Group 1 - The People's Bank of China reported that as of the end of May, the country's gold reserves reached 73.83 million ounces (approximately 2,296.37 tons), marking an increase of 60,000 ounces (about 1.86 tons) month-over-month, representing the seventh consecutive month of gold accumulation [1] - Recent market movements indicate a significant downward adjustment in gold prices, with the largest decline observed in the past month, following the release of non-farm payroll data [3] - Technical analysis suggests that the 60-day moving average is gradually rising, indicating that buying costs are converging, which could lead to a significant price movement in either direction [3] Group 2 - The continuous increase in gold reserves by the central bank is seen as a strong signal for long-term bullish sentiment in the gold market, suggesting that institutional investors are still quietly entering the market [3] - Short-term traders are advised to watch for potential reversal signals, such as long lower shadows on candlestick charts, which could indicate a buying opportunity [3] - The performance of various gold ETFs shows a decline, with several funds experiencing negative returns over the past week, reflecting the broader market trend [4]

上周五美股收涨，标普触及6000点，特斯拉涨超3%；美债收益率和美元走高；白银续涨。 国务院副总理何立峰于6月8-13日访问英国，其间，与美方举行中美经贸磋商机制首次会议。 中国商务部就中重稀土出口管制措施答记者问：实施出口管制符合国际通行做法，已依法批准一 定数量的合规申请。 美国5月非农好于预期，特朗普仍呼吁降息1个百分点，指责鲍威尔让美国"损失惨重"，并称将很 快公布下一任美联储主席人选。 中国央行连续第7个月增持黄金，环比增加6万盎司，增持速度继续放缓。 马斯克"悄悄删帖"，特朗普称"关系已经结束"，警告马斯克若资助民主党将面临"严重后果"。 特斯拉RoboTaxi本周发布！多空激辩：多头看到关键进展，空头质疑规模化路径。 比亚迪李云飞怒骂"又蠢又坏"，吉利杨学良点名"贼喊捉贼"。 提醒：中国周一将公布5月通胀和贸易数据。 ...

| | | | 本周公告拟使用专项贷款回购或增持公司股份的上市公司 | | --- | --- | --- | --- | | 证券简称 | 回购/增持 | 公告时间 | 具体内容 | | 龙佰集团 | 回购 | 6月6日 | 拟5亿元-10亿元回购股份 贷款不超9亿元 | | 京东方A | 回购 | 6月5日 | 收到18亿元股票回购专项贷款承诺 | | 长虹美菱 | 回购 | 6月4日 | 取得不超2.7亿元股票回购专项贷款承诺函 | | 山东路桥 | 回购 | 6月4日 | 取得不超9000万元股票回购专项贷款承诺函 | | 江瀚新材 | 回购 | 6月4日 | 取得不超3.6亿元股票回购专项贷款承诺函 | | 迈威生物 | 回购 | 6月4日 | 董事长提议2500万元-5000万元自有资金和/或股票回购专项贷款回购股份 | | 嘉化能源 | 回购 | 6月3日 | 取得不超5.4亿元股票回购贷款承诺函 | | 固德威 | 回购 | 6月3日 | 拟以1亿元-1.5亿元回购股份 已取得中信银行贷款承诺函 | | 岩山科技 | 回购 | 6月2日 | 拟4000万元-6000万元回购股份 贷款不超500 ...

Company Movements - China National Offshore Oil Corporation (CNOOC) has appointed Zhang Chuanjiang as the new Chairman and Party Secretary of the company [5] - Geely Holding Group's Chairman Li Shufu stated that the global automotive industry is facing serious overcapacity, and Geely will not build new car production facilities to avoid redundant construction [6] - Hong Hao, a well-known strategist, has resigned as CEO of Huafu International (Hong Kong) Financial Holdings Limited and will focus on managing his hedge fund at Lotus Asset Management [6] - HNA Group announced a significant asset acquisition involving the purchase of 100% equity in Hainan Tianyu Flight Training Co., Ltd. for 799 million yuan, which constitutes a major asset restructuring [6] Investment News - A-share listed companies are expanding their repurchase and increase share loan support, with 11 companies including Longbai Group and BOE Technology Group disclosing related information this week [3] - Over 200 listed companies have announced plans for mid-term dividends for 2025, with companies like Gaoxin Development and Upway New Materials leading the announcements [3] - 13 smart wearable concept stocks have been investigated by institutions more than six times this year, with 15 stocks expected to see net profit growth exceeding 20% in the next two years [3] Macro Economy - The Ministry of Commerce reported that discussions between Minister Wang Wentao and European Commissioner Shevchovich regarding the electric vehicle case have progressed significantly, with negotiations entering the final stage [2] - As of May 2025, China's foreign exchange reserves reached 328.53 billion USD, an increase of 3.6 billion USD from April, reflecting a growth rate of 0.11% [2] - The Shenzhen Municipal Government has issued a plan to boost consumption, proposing 39 specific measures to support various sectors including retail and tourism [2] International Dynamics - U.S. President Trump warned that Elon Musk could face serious consequences if he funds Democratic candidates opposing Republican budget proposals, indicating a breakdown in their relationship [7] - The Chinese Consulate in Chicago has lodged a formal protest against the U.S. for politically manipulating the case of two Chinese students accused of smuggling dangerous bacteria [7]

