A股晚间热点 | 央行发声！事关金融支持实体经济

Group 1: Monetary Policy and Economic Support - The People's Bank of China emphasizes the need for a moderately loose monetary policy to support effective financing demands in the real economy, focusing on key areas such as technological innovation and consumption [1] - The recent reduction in deposit rates by multiple banks indicates a trend where large-denomination certificates of deposit are losing popularity, with rates expected to enter the "1 era" [3] - The recent drop in the Loan Prime Rate (LPR) by 10 basis points aligns with the central bank's policy rate cut, which is expected to lower financing costs for the real economy [6] Group 2: Technological Development and Market Trends - The Chinese government aims to establish a globally leading IPv6 technology and application system by the end of 2025, targeting 850 million active users and significant growth in IoT connections [2] - The global pet market is projected to exceed $300 billion by 2025, with strong growth in emerging markets, indicating a robust demand for pet-related products and services [12] - The focus on low-altitude economy development is highlighted by the approval of multiple low-altitude flight routes in various regions, indicating a growing sector [12] Group 3: Financial Market Developments - The Ministry of Finance reports a significant increase in securities transaction stamp duty, with a 57.8% year-on-year growth in the first four months of 2025 [5] - The Shanghai Stock Exchange is actively promoting the Sci-Tech Innovation Board to international investors, enhancing understanding and cooperation in the capital market [7] Group 4: Corporate Announcements - Hu Silicon Industry plans to acquire minority stakes in companies for 7.04 billion yuan, with the National Big Fund II becoming a significant shareholder [14] - Mingchen Health intends to repurchase shares worth between 30 million to 50 million yuan, indicating confidence in its stock [14] - Hongjing Technology has signed a service contract for a smart computing project worth 5.97 billion yuan, showcasing growth in the tech sector [14]