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永安期货-0.43%报3361.98点,深证成指涨饰维持强势,汽车整车行业整体震荡
Yong An Qi Huo·2025-06-04 11:52
  1. Market Performance A - Share Market - The Shanghai Composite Index rose 0.43% to 3361.98 points, the Shenzhen Component Index rose 0.16%, and the Chi - Next Index rose 0.48%. Jewelry and jewelry maintained their strength, while the overall performance of the automobile manufacturing industry was mediocre, showing a divergence from the Hong Kong stock market [1]. Hong Kong Stock Market - The Hang Seng Index closed up 1.53% at 23512.49 points, the Hang Seng Tech Index rose 1.08%, and the Hang Seng China Enterprises Index rose 1.92%. Automobile and bank stocks led the rebound, with a total market turnover of HK$203.681 billion [1]. Overseas Markets - European stock markets closed higher. In the US, the Dow Jones Industrial Average rose 0.51%, the S&P 500 Index rose 0.58% to 5970.37 points, and the Nasdaq Composite Index rose 0.81% [1]. 2. Macroeconomic News US Labor Market - In April, US job openings unexpectedly increased significantly, with recruitment activities accelerating, indicating a still - robust labor demand. Job openings rose from a revised 7.2 million in March to 7.39 million, higher than the expected median of 7.1 million. The increase was mainly in the private sector, such as professional and business services, and healthcare and social assistance. Although there were fewer openings in state and local education, federal government job openings increased. However, economists expect the labor market to weaken more significantly in the coming months under the impact of Trump's tariff policies [12]. US Steel and Aluminum Tariffs - US President Donald Trump signed an order on Tuesday to raise steel and aluminum tariffs from 25% to 50% starting from June 4, aiming to help domestic manufacturers. The tariff on steel and aluminum imported from the UK will remain at 25%. This move intensifies trade tensions [8][12]. South Korean Presidential Election - South Korean opposition candidate Lee Jae - myung won the presidential election, with about 48.8% of the votes, while ruling - party candidate Kim Min - soo got 42.0%. This election is seen as a referendum on the failure of former President Yoon Suk - yeol's martial - law order. Lee Jae - myung faces challenges in uniting the divided country and restoring economic growth [12]. 3. Corporate News IPO News - Yisw Compute, a leading RISC - V chip company, submitted a prospectus to the Hong Kong Stock Exchange on May 30. It has completed four rounds of financing in five years, with a total scale of over RMB 9 billion. Its listing is expected to inject new impetus into China's semiconductor industry [10]. Corporate Actions - China Ping An plans to issue zero - coupon convertible bonds worth HK$1.1765 billion, maturing in 2030, with an initial conversion price of HK$55.02 per H - share [14]. - Midea Group has repurchased about 12.1888 million A - shares for about RMB 899 million as of May 31 [14]. - CITIC Bank has been approved to establish CITIC Financial Asset Investment, with a proposed registered capital of RMB 10 billion [14]. - COSCO SHIPPING Holdings has cancelled about 144 million repurchased shares, and its controlling shareholder's shareholding has increased to over 45% [14]. - Haier Smart Home repurchased about 6.3642 million A - shares in May for about RMB 164 million [14]. - China Biopharmaceutical announced the results of a Phase III clinical study of Bemosu - bam injection at the 2025 ASCO Annual Meeting, showing significant efficacy [14]. - China Railway Group plans to issue up to RMB 3 billion in science - and - technology innovation bonds to repay debts [14]. - China National Building Material issued RMB 1.3 billion in science - and - technology innovation bonds, with different interest rates for different varieties [14]. - Tencent Holdings reduced its stake in Jingtai Holdings by over 28.42 million shares, with its shareholding dropping to 5.93% [14]. - Galectin Therapeutics' acne drug Dinifasstat's Phase III clinical trial reached all endpoints, showing significant efficacy and good safety [14]. 4. Dividend and Rights - Issue Information Dividend Information - Some companies such as Yue Yun Transportation will pay dividends, while many others, including Tsim Sha Tsui Properties, will not pay dividends [15][16]. Rights - Issue Information - Some companies like Lvji Technology have rights - issue plans [16]. 5. Stock Performance Ranking Top Gainers - Huayin International Holdings, WANMA HOLDINGS, and Dingyifeng Holdings had significant increases on June 4, 2025 [22]. US Stocks - NVIDIA, Intel, and Adobe showed different performance trends, with some rising and some falling [24]. Chinese A - Shares - Stocks such as Microcore Biotech, Feile Audio, and Shanghai Rural Commercial Bank had significant increases, while some like Kweichow Moutai had slight declines [26][27].