需要注意的是，5月中国继续增加黄金储备。截至5月底，中国的黄金储备达到7383万盎司，较4月底环 比增加6万盎司，这也是中国外汇储备连续7个月增持黄金。 世界黄金协会中国区CEO王立新此前接受本报记者采访时表示，受国际地缘政治风险持续升级、全球保 护主义兴起、全球经济增长风险加大等因素影响，黄金的安全性、高流动性、长期稳健回报率与避险属 性正受到越来越多国家央行的青睐，成为他们推进外汇储备资产多元化配置、实现储备资产长期保值增 值目标的重要组成部分。 咨询机构Metals Focus表示，尽管今年以来黄金价格迭创新高，全球央行在今年仍有望增持1000吨黄金 储备。 面对4月以来全球贸易格局变化与欧美金融市场波动加大，中国外汇储备延续稳健态势。 6月7日，国家外汇管理局（下称"外汇局"）发布最新数据显示，截至5月底，中国外汇储备规模为32853 亿美元，较4月底环比上升36亿美元，这也是外汇储备连续5个月增加。 外汇局表示，2025年5月，受主要经济体财政政策、货币政策和经济增长前景等因素影响，美元指数小 幅震荡，全球金融资产价格涨跌互现。汇率折算和资产价格变化等因素综合作用，令当月外汇储备规模 上升。 在业内 ...

央行数据显示，5月末黄金储备报7383万盎司，环比增加6万盎司，为连续第7个月增持黄金。(智通财 经) ...

央行连续第7个月增持黄金 智通财经6月7日电，央行数据显示，5月末黄金储备报7383万盎司（约2296.37吨），环比增加6万盎司 （约1.86吨），为连续第7个月增持黄金。 ...

年度股东会 截至2025年6月6日收盘，天风证券（601162）报收于3.98元，较上周的3.9元上涨2.05%。本周，天风证 券6月5日盘中最高价报4.03元。6月3日盘中最低价报3.88元。天风证券当前最新总市值344.9亿元，在证 券板块市值排名26/49，在两市A股市值排名396/5148。 本周关注点 公司公告汇总股东增减持 天风证券发布公告，其股东湖北宏泰集团有限公司于2024年7月2日至2025年5月30日间合计增持9196.29 万股，占公司目前总股本的1.0612%，变动期间该股股价上涨77.27%，截止5月30日收盘报3.9元。截至 本公告披露之日，宏泰集团累计增持公司A股股份178,672,135股，增持比例占公司总股本的2.06%，增 持金额约为人民币5.0187亿元（不含税费）。增持后，宏泰集团及其一致行动人合计持有公司股份 2,139,108,367股，占总股本的24.68%。 天风证券全资子公司于2025年5月30日收到与收益相关的政府补贴3256万元，占公司2024年度经审计的 归属于上市公司股东净利润绝对值的109.60%。上述政府补贴预计将对公司利润产生一定的积极影响。 政 ...

Core Viewpoint - Strategy has priced its initial public offering (IPO) of 11,764,700 shares of Series A perpetual Stride preferred stock at a public offering price of $85.00 per share, with a dividend rate of 10.00% [1] Summary by Relevant Sections - **IPO Details** - The IPO is scheduled for June 5, 2025, with the expected completion of the sale on June 10, 2025, subject to customary closing conditions [1] - The net proceeds from the offering are estimated to be approximately $979.7 million after deducting underwriting discounts, commissions, and estimated offering expenses [1] - **Use of Proceeds** - The company plans to utilize the net proceeds for general corporate purposes, including the acquisition of Bitcoin and to supplement working capital [1]

Core Viewpoint - The major shareholder, Shaanxi Yulin Energy Group Huishen Investment Management Co., Ltd., has successfully completed a share buyback plan, acquiring a total of 55,349,051 shares, which represents 1.4760% of the company's total equity, with an investment amount of approximately RMB 498.99 million [1][2][4]. Group 1: Shareholder Buyback Plan - The buyback plan was initiated on March 12, 2025, and was set to last for six months, with a minimum investment of RMB 250 million and a maximum of RMB 500 million [1][3]. - As of May 6, 2025, the major shareholder had already increased its stake by 1% [2]. - The buyback was executed through centralized bidding, and the specific timing of purchases was based on market conditions and stock price fluctuations [3][4]. Group 2: Implementation Results - The total shares acquired during the buyback period amounted to 55,349,051 shares, exceeding the lower limit of the planned investment amount [2][4]. - The shareholder's total holdings increased from 35,534.91 million shares (9.4760% of total equity) to a new total after the buyback [4]. - The buyback plan has been officially completed as of June 5, 2025 [2][4].