5月29日|财经简报

Group 1: A-Share Market Dynamics - The A-share market suggests maintaining a dual allocation in technology and consumption sectors, with technology growth (e.g., Zhongke Shuguang, Beifang Huachuang) and consumption recovery (e.g., Midea Group, Aimeike) outperforming the market, while trading volume remains below 1.1 trillion yuan, limiting rebound potential [2] - The China Banking and Insurance Regulatory Commission plans to approve a 60 billion yuan pilot for long-term insurance investments, increasing the total scale to 222 billion yuan, with new participation from small and medium-sized insurance companies to reduce market volatility [2] - The China Securities Regulatory Commission is intensifying regulation to strictly punish illegal share reduction behaviors, particularly those that disrupt market order [3] Group 2: Sector Performance - The pesticide sector surged due to an explosion at Shandong Youdao Chemical, leading to the world's largest chlorantraniliprole producer halting production, resulting in an 80% global supply shortage, causing A-share pesticide stocks (e.g., Zhongqi Co., Zhongnong United) to hit the daily limit [4] - The new consumption concept is active, with Hong Kong's "three golden flowers" (Pop Mart, Mixue Ice City, Laopu Gold) surpassing a total market value of 640 billion HKD, while A-share consumption stocks are boosted by policy stimuli (e.g., Henan consumption stimulus plan) and the anticipation of the 618 e-commerce promotion [4] - The robotics industry chain is experiencing a boom, with Honor announcing its entry into the robotics business, showcasing a robot capable of running at 4m/s, and DJI's sweeping robot expected to be mass-produced and released in June [4] Group 3: International Finance and Policy - The Federal Reserve's May meeting minutes reveal concerns among officials about tariffs exacerbating inflation, indicating a challenging balance between rising inflation and unemployment rates, leading to cautious interest rate cut expectations [5] - OPEC+ has decided to extend its oil production cut agreement until the end of 2026, with a potential increase of 411,000 barrels per day in July, putting downward pressure on international oil prices by 1% [5] Group 4: Technology and Industrial Innovation - Akool has launched the world's first real-time AI video generation camera, supporting multilingual translation and virtual digital human generation with a delay of only 500 milliseconds [7] - The release of the group standard for solid-state batteries, titled "Method for Determining All-Solid-State Batteries," aims to promote technological standards and industry upgrades, reshaping the market competition landscape [8] - The expected addition of 280 million kilowatts of wind and solar power generation capacity in 2025 indicates a continuous enhancement of renewable energy supply capabilities [9] Group 5: Other Significant Events - The gold market is experiencing fluctuations due to the Federal Reserve's policy divergence and tariff negotiations, with Goldman Sachs predicting that central bank gold purchases may drive prices up to 4,000 USD per ounce [10] - The Trump administration's supportive signals for cryptocurrency policies have boosted market activity ahead of the Bitcoin 2025 conference, although there are concerns about contract expiration risks [10] - The State Council is gradually lifting restrictions on the purchase of new energy vehicles, promoting energy-saving and carbon reduction actions, with a target for non-fossil energy consumption to reach 20% by 2025 [10]