财信证券晨会纪要

Market Overview - The report indicates that the A-share market experienced a day of volatility, with the PEEK materials concept stocks rising against the trend [2][6] - As of May 23, the Shanghai Composite Index closed at 3116.39, down 1.33%, while the Shenzhen Component Index closed at 9541.64, down 1.56% [3] Economic Insights - The Bank of Korea maintained its interest rate at 3.5%, aligning with market expectations [10][23] - In the first four months of 2024, major power generation companies in China completed investments of 191.2 billion yuan, a year-on-year increase of 5.2% [25][28] Industry Dynamics - In Guangdong Province, the retail sales of cosmetics grew by 8.2% in the first four months of 2024 [4][30] - The report highlights that the solar power generation capacity reached approximately 670 million kilowatts, marking a 52.4% year-on-year increase [25][30] Company Developments - Bozhong Precision Engineering (688097.SH) announced a draft for its 2024 restricted stock incentive plan, proposing to grant 2.9548 million shares, accounting for 0.66% of the total share capital [48][39] - The controlling shareholder of Laobaixing (603883.SH) has postponed the repurchase of 7.6 million pledged shares for one year [50][40] Investment Trends - The report suggests that the technology sector is poised for rapid development, particularly in areas such as computing power, software, and media applications [8] - The report emphasizes the importance of focusing on high-growth sectors in the upcoming months, particularly in resource sectors and export-oriented industries [18][42]