走进五一商圈海信广场，吸睛的不但有ZOOLUNG动物园的萌宠，更有"趣味钓粽子""国潮绘龙舟"等特 色活动。参赛小选手们神情专注，手中钓竿灵活挥动，在规定时段内争分夺秒地钓取粽子；大小朋友围 坐在一起，手中画笔在龙舟模型上精心勾勒，弥漫着创意与欢乐的气息……海信广场别出心裁地推 出"粽享童趣"系列特色活动，为市民带来一场传统与童趣交融的欢乐盛宴。据商场有关负责人介绍，5 月31日客流超过4万，比去年端午提升了30%。 目光投向月亮岛商圈砂之船（长沙）奥莱的T台，50位6至12岁的"10后"走出自信的步伐。正在这里举行 的长沙国际少儿时装周暨砂之船第五届童模大赛决赛，展现了孩子们自信、创新与协作的新风采。"通 过赛事，我们拉近了与消费者的距离，让商场成为孩子成长的见证地、家庭欢聚的打卡地，增加了会员 粘性。" 长沙晚报掌上长沙6月2日讯（全媒体记者 刘捷萍）赛龙舟、包粽子、扎香囊、编五彩绳、童模大赛、 中西音乐对话……今年端午节与"六一"儿童节不期而遇，粽香与童趣交织成夏日序曲，长沙消费市场活 力爆棚。 各大商圈传统+时尚玩法多新意足 各大商圈纷纷推出各式活动，传统民俗体验和现代时尚活动轮番登场，玩法多、新意足 ...

商务部新闻发言人就美方有关言论答记者问表示，美单方面不断挑起新的经贸摩擦，加剧双边经贸关系 的不确定性、不稳定性，不仅不反思自身，反而倒打一耙，无端指责中方违反共识，这严重背离事实。 中方坚决拒绝无理指责；针对中国汽车工业协会今日发布的《关于维护公平竞争秩序促进行业健康发展 的倡议》，工业和信息化部有关负责人表示，将加大汽车行业"内卷式"竞争整治力度，坚决维护公平有 序的市场环境；6月1日，商务部数据显示，截至目前，今年消费品以旧换新销售额已突破1万亿元。 ...

Group 1 - The sales revenue from the consumer goods trade-in program has exceeded 1 trillion yuan this year, reaching 1.1 trillion yuan as of May 31 [1] - Approximately 175 million subsidies have been issued directly to consumers under this program [1] - The program has seen significant participation, with 4.12 million applications for automobile trade-ins and 49.86 million consumers purchasing 12 categories of home appliances [1] Group 2 - The 2025 fixed population sample follow-up survey has officially started, aimed at enhancing population statistics and dynamic monitoring [2] - This survey will reflect the basic characteristics and quality of life changes of the surveyed population over a long period [2] Group 3 - NIO's legal department has issued a statement regarding the dissemination of false information about the shareholding changes of its co-founder and president, Qin Lihong [5] - The company confirmed that there have been no changes in Qin Lihong's shareholding, and the misinformation has disrupted normal capital market order [5] - Legal actions will be taken against those responsible for spreading the false information [5]

Company Movements - In May, BYD sold 382,500 new energy vehicles, up from 331,800 units in the same month last year, with a cumulative sales of 1.7634 million units, a year-on-year increase of 38.7% [5] - Leap Motor delivered 45,067 vehicles in May, representing a year-on-year growth of over 148% [5] - Li Auto delivered 40,856 new vehicles in May, a year-on-year increase of 16.7%, with a historical cumulative delivery of 1,301,531 units as of May 31 [5] - Xpeng Motors delivered 33,525 vehicles in May, marking a year-on-year increase of 230%, achieving over 30,000 deliveries for seven consecutive months [7] - Xiaomi Motors delivered over 28,000 vehicles in May and is preparing for large-scale production of the Xiaomi YU7 [7] - Deep Blue Motors delivered 25,521 vehicles in May, showing a year-on-year growth of 78% and a month-on-month increase of 27% [7] - NIO delivered 23,231 new vehicles in May, a year-on-year increase of 13.1%, with 13,270 from the NIO brand, 6,281 from the Lada brand, and 3,680 from the Firefly brand [7] - Lantu Motors sold 10,022 vehicles in May, reflecting a year-on-year growth of 122% [7] Investment News - 12 brokerages, including Shenwan Hongyuan and Everbright, released their top ten stocks for June, with Yara International being favored by three institutions, while Zijin Mining, Juhua Co., Huadian Technology, Dongpeng Beverage, and Qingdao Beer were each listed twice [4] - In May, the three major exchanges in China received a total of 16 IPO applications, marking a significant increase compared to the previous four months and setting a new monthly record for the year, with the Beijing Stock Exchange accounting for nearly 70% of the applications [4] - Last week, institutions conducted research on 435 listed companies, with Zhongwei Company receiving the most attention from 212 institutions [4] - This week, one new stock, Haiyang Technology, is available for subscription at an issue price of 11.5 yuan per share, with an issue price-to-earnings ratio of 12.69 times, compared to the industry average of 23.65 times, requiring a minimum investment of 145,000 yuan in the Shanghai market [4] - A total of 54 restricted shares will be unlocked this week, amounting to 2.399 billion shares with a market value of 27.875 billion yuan, led by Chipone Technology at 4.259 billion yuan [4]

