] - The Hong Kong stock market has seen 28 IPOs in 2025, raising a total of 776.8 billion HKD, with expectations for around 80 new listings by year-end [7] Group 5 - NIO reported Q1 2025 revenue of 12.035 billion CNY, up from 9.909 billion CNY year-on-year, with a projected delivery guidance of 72,000 to 75,000 vehicles for Q2 [8] - The Chinese trust industry managed assets worth 29.56 trillion CNY by the end of 2024, reflecting a growth of 23.58% year-on-year [14] Group 6 - The US stock market indices closed higher, with the Dow Jones up 0.51% and the S&P 500 up 0.58%, driven by strong performance in technology stocks [22] - The issuance of bonds by listed companies in China has exceeded 2.41 trillion CNY in 2025, showing an 11.79% year-on-year increase [25]

中信银行设立金融资产投资公司（AIC）有新进展。6月3日晚，该行发布公告称，国家金融监督管理总 局同意该行筹建信银金融资产投资有限公司（以下简称信银金投）。由此，中信银行成为继兴业银行之 后第二家筹建AIC公司获批的股份行。 在中信银行之前，兴业银行筹建兴银金融资产投资有限公司也已经获得监管批复，成为首家"尝鲜"的股 份行。 除了上述两家股份行，招商银行也于5月8日宣布拟出资150亿元，全资发起设立金融资产投资公司，目 前尚待监管部门批复。 股份行发起设立AIC，此前已有政策信号。今年3月5日，国家金融监督管理总局发布《关于进一步扩大 金融资产投资公司股权投资试点的通知》，提出支持符合条件的商业银行发起设立金融资产投资公司。 彼时，我国银行系AIC共有5家，分别是工银投资、农银投资、中银资产、建信投资和交银投资，均为 国有大行于2017年发起设立。国家金融监督管理总局表示，五家大型商业银行设立的金融资产投资公司 通过试点，探索了金融支持科技创新的重要模式。稳妥有序增加参与试点的机构数量，有利于调动更多 资金和资源参与试点，进一步加大对科技创新和民营企业的支持力度。 面临人才储备、资本消耗等挑战 为何股份行纷纷 ...

Macro Dynamics - The Ministry of Industry and Information Technology and four other departments launched the 2025 New Energy Vehicle (NEV) rural promotion campaign, focusing on reliable NEV models suitable for rural areas, enhancing service environments, and promoting consumption in these regions [1] Financial Institutions - CITIC Bank has received approval to establish a financial asset investment company with a registered capital of 10 billion yuan, fully funded by the bank [6] - CITIC Securities has received approval from the China Securities Regulatory Commission to issue up to 15 billion yuan in technology innovation corporate bonds to professional investors [8] -招商证券's board has approved the appointment of Zhu Jiangtao as the company's president [7] Market Data - The Shanghai Composite Index rose by 0.43%, with strong performances in innovative pharmaceuticals and gold concepts, while the automotive sector saw declines [9] - The total margin financing balance in the two markets decreased by 8.185 billion yuan compared to the previous trading day [10] - The Hang Seng Index closed up 1.53%, with significant gains in major banks and electric vehicle manufacturers [11] Company Dynamics - Seres reported that its NEV sales in May 2025 reached 39,982 units, a year-on-year increase of 17.15%, but cumulative sales for the year decreased by 19.64% [13] - Xiaomi's founder Lei Jun announced that the company is developing automotive chips and expects to narrow losses in its automotive business, aiming for profitability by Q3 to Q4 of this year [14]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年5月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中信銀行股份有限公司(「本行」) 呈交日期: 2025年6月3日 I. 法定/註冊股本變動 證券代號 (如上市) 00998 說明 H股 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 14,882,162,977 RMB 1 RMB 14,882,162,977 增加 / 減少 (-) 0 RMB 0 本月底結存 14,882,162,977 RMB 1 RMB 14,882,162,977 證券代號 (如上市) 601998 說明 A股 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 40,762,999,287 RMB 1 RMB 40,762,999,287 增加 / 減少 (-) 0 RMB 0 本月底結存 40,762,999,287 RMB 1 RMB 40,762,999,287 證券代號 (如上市) 360025 說明 境內優先股 第 1 頁 共 11 頁 v 1.1.1 FF301 法定/註冊股份數目 面值 ...

本行董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：601998 证券简称：中信银行 公告编号：临2025-047 中信银行股份有限公司 关于获准筹建金融资产投资公司的公告 中信银行股份有限公司董事会 2025 年 6 月 3 日 近日，本行收到《国家金融监督管理总局关于筹建信银金融资产投资有限公 司的批复》（金复〔2025〕333 号），同意本行筹建信银金融资产投资有限公司 （名称暂定，将以有关监管机构、市场监督管理部门核准的名称为准，以下简称 "信银金投"）。筹建工作完成后，本行将按照有关规定和程序向国家金融监督 管理总局提出开业申请。 信银金投注册资本金拟为人民币 100 亿元，本行以自有资金出资，持股比例 为 100%。设立信银金投，是本行积极响应国家号召，大力支持"科技金融"发 展，做好金融"五篇大文章"的关键举措，有利于本行围绕战略新兴产业、"专 精特新"等重点领域，开展市场化债转股及股权投资业务，发挥股权投资对科创 企业、民营经济支持作用，帮助企业降低杠杆率，进一步推动本行高质量、可持 续发展。 特此公告。 ...

FF301 公司名稱: 中信銀行股份有限公司(「本行」) 呈交日期: 2025年6月3日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年5月31日 狀態: 新提交 致：香港交易及結算所有限公司 FF301 | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | --- | --- | --- | --- | --- | --- | | 上月底結存 | 350,000,000 | RMB | 100 | RMB | 35,000,000,000 | | 增加 / 減少 (-) | 0 | | | RMB | 0 | | 本月底結存 | 350,000,000 | RMB | 100 | RMB | 35,000,000,000 | 本月底法定/註冊股本總額： RMB 90,645,162,264 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

南方财经全媒体记者 吴霜 上海报道 6月3日，A股银行板块涨幅居前，多数成份股飘红，沪农商行、渝农商行、青岛银行、兴业银行、上海 银行等银行涨幅较大。其中，沪农商行早盘股价触及涨停，截至发稿，报9.86元每股，涨幅10.04%，股 价创3年多以来的新高，总市值逼近千亿大关。 随着银行个股股价的上涨，银行转债开始频频发出预警，提示着触发转股的可能。实际上，对于银行来 说，转债转股是一件喜闻乐见的事情。一方面，可以降低银行的融资成本；另一方面，可以补充银行的 核心一级资本充足率。 上海银行就在一季度的业绩发布会指出，推进可转债转股，是该行补充核心一级资本的有效方式，公司 和管理层高度重视市场对公司的关注和评价，持续提升内在价值，推进估值修复。 但是对于债券投资人来说，银行转债的持续转股也会导致其转债投资的优质资产变得更加稀缺。 6月3日整体大盘微涨，银行股大幅领涨。具体来看，截至收盘，上证综指涨0.43%，报3361.98点；科创 50指数涨0.48%，报981.71点；深证成指涨0.16%，报10057.17点；创业板指涨0.48%，报2002.7点。 其中银行板块，除了沪农商行外，今日渝农商行大涨6.76%， ...