影响市场重大事件：李成钢表示，中美双方就有关议题建设性地探讨了一些妥善处理双方关注的方案；光刻胶领域，我国取得新突破

Group 1 - The core discussion between China and the US includes topics such as export controls, tariff suspensions, fentanyl cooperation, and trade expansion, leading to a preliminary consensus [1] - The State Council's report emphasizes the need for a moderately loose monetary policy to support economic recovery and enhance financial regulation [2][6] - A breakthrough in photoresist technology has been achieved by a research team at Peking University, which could significantly reduce defects in lithography processes [3] Group 2 - The latest report on state-owned assets reveals that by the end of 2024, the total assets of state-owned enterprises (excluding financial enterprises) amount to 401.7 trillion yuan, with state capital equity at 109.4 trillion yuan [4] - The successful launch of the Gaofen-14 02 satellite enhances capabilities for high-precision imaging and digital terrain mapping [5] - The storage industry is experiencing disruptions, with some manufacturers halting quotes for DRAM and Flash products, impacting the domestic supply chain [10] Group 3 - A Chinese research team presented new clinical data on a transcatheter aortic valve system at a global cardiovascular conference, showcasing innovation and effectiveness in treating aortic valve regurgitation [9] - The Ministry of Science and Technology emphasizes the importance of original innovation and key technology breakthroughs to support China's modernization and technological independence [11]