Wind风控日报 | 美国将吊销中国学生签证，外交部回应

Macro Insights - The U.S. has decided to revoke student visas for Chinese students linked to the government or studying in key fields, which has been criticized by China's Foreign Ministry as a discriminatory act that harms the rights of Chinese students and disrupts cultural exchanges between the two countries [3] - The U.S. economy shrank by 0.2% in the first quarter, marking the first decline in three years, attributed to the impact of the trade war initiated by former President Trump [29] Financial Alerts - Several banks have begun to withdraw 5-year large-denomination certificates of deposit (CDs) as deposit rates are lowered, indicating a shift in banks' strategies to optimize deposit structures under pressure [35] - The average monthly cancellation of private fund managers has reached nearly 100, reflecting a trend of industry consolidation amid stricter regulations [34] Company Alerts - Li Auto reported a first-quarter adjusted net profit of 1.02 billion yuan, a year-on-year decline of 20%, with revenue of 25.93 billion yuan, a slight increase of 1.1% [16] - *ST Jinkang is set to face mandatory delisting due to significant violations, as determined by the China Securities Regulatory Commission [18] - *ST Modern has accumulated unresolved litigation involving 57.44 million yuan, representing 17.09% of its latest audited net assets [19] - Zhongke Xingtu has been suspended from participating in military procurement activities due to violations, which may impact its operations in the short term [20] - The debt restructuring of Country Garden is facing obstacles as key banks have not yet joined the restructuring agreement [14] Industry Alerts - The EU has initiated an anti-dumping investigation into Chinese tires, which has raised concerns from China's Ministry of Commerce about the negative impact of trade protectionism [38] - The domestic fuel surcharge for air travel will be adjusted starting June 5, with routes under 800 kilometers exempt from the surcharge [37] - IDC has significantly lowered its global smartphone shipment growth forecast for 2025 from 2.6% to 0.6%, citing economic uncertainties and reduced consumer spending [41]