河南资本市场月报（2025年第6期）-20250707

Economic Performance - In May 2025, Henan's industrial added value increased by 7.4% year-on-year, outperforming the national average by 1.6 percentage points[20] - The retail sales of consumer goods in Henan reached 235.22 billion yuan in May, with a year-on-year growth of 8.5%, accelerating by 0.4 percentage points from the previous month[22] - Fixed asset investment in Henan grew by 6.6% from January to May 2025, showing a 0.2 percentage point acceleration compared to the previous period[22] Market Trends - In June 2025, the Henan Index rose by 5.08%, surpassing the Shanghai Composite Index by 2.90% and the CSI 300 Index by 2.50%[6] - The total market capitalization of A-shares in Henan reached 1,499.68 billion yuan, with a month-on-month growth of 4.35%[6] - The number of A and H shares listed in Henan remained at 138, ranking 12th and 9th nationally, respectively[6] Investment Opportunities - The introduction of supportive policies for technology innovation in the stock market, particularly for AI and aerospace sectors, suggests potential investment opportunities in Henan's listed tech companies[4] - In June, five companies in Henan submitted IPO applications, aiming to raise a total of 5.122 billion yuan[6] Risks - Potential risks include uncertainties from overseas trade policies, economic growth underperformance, and market liquidity risks[4]