在岸人民币盘中大涨近600点；节后足金饰品报价重回“千元”丨金融早参

Group 1 - China's macroeconomic policies will become more proactive, aiming for a GDP growth target of around 5% by 2025, with a strong start in Q1 2025 showing a 5.4% year-on-year growth [1] - The positive economic outlook is expected to boost market confidence, particularly in sectors closely related to macroeconomic performance such as finance, infrastructure, and consumption [1] - The People's Bank of China and other financial regulatory bodies will introduce a comprehensive financial policy package to stabilize the market and manage expectations [2] Group 2 - The onshore RMB appreciated significantly, rising nearly 600 points to its highest level since November 2024, closing at 7.2169 against the USD, which is seen as a stabilizing factor for the financial market [3] - During the May Day holiday, UnionPay and NetUnion processed 23.439 billion payment transactions amounting to 7.64 trillion yuan, reflecting a year-on-year increase of 20.49% in transaction volume and 3.21% in value [4] - The significant growth in payment transactions from foreign visitors during the holiday indicates a strong recovery in domestic consumption and enhances the attractiveness of China's tourism market [4] Group 3 - Following the May Day holiday, international gold prices surged, with COMEX gold reaching $3,390 per ounce and spot gold surpassing $3,380 per ounce, reflecting increased demand for safe-haven assets amid global economic uncertainties [5] - The rise in gold prices is expected to benefit gold-related companies, enhancing their performance expectations, although it may pressure profit margins for jewelry brands unless they can maintain pricing power [5]