国新证券每日晨报-20260302

Domestic Market Overview - The domestic market experienced a mixed performance with the Shanghai Composite Index closing at 4162.88 points, up by 0.39%, while the Shenzhen Component Index closed at 14495.09 points, down by 0.06% [1][4] - Among the 30 sectors tracked, 22 sectors saw gains, with significant increases in non-ferrous metals, steel, and coal, while telecommunications, building materials, and electronics faced the largest declines [1][4] - The total trading volume for the A-share market was approximately 250.55 billion yuan, showing a slight decrease compared to the previous day [1][4] Overseas Market Overview - The three major U.S. stock indices all closed lower, with the Dow Jones down by 1.05%, the S&P 500 down by 0.43%, and the Nasdaq down by 0.92% [2] - Notable declines were observed in major companies such as American Express, which fell nearly 8%, and Goldman Sachs, which dropped over 7% [2] - Chinese concept stocks mostly declined, with notable drops including a more than 11% decrease in Canadian Solar and over 6% in iQIYI [2] Key News Highlights - The Central Political Bureau of the Communist Party of China held a meeting to discuss the draft of the 14th Five-Year Plan and the government work report [3][11] - The Iranian Supreme Leader Ali Khamenei was reported to have been attacked, leading to a national mourning period of 40 days [9][23] - The Ministry of Commerce of China announced adjustments to anti-discrimination measures against Canada, effective from March 1, 2026, to December 31, 2026 [16][17] Economic Data - The preliminary estimate for China's GDP in 2025 is 1401879 billion yuan, reflecting a growth of 5.0% compared to the previous year [21] - The total national income for 2025 is projected to be 1393700 billion yuan, with a growth rate of 5.1% [21] - The population at the end of 2025 is expected to be 140489 million, a decrease of 3.39 million from the previous year [21]