SIASUN(SZ:300024) Sou Hu Cai Jing·2025-04-11 01:09Group 1 - MIM (Metal Injection Molding) is an advanced manufacturing technology that produces complex precision parts with high efficiency and low cost, making it a key area supported by the state [1] - China has become the largest MIM market, with current applications primarily in consumer electronics, and the demand for high-precision and complex parts is expected to increase due to advancements in humanoid robots, AI devices, and high-end manufacturing [1] - The MIM process is anticipated to highlight its advantages in the production of precision, complex, and critical components, leading to a potential blue ocean market in these sectors [1] Group 2 - The U.S. CPI growth rate in March was lower than expected, indicating a cooling trend, while the impact of tariffs on inflation was not significant at that time [2] - Despite a 90-day tariff suspension announced by Trump, various tariff measures are still in effect, which may increase the PCE deflator index by approximately 1.2% [2] - The market is currently pricing in a potential for two interest rate cuts by the Federal Reserve this year, with an unclear outlook for U.S. stocks [2] Group 3 - A bullish trend was observed in the A-share market, with a record number of stocks hitting the daily limit up, particularly in the duty-free and cross-border payment sectors [3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.61 trillion, a decrease of 90.1 billion from the previous day [3] - Participants in a simulated stock trading competition expressed interest in sectors like highways, nuclear power, and water supply, while also advising to lock in profits from the recent gains in duty-free and cross-border payment concepts [3]