证券时报·2025-05-06 00:20Key Points - The article discusses the recent developments in the stock market, including the upcoming implementation of new securities codes for pilot stocks on the Beijing Stock Exchange, set to launch on May 6, 2025 [4] - It highlights the significant growth in new energy vehicle deliveries in April, with companies like NIO, Xpeng, and Li Auto showing substantial year-on-year increases [5] - The article also covers the performance of major companies such as Berkshire Hathaway and Apple, noting a decline in Berkshire's net profit and a slight increase in Apple's revenue [10] Group 1: Stock Market Developments - The Beijing Stock Exchange is preparing to implement new securities codes for pilot stocks, with six companies including YingTai Bio and Airoin Software participating in the trial [4] - The Hong Kong Monetary Authority intervened in the currency market by purchasing USD to defend the Hong Kong dollar's peg, marking its first intervention since 2020 [3] Group 2: Economic Indicators - The U.S. economy experienced its first contraction since 2022 in Q1, with a GDP decline of 0.3%, attributed to increased imports and reduced consumer spending [7] - The U.S. non-farm payrolls increased by 177,000 in April, exceeding market expectations, while the unemployment rate remained stable at 4.2% [7] Group 3: Company Performance - Berkshire Hathaway reported a net profit of $4.603 billion in Q1, a 64% decrease from the previous year, with revenues slightly down to $89.725 billion [10] - Apple Inc. reported a 5% increase in Q2 revenue to $95.359 billion, with a net profit rise of 4.84% to $24.780 billion, despite concerns over potential cost increases due to tariffs [10] Group 4: Industry Trends - New energy vehicle manufacturers showed significant growth in April, with Xpeng delivering 35,045 vehicles (up 273%) and Li Auto delivering 33,939 vehicles (up 31.6%) [5] - The Shenzhen Stock Exchange is optimizing the ChiNext index by introducing an ESG negative exclusion mechanism and a weight limit for individual stocks [5]