投资前瞻：中国6月PMI数据即将公布

Group 1 - China's June PMI data is set to be released on June 30, with May's manufacturing PMI at 49.5%, up 0.5 percentage points from April, indicating an improvement in manufacturing sentiment. The non-manufacturing business activity index was at 50.3%, down 0.1 percentage points from April, while the composite PMI output index rose to 50.4%, up 0.2 percentage points from April, suggesting overall economic expansion [1]. - The People's Bank of China will have a total of 20,275 billion yuan in reverse repos maturing this week, with specific maturities scheduled from Monday to Friday [2]. - The U.S. Chicago PMI for June will be released on June 30, with May's figure reported at 40.5, below the expected 45.0 and previous value of 44.6 [3]. Group 2 - The European Central Bank's annual forum will take place in Sintra, Portugal, from Monday to Wednesday, focusing on "Adapting to Change: Macroeconomic Transformations and Policy Responses," featuring leaders from major central banks [4]. - The U.S. non-farm payroll data for June will be released on July 3, with expectations for the unemployment rate to remain at 4.2% and job growth to decrease from 139,000 to 129,000 [5]. Group 3 - The 2025 Global Digital Economy Conference will commence on July 2, themed "Building Digital Friendly Cities," aiming to create a platform for cooperation in the digital economy [7]. - The price adjustment window for refined oil is set for July 1 at 24:00, with an expected price increase of 290 yuan per ton, although this is a reduction of 55 yuan per ton from previous estimates [8]. - Shanghai Lego Resort will open on July 5, featuring a tiered ticket pricing system starting at 255 yuan for children and 319 yuan for adults [9]. - Honor's new foldable phone, Magic V5, will be unveiled on July 2, promising to set a new record for thinness in the inward-folding category at 8.8mm [10]. Group 4 - The fourth Solid-State Battery Conference will be held on July 3, followed by the 2025 Electrolyte Innovation Development Forum on July 9, and the 2025 Shanghai International Distributed Energy Storage and Solid-State Battery Conference at the end of July [11]. - Keheng Co. announced a strategic cooperation agreement with Beijing Pure Lithium New Energy Technology, focusing on a full-chain partnership in solid-state lithium-ion battery production [12]. - Huahai Qingke plans to invest up to 500 million yuan in a wafer recycling expansion project in Kunshan, Jiangsu, with an initial capacity of 200,000 pieces per month [13]. - Shijia Photon is planning to acquire a controlling stake in Dongguan Fuke Xima Communications Technology through a combination of stock issuance and cash payment, with the stock suspension expected to last no more than 10 trading days [14]. - Qin'an Co. is also planning to acquire 99% of Yigao Company through a similar method, with stock suspension starting June 30 [15]. Group 5 - A total of 68 companies will have their restricted shares unlocked this week, with a total of 3.165 billion shares, valued at approximately 81.671 billion yuan based on the closing price on June 27 [17]. - The peak unlocking date is June 30, with 32 companies unlocking shares worth a total of 52.169 billion yuan, accounting for 63.88% of the week's total unlocking volume [17]. - The top three companies by unlocking value are Zhong Wurenji (20.02 billion yuan), Dize Pharmaceutical-U (13.272 billion yuan), and Gailun Electronics (6.942 billion yuan) [17]. Group 6 - One new stock is set to be issued this week, with approximately 10 million shares expected to raise 840 million yuan, specifically for Tongyu New Materials on July 1 [21]. - The market sentiment is expected to remain optimistic in the short term, supported by policies and upcoming political meetings, despite pressures from exports and industrial profit declines [24][25]. - The market is anticipated to continue a slight upward trend in July, influenced by easing trade tensions and potential macroeconomic policy enhancements [26].