晨会纪要：开源晨会-20250603

Group 1: Macro Economic Insights - The domestic macroeconomic policy emphasizes scientific, democratic, and legal decision-making for the "14th Five-Year Plan" [3] - Recent policies focus on accelerating the development of the technology service industry and digital transformation in electronic information manufacturing [3][4] - The central bank aims to implement a moderately loose monetary policy to support effective financing needs of the real economy [3] Group 2: Industry Trends - The beauty and personal care sector is experiencing a rise in interest, particularly in oral beauty products and the "scent economy" [25][27] - The global潮牌 (trendy brand) market is projected to exceed 1 trillion yuan, with significant growth in the Chinese market expected [26] - The light curing agent market is expected to improve, with a projected growth in demand due to tightening environmental policies and advancements in light curing technology [30][33] Group 3: Market Performance - The social service sector outperformed the broader market, with a notable increase in domestic travel during the Dragon Boat Festival [28] - The A-share market showed a mixed performance, with the Shanghai Composite Index and the Shenzhen Component Index experiencing slight declines [7] - The bond market is currently in a low volatility phase, with a notable decrease in trading volumes [13][17] Group 4: Investment Recommendations - Recommended stocks in the tourism sector include Changbai Mountain and in the education sector include Good Future and Kede Education [28] - The light curing agent industry is suggested as a potential investment opportunity, with key players like Jiu Ri New Material and Qiangli New Material highlighted [33]