陆家嘴财经早餐2026年3月13日星期五

Group 1 - The 14th National People's Congress concluded, approving several key documents including the government work report and the 14th Five-Year Plan [3] - The U.S. will initiate new trade investigations against 16 major trading partners, including China, which may lead to new tariffs [3] - Iran's Supreme Leader stated that Iran will not abandon revenge and will continue strategic actions, including blocking the Strait of Hormuz [3] Group 2 - International oil prices surged again, with U.S. oil and Brent oil contracts rising over 10% [4] - The U.S. government plans to issue a temporary exemption for the Jones Act to allow foreign tankers to participate in domestic fuel transport [4] Group 3 - The People's Bank of China plans to implement a moderately loose monetary policy to create a favorable financial environment for economic improvement [5] - The Ministry of Justice will focus on optimizing the business environment and addressing issues like local protectionism and unfair competition [5] - High-tech industry sales revenue in China grew by 16.1% year-on-year in January and February [5] Group 4 - Despite market volatility, Hong Kong-listed companies have shown strong enthusiasm for share buybacks, with over HKD 20 billion repurchased since 2026 [6] Group 5 - A-shares experienced a slight decline, with the Shanghai Composite Index down 0.1% and the Shenzhen Component Index down 0.63% [8] - Hong Kong's Hang Seng Index fell by 0.7%, with coal and automotive sectors performing well [8] Group 6 - The Hong Kong Securities and Futures Commission and the Independent Commission Against Corruption are taking joint action against a case involving bribery and insider trading [9] - Six companies from the Sci-Tech Innovation Board are set to graduate from the "U" label, indicating profitability [9] Group 7 - Li Auto reported a revenue of CNY 28.8 billion for Q4 2025, a year-on-year decline of 35% [9] - The company expects Q1 2026 delivery volumes between 85,000 and 90,000 units, with revenue projected to decrease by 21.3% to 16.7% year-on-year [9] Group 8 - The semiconductor industry is facing a new wave of price increases, with Texas Instruments and NXP notifying customers of price hikes starting April 1 [11] - The Ministry of Industry and Information Technology plans to launch a "millisecond computing" initiative in 50 regions to enhance computing efficiency [11] Group 9 - The first batch of stablecoin issuer licenses in Hong Kong is expected to be announced soon, with Standard Chartered, HSBC, and OSL likely to be included [12] Group 10 - Apple announced plans to celebrate its 50th anniversary but has not disclosed specific activities [14] - Tesla received approval to convert its investment in xAI into shares of SpaceX [14]