宏信证券每日信息速递

Group 1 - The announcement from Kaimete Gas indicates that the Anqing Kaimete Gas facility will undergo scheduled maintenance starting June 8, 2024, for an estimated duration of 15 days [1] - In the first five months of 2024, China's general trade imports and exports reached 11.4 trillion yuan, marking a 5.6% increase, with exports at 6.56 trillion yuan (up 7.9%) and imports at 4.84 trillion yuan (up 2.7%) [2] - The processing trade saw a total of 3.02 trillion yuan in imports and exports, a 1.6% increase, with exports declining by 2.3% to 1.91 trillion yuan, while imports rose by 9.1% to 1.11 trillion yuan [2] Group 2 - The efficiency of the synthetic ammonia industry has reached internationally advanced levels, with significant improvements in the consumption of green electricity and green hydrogen [3] - The National Development and Reform Commission announced that by the end of 2025, the national crude oil processing capacity will be controlled within 1 billion tons [3] - The steel industry aims to reduce energy consumption per unit product by over 1% for blast furnaces and converters, and by over 2% for electric arc furnaces by the end of 2025 [4] Group 3 - In the first four months of 2024, China's service trade continued to grow rapidly, with a total import and export value of 2.43 trillion yuan, reflecting a year-on-year increase of 16.8% [5] - The travel service sector experienced significant growth, with imports and exports reaching 660 billion yuan, a 48.6% increase, making it the largest segment of service trade [5] - The automotive parts import value in April 2024 saw both month-on-month and year-on-year growth, reaching 2.59 billion USD, with a month-on-month increase of 9.2% and a year-on-year increase of 19.2% [9] Group 4 - In the first five months of 2024, China's total goods trade reached 17.5 trillion yuan, a year-on-year increase of 6.3%, with exports at 9.95 trillion yuan (up 6.1%) and imports at 7.55 trillion yuan (up 6.4%) [17] - The trade surplus expanded by 5.2% to 2.4 trillion yuan during the same period [17] - The import of major bulk commodities such as iron ore, coal, natural gas, and soybeans increased, with iron ore imports rising by 7% to 514 million tons [25]