Core Viewpoint - The digital economy theme index and related ETFs are experiencing growth, driven by domestic demand for localization in technology sectors due to geopolitical tensions [1][2]. Group 1: Digital Economy Index Performance - As of June 4, 2025, the China Securities Digital Economy Theme Index (931582) increased by 0.89%, with notable gains in constituent stocks such as Nandast (002180) up 4.29% and Runze Technology (300442) up 2.93% [1]. - The Digital Economy ETF (560800) rose by 0.68%, with a latest price of 0.74 yuan and a turnover rate of 1.45%, totaling a transaction volume of 11.07 million yuan [1]. Group 2: Fund Growth Metrics - The Digital Economy ETF saw a significant increase in scale by 8.849 million yuan over the past week, ranking in the top half among comparable funds [2]. - The ETF's share count grew by 2 million shares in the same period, also placing it in the top half of its peers [2]. - Over the last four trading days, the ETF attracted a total of 10.2445 million yuan in inflows [2]. Group 3: Key Holdings in the Index - As of May 30, 2025, the top ten weighted stocks in the China Securities Digital Economy Theme Index accounted for 50.98% of the index, with companies like Dongfang Wealth (300059) and SMIC (688981) leading the list [2]. - The top stocks include Dongfang Wealth (1.69% increase, 8.12% weight), SMIC (0.67% increase, 6.58% weight), and Huichuan Technology (0.11% increase, 5.49% weight) [4].

Group 1 - The Ministry of Commerce is promoting the "Invest in China - Choose Economic Development Zones" brand to attract foreign investment in sectors such as biomedicine and high-end manufacturing [1][2] - The "Work Plan" outlines 16 policy measures aimed at transforming development methods, optimizing economic structures, and expanding high-level opening-up [1][2] - Economic development zones are identified as a priority for foreign trade and investment, serving as a platform for institutional opening [1][2] Group 2 - The "Work Plan" supports the establishment of industrial technology innovation platforms and promotes collaboration between industry and academia [2] - It emphasizes the need for upgrading manufacturing quality and integrating digital and physical industries [2][3] - Measures include optimizing park operation models and enhancing the business environment to improve efficiency for enterprises [2][3] Group 3 - The "Work Plan" includes practical measures to ensure resource supply, such as allowing local governments to allocate land and use special bonds for industrial projects [3] - It encourages innovative development models and the integration of various industrial functions [3] - The Ministry of Commerce will focus on implementing the "Work Plan" and enhancing the investment environment in economic development zones [3] Group 4 - The Ministry of Human Resources and Social Security is optimizing the salary distribution for skilled positions in state-owned enterprises [4][5] - The new policy aims to create a positive interaction between skill enhancement and salary increases [4][5] - It includes establishing a reward system for innovation and improving the wage growth mechanism for skilled workers [6] Group 5 - The Ministry of Industry and Information Technology is promoting the digital transformation of the electronic information manufacturing industry, targeting a CNC rate of over 85% by 2027 [7][8] - The plan aims to establish a robust digital infrastructure and enhance the integration of advanced computing and artificial intelligence in the industry [7][8] Group 6 - Shaanxi Province is implementing four actions to support key industrial chain enterprises, focusing on talent development, employment security, and training integration [9][10] - The province aims to establish high-skill training bases and support enterprises in talent evaluation and promotion [9][10] - Measures include financial support for small and micro enterprises and promoting a dual education system [10][11] Group 7 - Hainan Province is launching ten measures to improve the modern commercial circulation system, focusing on high-quality development in wholesale and retail [12][13] - The plan includes enhancing rural commercial infrastructure and promoting digital transformation in the retail sector [12][13] - Hainan aims to leverage its free trade port policies to attract leading wholesale enterprises and develop new specialized markets [13][14]

