A股三大指数集体高开，创业板指涨0.15%

Group 1 - A-shares opened higher with the Shanghai Composite Index up 0.01%, Shenzhen Component Index up 0.03%, and ChiNext Index up 0.15% on May 29, 2023 [1] - Consumer electronics and textile manufacturing sectors showed significant gains [1] Group 2 - CITIC Securities predicts a 5% growth in electrolytic aluminum demand in 2024, indicating strong fundamentals that can counteract the decline in real estate consumption [2] - The market is cautious due to concerns over export competition and preemptive aluminum consumption in the photovoltaic sector, yet global electrolytic aluminum remains balanced despite weak consumption [2] - Aluminum prices are expected to withstand weak consumption cycles due to low inventory levels and weak supply elasticity, making the sector attractive for investment [2] Group 3 - CICC sees investment opportunities in leading automotive display and HUD manufacturers as automotive intelligence becomes more prevalent [3] - The penetration rate of HUD products is increasing, with Chinese manufacturers gradually gaining market share [3] - The launch of Xiaomi's YU7 panoramic display system is expected to accelerate the adoption of virtual panoramic displays in the automotive sector [3] Group 4 - Galaxy Securities highlights the importance of cost marginal changes and favorable funding conditions for high-quality pig farming enterprises [4] - It is anticipated that pig prices may show a year-on-year decline in 2025, with stable performance expected within the year [4] - The combination of declining costs and unexpected profit growth makes it essential to focus on high-quality pig farming companies with significant cost marginal changes and good funding conditions [4]