每日投资策略：关税冲突有望缓和，恒指稳步向好-20250415

Group 1: Market Overview - The report indicates that the Hang Seng Index (HSI) has shown a significant recovery, rising over 500 points after five consecutive weeks of decline, attributed to easing trade tensions and strong export performance from mainland China [3][6]. - The HSI opened high at 21,363 points, reaching a peak of 21,517 points during the day, ultimately closing at 21,417 points, reflecting a 2.4% increase [3]. - The total market turnover for the day was approximately 253.39 billion HKD [3]. Group 2: Economic Indicators - Mainland China's exports in March increased by 12.4% year-on-year, significantly surpassing market expectations of a 4.6% increase, while imports fell by 4.3% [6]. - The total value of imports and exports in March was 525.18 billion USD, with a trade surplus of 102.64 billion USD [6]. - For the first quarter, the total value of imports and exports was 1.43 trillion USD, with exports growing by 5.8% and imports declining by 7% [6]. Group 3: Company News - Pop Mart (09992) announced a comprehensive upgrade of its organizational structure to support its global strategy, with plans to establish regional headquarters in Greater China, the Americas, Asia-Pacific, and Europe [11]. - China State Construction Industry (00830) reported a slight increase in operating profit of 0.19% for the first quarter, with revenue rising by 2.99% [12]. - Dongfang Securities (03958) revealed a significant increase in net profit of 62.08% for the first quarter, driven by growth in its proprietary trading and wealth management businesses [13].