Core Viewpoint - The Bank of Japan Governor Kazuo Ueda stated that the Japanese economy is currently in a phase of moderate recovery, although there are still some signs of weakness [1] Economic Outlook - The Japanese economy is experiencing a moderate recovery phase [1] - There are indications of some weakness within the economy [1]

日本央行：日本经济正呈温和复苏，尽管仍存在一些疲弱迹象。 ...

美国财政部：鉴于自俄罗斯全面侵犯乌克兰以来，美国人民为乌克兰的防务提供了重要的财政和物质支 持，这一经济伙伴关系使我们两国能够合作并共同投资，以确保我们共同的资产、人才和能力能够加速 乌克兰的经济复苏。 ...

美国总统特朗普置评美国经济：经济复苏将需要一段时间，请保持耐心。 ...

业务咨询 瑞达期货研究院 「2025.4.30」 股指期货周报 作者：廖宏斌 期货从业资格号F30825507 期货投资咨询证号：Z0020723 联系电话：4008-8787-66 添加客服 关 注 我 们 获 取 更 多 资 讯 目录 1、行情回顾 2、消息面概览 3、周度市场数据 4、行情展望与策略 1、行情回顾 2020.06.30 厦门 「行情回顾」 「摘要」 • 周度观点：A股主要指数本周窄幅震荡，三大指数涨跌不一。四期指表现分化，中小盘股强 于大盘蓝筹股。本周，据中国官方PMI数据，国内经济受外部环境冲击呈现"制造业短期承 压、非制造业韧性支撑"的特征，但经济复苏态势不变。此外，受假期不确定性影响，市场 情绪相对谨慎。本周，市场成交活跃度与上周基本一致，成交金额维持在1万亿元左右。 2 来源：瑞达期货研究院 | 期货 | 合约名称 | 周涨跌幅% | 周三涨跌幅% | 收盘价 | | --- | --- | --- | --- | --- | | | IF2506 | -0.60 | -0.17 | 3752.00 | | | IH2506 | -0.67 | -0.48 | 2627.20 | ...

根据德国联邦统计局当地时间4月30日发布的初步数据，德国今年第一季度国内生产总值实现了0.2%的 小幅回升。然而，多位经济专家对全年走势发出警告，称德国经济复苏前景依然严峻，甚至可能在夏季 再度陷入萎缩。(央视新闻) ...

21世纪经济报道记者赖镇桃广州报道 坚决"不跪"美国的加拿大总理卡尼，带领自由党赢得了加拿大大选。 据央视新闻，当地时间4月29日凌晨，领导加拿大自由党在加拿大第45届联邦选举中取胜的加现任总理 马克·卡尼发表讲话，宣布选举获胜。 今年1月，时任总理特鲁多的民调支持率跌至低谷，黯然离场，3月9日，"政治素人"卡尼以压倒性优势 当选自由党新领导人，随后宣布解散议会提前大选。如今自由党赢得联邦众议院选举，卡尼作为议会第 一大党的领导人，预计将受到加拿大总督的邀请，出任下一任加拿大总理并组建新政府。 在胜选演讲中，卡尼表示，加拿大如今再次站在历史的转折点上，加拿大一直依赖的二战后体系的阶段 现已终结。他强调，自己将与美国总统特朗普就两个主权独立的国家之间的关系进行沟通。 面对昔日传统盟友朝自己挥起"关税大棒"，卡尼掌舵的加拿大新政府将会如何重构加美关系、带领加拿 大走出经济低迷的泥潭？ 带领自由党"逆风翻盘" 当地时间4月28日，加拿大联邦选举迎来投票日，此次大选被认为是加拿大历史上最具影响力的选举之 一。 据央视新闻报道，此次大选民众投票热情高涨，提前投票率创下历史新高。加拿大选举局称，复活节长 周末期间已有73 ...

国泰海通（601211） 2025 年一季报点评：并表海通，各主营业务 增速可观，带动扣非净利润同比增长 61% 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 36,141 | 43,397 | 67,415 | 76,533 | 83,556 | | 同比（%） | 1.89% | 20.08% | 55.35% | 13.52% | 9.18% | | 归母净利润（百万元） | 9,374 | 13,024 | 26,866 | 28,047 | 32,633 | | 同比（%） | -18.54% | 38.94% | 106.28% | 4.39% | 16.35% | | EPS-最新摊薄（元/股） | 1.05 | 1.39 | 1.52 | 1.59 | 1.85 | | P/E（现价&最新摊薄） | 13.36 | 10.12 | 9.23 | 8.84 | 7.60 | 证券研究报告·公司点评 ...

Group 1: Financial Performance - In Q1 2025, the company achieved operating revenue of 4.71 billion yuan, a year-on-year increase of 9.6% [1] - The net profit attributable to shareholders was 2.31 billion yuan, up 7.0% year-on-year, with an EPS of 0.25 yuan and ROE of 1.9%, remaining stable year-on-year [1] - The company's brokerage business revenue significantly increased to 1.97 billion yuan, a year-on-year growth of 49.0%, accounting for 42.5% of total operating revenue [1] Group 2: Market Activity - The average daily trading volume in the stock market reached 1.7031 trillion yuan, representing a year-on-year increase of 70.3% [1] - The company's margin financing and securities lending balance was 100.1 billion yuan, up 24% from the beginning of the year, with a market share of 5.2% [1] Group 3: Investment Banking Performance - Investment banking revenue for Q1 2025 was 190 million yuan, a year-on-year increase of 112.0% [2] - The company's equity underwriting scale was 3.51 billion yuan, down 57.5% year-on-year, ranking 8th in the industry [2] - The bond underwriting scale was 75.1 billion yuan, a decrease of 10.0% year-on-year, ranking 13th in the industry [2] Group 4: Asset Management and Investment Income - Asset management revenue rose to 220 million yuan, a year-on-year increase of 42.9% [3] - The company's asset management scale was 282.2 billion yuan at the end of 2024, down 4.3% year-on-year [3] - Investment income for Q1 2025 was 1.51 billion yuan, a year-on-year decrease of 26.2% [3] Group 5: Future Outlook - The company maintains its profit forecast for 2025-2027, expecting net profits of 12.3 billion, 13.1 billion, and 14.0 billion yuan, representing year-on-year growth of 18%, 7%, and 7% respectively [3] - The company is expected to benefit from ongoing capital market reforms and a gradual economic recovery, maintaining a "buy" rating [3]