Group 1 - The State Council will hold a press conference on May 7 to discuss a "package of financial policies to support market stability and expectations" [1] - China's GDP grew by 5.4% year-on-year in Q1, indicating a strong start to the year, with plans for more proactive macro policies to achieve a 5% growth target by 2025 [1] - The Politburo meeting in April focused on accelerating the implementation of policies announced during the Two Sessions, particularly regarding special bonds and their usage [1] Group 2 - The securities sector is experiencing a disparity between profitability and valuation expectations, with notable improvements in ROE for Guotai Junan and Haitong due to specific circumstances [2] - The top five firms in the industry by total assets and net profit attributable to shareholders are CITIC Securities, Huatai Securities, Guotai Junan, China Galaxy, and GF Securities, with market shares of 45% and 54% respectively [2] - Companies like Dongfang Caifu and招商证券 have strong customer deposit advantages and high sensitivity to trading performance [3]
继续加码！央行+证监会+金融监管总局，又有重磅发布会将召开
Xuan Gu Bao·2025-05-06 23:30