每日市场观察 2025 年 6 月 4 日 【今日关注】 周二是六月的第一个交易日，端午节期间外围市场虽有所波动，但 A 股 周二走势较稳，三大股指开盘小幅低开后，全天稳步上涨，收盘三大股 指均小幅收涨，沪指涨 0.43%，深证成指涨 0.16%，创业板指涨 0.48%。 沪深两市成交额超过 1.14 万亿元，量能基本维持前两个交易日的水平， 行业板块涨多跌少，农业、医药、银行、有色、传媒等行业涨幅居前； 细分行业方面，免疫治疗、创新药、培育钻石、数字货币、无人机等板 块热点较为突出，两市上涨股票数量接近 3400 只。 三大股指总体上维持震荡格局，从沪指的 K 线看，前期的调整未跌破 6 0 日均线，短线 K 线组合属于偏强势的氛围，但量能上略显不足；信息 面上，美国近期出台多项对华歧视性限制措施，包括发布 AI 芯片出口 管制指南、停止对华 EDA 的销售、宣布撤销中国留学生签证等，对 A 股 市场还是有一定影响，总体分析，市场继续延续震荡反弹的基调，投资 者操作上优化布局，轻指数，重个股。 近期从市场结构和资金运行的特征分析，在市场的震荡性行情中，更加 突出细分行业的成长亮点。从近期市场的表现看，医药中 ...

投资咨询业务资格：证监许可【2011】1778 号 资讯早班车 资讯早班车-2025-06-04 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250416 | 2025/03 | GDP:不变价:当季同比 | % | 5.40 | 5.40 | 5.30 | | 20250531 | 2025/05 | 制造业 PMI | % | 49.50 | 49.00 | 49.50 | | 20250531 | 2025/05 | 非制造业 PMI:商务活 | % | 50.30 | 50.40 | 51.10 | | | | 动 | | | | | | 20250603 | 2025/05 | 财新 PMI:制造业 | % | 48.30 | 50.40 | 51.70 | | 20250506 | 2025/04 | 财新 PMI:服务业经营 活动指数 | % | 50.70 | 51.90 | 52.50 | | 20250514 | 2025/ ...

Core Viewpoint - The digital economy is emerging as a key driver of global economic growth, characterized by digital industrialization, industrial digitization, and digital trade, reshaping industrial structures and enhancing economic efficiency [1] Group 1: Digital Economy Foundation in Hainan - Hainan has favorable conditions for digital economy development, including policy incentives like data cross-border flow trials and low tax rates [2] - The establishment of digital economy industrial clusters, such as the Haikou Revitalization Internet Information Industry Park, has begun to form competitive industry chains in areas like blockchain and smart tourism [2] - Hainan is actively engaging in international cooperation to enhance data flow, technology collaboration, and trade innovation, positioning itself as a significant player in the global digital economy [2] Group 2: Strategies for Digital Economy Development - Promoting the marketization of data elements is essential, including establishing an international data trading center and developing data asset trading mechanisms [3] - Enhancing digital infrastructure, such as 5G and cloud computing, is crucial for Hainan to become an international data hub [4] - Encouraging digital financial innovation through the application of blockchain technology and exploring digital currency in international trade can foster integration with the real economy [5] Group 3: Digital Transformation of Traditional Industries - Hainan aims to digitize traditional industries like tourism and agriculture, utilizing technologies such as AI and IoT to improve operational efficiency and market competitiveness [6] - The development of smart tourism and agricultural practices, including blockchain for product traceability, is a focus area for enhancing industry competitiveness [6] Group 4: Institutional Framework and Business Environment - Establishing a comprehensive digital economy regulatory framework is necessary to optimize the business environment, including data governance and intellectual property protection [7] - Strengthening international cooperation and aligning with global standards can enhance Hainan's influence in the global digital economy governance system [7]

Group 1 - Employment is a key focus of current economic work in China, with the number of employed certified disabled individuals reaching 9.144 million, an increase of 512,000 in one year, driven by the development of the digital economy [1][2] - The digital economy in China has surpassed 50 trillion yuan, ranking second in the world, providing new opportunities for disabled individuals to enhance their employment capabilities and integrate better into society [2] - Various vocational training activities for disabled individuals have been organized, covering skills such as short video planning and editing, which have helped participants gain confidence and improve their job prospects [2] Group 2 - The Ministry of Human Resources and Social Security emphasizes the importance of assisting disabled individuals and other disadvantaged groups in employment, implementing "one-on-one" support to ensure zero-employment households among disabled individuals are addressed [2]

