宏观策略周报：2025年陆家嘴论坛召开，“一行两局一会”重磅发声-20250620

Group 1 - The Lujiazui Forum highlighted significant financial policies aimed at enhancing financial openness and high-quality development, including the establishment of a trading report database and a digital RMB international operation center [10][11][12] - The People's Bank of China announced eight major financial policies to support innovation and cross-border trade, which are expected to enhance the efficiency of cross-border payments and expand the scale of international trade [10][11][12] - The China Securities Regulatory Commission introduced the "1+6" policy for the Sci-Tech Innovation Board, which includes the reintroduction of listing standards for unprofitable companies and the expansion of eligible sectors for listing [16][17] Group 2 - The report suggests focusing on investment opportunities driven by policy and industry trends, particularly in sectors such as artificial intelligence, low-altitude economy, humanoid robots, aerospace, and deep-sea technology [3][31] - There is an emphasis on investment opportunities arising from domestic demand expansion, particularly in food and beverage, home appliances, and automotive industries [3][31] - The report highlights the potential for investment in industries benefiting from large-scale debt, particularly companies serving government clients and the infrastructure supply chain [3][31] Group 3 - The report indicates that the financial market's openness and innovation will likely attract foreign investment, enhancing the domestic asset allocation dynamics [3][31] - The establishment of a digital RMB international operation center is expected to promote the application of digital currency in international markets, thereby enhancing China's financial technology landscape [34] - The integration of new technologies in cross-border payments is anticipated to reshape traditional payment systems and improve efficiency [11][34]