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盘前情报丨险资私募获200亿认购,投向A500指数成份股;事关区块链创新应用,北京发布行动计划
2 1 Shi Ji Jing Ji Bao Dao·2025-04-30 00:39

Market Overview - On April 29, A-shares experienced slight declines, with the Shanghai Composite Index down 0.05%, the Shenzhen Component Index down 0.05%, and the ChiNext Index down 0.13%. The Northbound 50 Index, however, rose by 1.24% [2][3] - The total market turnover was 1,041.7 billion yuan, a decrease of 35 billion yuan from the previous day, with over 3,500 stocks rising [2] Sector Performance - The sectors that saw the highest gains included PEEK materials, beauty care, chemical products, humanoid robots, and agricultural machinery [2] - Conversely, the sectors that experienced the largest declines were electricity, insurance, liquor, port shipping, controllable nuclear fusion, and coal [2] International Market - In the U.S., major stock indices rose on April 29, with the Dow Jones Industrial Average increasing by 300.03 points (0.75%) to close at 40,527.62 points, the S&P 500 up by 32.08 points (0.58%) to 5,560.83 points, and the Nasdaq Composite up by 95.18 points (0.55%) to 17,461.32 points [4][6] - European markets showed mixed results, with the UK FTSE 100 rising by 46.12 points (0.55%) to 8,463.46 points, while the French CAC 40 fell by 17.89 points (0.24%) to 7,555.87 points, and the German DAX rose by 154.16 points (0.69%) to 22,425.83 points [4] Commodity Prices - International oil prices fell on April 29, with WTI crude oil down by $1.63 to $60.42 per barrel (a decrease of 2.63%) and Brent crude down by $1.61 to $64.25 per barrel (a decrease of 2.44%) [4][5] Key Developments - The Hong Kong Stock Exchange and the Hong Kong Securities and Futures Commission are preparing to assist Chinese companies wishing to return to the Hong Kong market, with specific measures to be adjusted based on actual needs [7] - The National Development and Reform Commission and the National Energy Administration have issued rules to relax market price limits in regions with continuous electricity spot market operations [8] - Hainan Province is increasing support for traditional Chinese medicine research and innovation, aiming to promote the development of the pharmaceutical industry [9] - The first "Artificial Intelligence Meteorological Application Service Measures" was released, aiming to promote and regulate the healthy development of AI in meteorology [11] - The National Data Bureau is pushing for market-oriented data element allocation reforms and the synchronization of "AI+" actions [12] - Beijing has released an action plan for blockchain innovation applications, aiming for significant advancements in core technologies by 2027 [14] - Xinhua Insurance announced plans to invest up to 10 billion yuan in a private fund focused on A500 index constituent stocks [15] Industry Insights - The engineering machinery sector is expected to see continued recovery, with strong domestic and export sales reported [16] - The banking sector is viewed positively due to macro policy support and improving fundamentals, despite short-term pressure on interest margins [16] Fund Flow - The automotive parts sector saw a net inflow of 1.273 billion yuan, while the electricity sector experienced a net outflow of 2.289 billion yuan [18] - Among individual stocks, Liou Co. saw a significant net inflow of 8.81 billion yuan, while BYD experienced a net outflow of 4.07 billion yuan [19]