Group 1 - The Guangdong Provincial Government will host the "2025 China (Guangdong) - ASEAN Trade Promotion and Supply Chain Cooperation Mechanism Construction Exchange Conference" on June 10, 2025, in Guangzhou, with an expected attendance of approximately 600 participants, marking it as one of the highest-level international conferences between Guangdong and ASEAN in recent years [1] - The Guangdong Provincial Council for the Promotion of International Trade has launched the "Yue Lian ASEAN" WeChat mini-program to provide a "one-stop" service for enterprises looking to enter ASEAN markets, facilitating trade and supply chain cooperation information exchange [2] - The conference will announce the establishment of five supply chain cooperation alliances focusing on advanced manufacturing, green agriculture, and international trade chains, aiming for precise industry segmentation and collaboration [2] Group 2 - The conference will officially release the "RCEP Country Investment Legal Guide" series, including editions for Indonesia, Thailand, and Vietnam, aimed at helping enterprises navigate legal barriers when expanding into ASEAN markets [3] - Each country's investment legal guide will cover the entire process and key regulations related to overseas investment, including compliance guidelines, foreign investment admission rules, and dispute resolution mechanisms [3] Group 3 - A parallel meeting, the "China (Guangdong) - ASEAN Cross-Border E-Commerce Cooperation Exchange Conference," will focus on enhancing cooperation in digital economy, cross-border e-commerce platforms, logistics, and supply chains [4] - The conference will initiate the "China (Guangdong) - ASEAN Cross-Border E-Commerce Strategic Cooperation Launch Action," collaborating with various ASEAN e-commerce associations to build a cooperative ecosystem to address global e-commerce market challenges [4]

Group 1 - The core viewpoint emphasizes the importance of a collaborative approach in intellectual property (IP) management to effectively address challenges and enhance innovation [1][2][3] - The recent signing of cross-regional IP protection cooperation agreements among major ceramic production areas illustrates a proactive strategy to empower industry upgrades through collaborative IP protection [1][2] - The "2025 Intellectual Property Strong Country Construction Promotion Plan" outlines 118 key tasks aimed at enhancing the systematic, holistic, and coordinated nature of IP protection in response to new technologies and industries [2][4] Group 2 - The plan highlights the need to explore and establish IP protection rules for emerging fields such as big data, artificial intelligence, and blockchain, ensuring that IP protection aligns with contemporary demands [3][4] - The establishment of national-level IP protection centers and rapid rights protection centers aims to improve regulatory efficiency and provide comprehensive services for innovation entities [4] - The long-term goal of building a strong IP nation is to ensure that the IP system plays a crucial role in safeguarding innovation and supporting high-quality development [4]

Group 1 - Guangzhou City is launching the "City Partners" initiative, aiming to find partners that align with its urban brand, leveraging the opportunity presented by the 15th National Games and the Special Olympics [2] - A strategic cooperation framework agreement has been signed between Guangzhou Municipal Government and JD Group, focusing on industrial upgrading and digital economy development [2] - The collaboration will include the planning and construction of JD's innovative supply chain operation base in Guangzhou, as well as support for public REITs issuance for JD's logistics and industrial infrastructure projects [2] Group 2 - JD Group will assist in the digital transformation of supply chains for industrial enterprises in Guangzhou and promote smart procurement solutions [2] - The partnership will enhance cooperation in the data industry, establishing an "actual data integration" innovation demonstration platform [2] - Joint projects will include the demonstration application of unmanned delivery vehicles, the development of diverse commercial scenarios, and support for health management systems and smart healthcare initiatives [2][3]

稳定币跨境支付，巩固香港国际金融中心地位 跨境支付作为稳定币的主要应用场景之一，更是艾德金融与合作伙伴重点布局的方向。传统跨境支付流程繁琐且 成本高昂，稳定币凭借区块链技术的去中心化和实时结算特性，有效缩短交易时间，降低汇率波动风险，提升跨 境资金流动的便利性。艾德金融积极探索以不同方式服务跨境支付生态，助力香港巩固亚洲国际金融中心地位。 随着香港立法会于2025年5月正式通过《稳定币条例草案》，香港虚拟资产监管体系迈入新阶段。作为业界重要参 与者，艾德金融积极与多家业界领先伙伴展开合作，聚焦探索稳定币在不同场景的核心应用，致力推动数字货币 生态系统的创新与全球化发展。 稳定币连接传统金融与数字经济 稳定币作为锚定法定货币的数字资产，凭借价格稳定和高流动性特点，成为连接传统金融与数字经济的重要桥 梁。香港近日通过的《稳定币条例》明确列出稳定币发行人的发牌要求，规范资产储备、赎回安排、风险管理及 反洗钱措施，为市场提供了稳健的监管框架，保障投资者权益。 探索结算场景，提升交易效率与透明度 在此背景下，艾德金融与业界合作伙伴积极合作，探索稳定币的不同应用，包括结算场景：利用区块链技术实现 实时资金流转和提高透明度 ...