多家外资机构唱多中国资产；亚朵回应 “枕套事件” ｜南财早新闻

Economic Outlook - Several foreign institutions have raised their economic growth forecasts and stock index targets for China, indicating optimism about the Chinese economy and assets [2] - Morgan Stanley has increased its target for Chinese stock indices, while Goldman Sachs maintains an overweight stance on Chinese stocks due to the strengthening of the RMB against the USD [2] - The positive outlook is supported by improved corporate earnings prospects and relatively low valuations of Chinese assets, enhancing their long-term appeal to global investors [2] Macro Economy - From January to April, the value added of large and medium-sized industrial enterprises in China grew by 8.2% year-on-year, with total operating income reaching 25.8 trillion yuan [3] - The equipment manufacturing and raw materials manufacturing sectors have seen significant demand growth due to technological upgrades, with 28 out of 31 manufacturing categories experiencing growth [3] - The average number of participants in new stock subscriptions (excluding the Sci-Tech Innovation Board and Beijing Stock Exchange) has approached 12 million this year, significantly higher than in 2023 and 2024 [4] Investment News - The People's Bank of China and the Hong Kong Monetary Authority are actively promoting the interconnectivity of rapid payment systems between the two regions, with some services expected to launch mid-year [4] - The trend of mainland companies listing in Hong Kong is gaining momentum, with 28 mainland companies listed on the Hong Kong Stock Exchange this year, raising a total of 561 million HKD in May alone, the highest monthly total since March 2021 [4] - Central state-owned enterprises (SOEs) are shifting from policy advocacy to substantive implementation of market value management, with expectations for improved valuations and market confidence as assessment mechanisms are refined [4][5] Company Movements - Atour Group has issued a statement regarding an incident at its Hangzhou hotel, attributing the issue to a mistake by the laundry supplier, and has temporarily closed the affected store for comprehensive rectification [6] - Zhongying Electronics' controlling shareholder is planning a change in company control, leading to a suspension of its stock [6] - Ruoyuchen's shareholder plans to reduce its stake by up to 4,768,071 shares, not exceeding 3% of the total share capital [7] - Wuliangye has introduced younger-targeted products and plans to accelerate the development of such products based on market conditions [8]