国新证券每日晨报-20250528

Domestic Market Overview - The domestic market experienced a pullback after a brief rise, with the Shanghai Composite Index closing at 3340.69 points, down 0.18% [1][4] - The Shenzhen Component Index closed at 10029.11 points, down 0.61%, while the ChiNext Index fell by 0.68% [1][4] - A total of 12 out of 30 sectors in the CITIC index saw gains, with retail, pharmaceuticals, and textiles leading the increases, while non-ferrous metals, electronics, and automotive sectors faced significant declines [1][4] Overseas Market Overview - All three major U.S. stock indices closed higher, with the Dow Jones up 1.78%, the S&P 500 rising by 2.05%, and the Nasdaq increasing by 2.47% [2][4] - The index of the seven major U.S. technology companies rose by 2.9%, with Tesla gaining nearly 7% and Google increasing over 2% [2][4] - Chinese concept stocks showed mixed results, with Pinduoduo dropping over 13% [2][4] Key Economic Data - In April, profits of industrial enterprises above designated size in China grew by 1.4% year-on-year, with total profits amounting to 21170.2 billion yuan [17] - State-owned enterprises reported a profit decline of 4.4%, while private enterprises saw a profit increase of 4.3% [17] Policy Developments - The Ministry of Industry and Information Technology, along with other departments, issued a plan for the digital transformation of the electronic information manufacturing industry, aiming for significant advancements by 2027 and 2030 [14] - A new work plan was released to deepen reforms in national economic and technological development zones, proposing 16 policy measures to enhance high-level opening-up and quality development [15][16]