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盘前情报丨中办、国办印发《关于健全资源环境要素市场化配置体系的意见》;美国上诉法院暂时恢复实施特朗普政府关税政策
2 1 Shi Ji Jing Ji Bao Dao·2025-05-30 00:40

Market Performance - On May 29, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index up 0.70%, the Shenzhen Component Index up 1.24%, and the ChiNext Index up 1.37% [2][3] - The total market turnover reached 1213.4 billion yuan, an increase of 179.5 billion yuan compared to the previous day, with over 4400 stocks rising [2] - Leading sectors included autonomous driving, innovative pharmaceuticals, and mobile payments, while precious metals and food sectors experienced declines [2] International Market Overview - The New York stock market indices rose on May 29, with the Dow Jones Industrial Average up 0.28%, the S&P 500 up 0.40%, and the Nasdaq Composite up 0.39% [3] - In contrast, European indices fell, with the FTSE 100 down 0.11%, the CAC 40 down 0.11%, and the DAX down 0.44% [3] Oil Prices - International oil prices declined on May 29, with light crude oil futures for July delivery down $0.90 to $60.94 per barrel, a decrease of 1.46%, and Brent crude down $0.75 to $64.15 per barrel, a decrease of 1.16% [4] Trade Relations and Policies - The Chinese Ministry of Commerce urged the U.S. to stop discriminatory restrictions against China, emphasizing the need to maintain the consensus reached in the Geneva high-level talks [6][7] - The Ministry also called for the complete removal of unilateral tariffs imposed by the U.S., highlighting the negative impact of such measures on international trade and domestic economic stability [7][10] Industry Insights - According to CICC, the micro-cap style may show diminishing advantages but still presents structural opportunities, with ongoing support for small and micro enterprises from policy measures [11] - Huatai Securities noted that tariffs and high interest rates may lead to tightening effects on the U.S. economy, suggesting a cautious outlook for U.S. stocks in the short term [11] - CITIC Securities highlighted the integration of AI and robotics as a significant trend, with Chinese companies positioned well within the global supply chain [11] Key Announcements - The Chinese government issued guidelines to enhance the market-oriented allocation of resource and environmental factors by 2027, aiming to improve trading systems for carbon emissions and water rights [5] - The domestic fuel surcharge for air travel will be adjusted starting June 5, with routes under 800 kilometers exempt from the surcharge, which is expected to positively impact domestic travel prices [9]