永安期货每日报告-20250610

Market Performance - The Shanghai Composite Index rose by 0.43% to 3399.77 points, while the Shenzhen Component increased by 0.65% and the ChiNext Index gained 1.07%[1] - The Hong Kong Hang Seng Index jumped 1.63% to 24181.43 points, with the Hang Seng Tech Index up 2.78% and the Hang Seng China Enterprises Index rising 1.74%[1] - The total trading volume in Hong Kong reached 245.83 billion HKD[1] US-China Negotiations - US-China trade talks in London are ongoing, with the US indicating a willingness to relax some export controls in exchange for China easing rare earth supply restrictions[7] - The US is reportedly preparing to lift recent restrictions on chip design software, aircraft engine parts, chemicals, and nuclear materials[7] Economic Indicators - In May, Taiwan's exports surged by 39% year-on-year, reaching a record high of 51.74 billion USD, driven by demand for emerging technologies[14] - China's foreign exchange reserves stood at $3285.26 billion in May, showing a slight increase from the previous month[19] Corporate Actions - Tencent Holdings announced a share buyback of 5 billion HKD for 968,000 shares, representing approximately 0.17% of its equity[16] - Midea Group recalled 1.7 million air conditioning units in North America, with minimal impact on profits due to low complaint rates[16]