Wind万得·2025-06-08 22:13Market News - He Lifeng, a member of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, will visit the UK from June 8 to 13, during which he will hold the first meeting of the China-US economic and trade consultation mechanism [2] - The State Council Information Office will hold a press conference on June 10 to discuss policies related to further safeguarding and improving people's livelihoods [3] - The Federal Reserve has entered a quiet period before its upcoming meeting, with expectations that interest rates will remain unchanged this month. The selection of the next Fed Chair is drawing market attention [4] - The Federal Reserve will release the "U.S. Quarterly Financial Accounts Report" soon, with recent data indicating a slowdown in U.S. economic activity and concerns over rising prices due to tariffs [5] Sector Updates - China will implement a visa-free policy for citizens of Saudi Arabia, Oman, Kuwait, and Bahrain from June 9, 2025, to June 8, 2026, achieving full visa exemption coverage for Gulf Cooperation Council (GCC) countries [7] - The "Regulations on Promoting and Managing the Catering Industry" will take effect on June 15, introducing new supportive measures for digital development and local特色餐饮培育 [9] - The "2025 China Marine Economy Development Index" was released, showing a value of 125.2 for 2024, reflecting a 2.3% increase from the previous year, indicating strong momentum in marine economic development [10] - Li Shufu, Chairman of Geely Holding Group, stated that the global automotive industry is facing "serious overcapacity," and the company will not build new production facilities or expand existing ones [11] Individual Stock Events - Zhongying Electronics announced a suspension of trading starting June 9 for up to two trading days due to a planned change in control by its major shareholder [13] - Fala Electronics plans to distribute a cash dividend of 20.0 yuan per 10 shares, with a total cash dividend of 450 million yuan [14] - Fala Electronics reported a net profit of 1.039 billion yuan for the year, a year-on-year increase of 1.48%, with revenue of 4.772 billion yuan, up 22.99% [15] - BYD's spokesperson responded to recent negative media coverage, asserting that the company has been cleared of any wrongdoing following investigations by regulatory authorities [16] - *ST King Kong announced that its major shareholder will transfer a debt of approximately 364 million yuan to Ningbo Hongxuan [17] Lock-up Expiration - A total of 43 companies will have lock-up shares released from June 9 to June 13, amounting to 2.181 billion shares with a total market value of approximately 46.844 billion yuan [19] - The highest lock-up expiration value on June 9 is approximately 20.823 billion yuan, accounting for 44.45% of the total for the week [19] - The top three companies by lock-up expiration value are Dameng Data (10.752 billion yuan), Huahai Qingke (10.400 billion yuan), and Yuneng Technology (3.059 billion yuan) [19] New Stock Calendar - Two new stocks will be available for subscription from June 9 to June 13, with Huazhi Jie starting on June 10 and Xin Henghui on June 11 [23] Market Outlook - CITIC Securities suggests avoiding macro disturbances and returning to industry trends, indicating a potential bull market entry point in the third to fourth quarter [26] - Zhongyuan Securities notes a moderate recovery in the Chinese economy, with consumption and investment as core drivers, and suggests a steady upward trend in the market [27] - Huajin Securities predicts that the A-share market may continue to show a strong upward trend in the short term, supported by positive policy implementations [28][29]