创两个月最大涨幅，人民币升值或继续助推资产重估

Industry Insights - The appreciation of the RMB is expected to lead to a revaluation of Chinese assets, with the stock market likely to maintain a bullish atmosphere due to marginal economic stabilization and relatively loose liquidity [1] - Industries such as transportation, non-ferrous metals, petrochemicals, machinery, home appliances, electronics, and power equipment are anticipated to benefit from the appreciation of the RMB, considering factors like exchange gains and losses, foreign currency liabilities, northbound holdings, and raw material imports [1] - For industries like aviation and papermaking, where many products are settled in foreign currencies, the appreciation of the RMB will reduce costs and enhance profits [1] Company Highlights - Shanying International is recognized for its leading position in the paper and packaging printing sectors in China [1] - Huaxia Airlines is identified as an independent private airline company that focuses on regional transportation [1]