Domestic News - The sales of the consumer goods trade-in program have exceeded 1 trillion yuan this year [2] - The Ministry of National Defense responded to negative remarks from the U.S. Secretary of Defense regarding China, stating that the U.S. will ultimately suffer backlash [2] - The U.S. Trade Representative's office has extended certain exemptions from Section 301 tariffs on China [2] - A commentary from the People's Daily emphasized that the "price war" in the new energy vehicle sector should not be encouraged [2] - New car manufacturers have collectively reported a significant increase in delivery volumes for May [2] International News - The UK Prime Minister Starmer announced plans to restore the UK's military readiness [2] - British media reported that the UK will urge the Trump administration to implement a zero-tariff agreement on steel [2] - Elon Musk stated that he does not want to be held accountable for actions taken by the U.S. government [2] - Turkish authorities have ordered the detention of dozens of opposition party officials, expanding the crackdown [2] - According to Nikkei News, the Bank of Japan has reserved the highest amount for potential losses in bond trading [2]

21世纪经济报道记者周潇枭 济南、泰安、重庆报道 "这是近几年家电卖场最好的时候。" 近日，21世纪经济报道记者走访济南、泰安、重庆等地的部分家电卖场，多家卖场经营者均发出类似的感慨。去年9月落地的消 费品以旧换新政策，极大地促进了家电、汽车等商品的销售。今年消费品以旧换新政策进一步扩围，手机等3C品类纳入"国 补"范畴，再度引领了家电卖场的火爆销售行情。 今年3000亿元超长期特别国债用以支持消费品以旧换新的政策效应在持续释放，地方政府也在加大财力投入促进消费回升。展 望二季度，相关卖场对家电、手机、汽车等消费前景依然乐观，并期待有更多品类能纳入"国补"范畴。 不可回避的是，去年9月落地的消费品以旧换新政策，拉高了相关消费品类的基数。另外，新能源汽车销售火爆的同时，业内竞 争依然激烈，部分汽车厂商存在"增收不增利"的现象。后续如何有效提振消费，推动内需持续恢复向好，仍是政策的重点。 家电卖场销售火爆 5月中旬，当记者在泰安市财源大街的三源家电采访时，这栋五层楼、经营面积2万平方米的大型线下家电卖场里，随处可见"全 城聚焦2025新国补"等字样，并明确标识出"家电/家装厨卫补贴20%，单台至高补贴2000元" ...

"今年的手机以旧换新政策太划算了。"在五一广场的一家手机专卖店，市民周女士购买了一部国产手 机，旧手机抵扣加上政府补贴，总共优惠600多元。 在消费品以旧换新政策带动下，汽车消费市场同样活力迸发。今年4月30日起，长沙推出"五一放价驾享 星城"汽车促消费活动，财政投入1000万元专项资金，对购车的消费者实行阶梯式补贴。叠加国补，消 费者最高可享补贴2.2万元/台。据悉，在多重补贴加持下，"五一"假期举行的2025湖南汽车展览会累计 订车、卖车21657辆，预计销售金额达50.02亿元。 据市商务局提供的数据，截至5月23日，长沙消费品以旧换新核销政府补贴资金20.05亿元。其中，汽 车、家电以旧换新申领人数及成交金额在全省占比均超40%；数码3C购新各项占比的全省比例超过 50%。 家住万博汇一期的邓先生，准备将用了快十年的空调全换了。经过咨询，三台空调"国补+商场补贴+旧 品抵扣"可以优惠2000多元，相当于打了八折。 "今年的家电补贴力度非常大，再叠加卖场补贴、厂家补贴、旧机补贴等，让老百姓得到真正的实惠， 也为商家带来大量客流。"通程电器副总经理欧海军介绍，在国补政策带动下，通程电器整体销售比去 年同期 ...

Core Viewpoint - The rapid disbursement of 300 billion yuan in national subsidies is significantly boosting consumer spending in various sectors, including automobiles, home appliances, and digital products, leading to increased sales and tax revenues for local governments [1][11]. Group 1: National Subsidy Program - The central government has issued 1.5 billion yuan in special long-term bonds for the "trade-in" subsidy program, which will increase to 3 billion yuan by 2025 [3][5]. - The distribution of the 3 billion yuan subsidy will be based on factors such as population, GDP, and previous performance in implementing the trade-in policy, with a focus on regions that have shown effective results [5][6]. Group 2: Regional Implementation - Chongqing has received 3 billion yuan in special long-term bond funds, with a high subsidy application rate leading to significant consumer spending [2][4]. - As of May 21, Chongqing has processed 48.5 billion yuan in trade-in subsidy applications, with 24.7 billion yuan disbursed, achieving an 82.3% disbursement rate [2]. Group 3: Economic Impact - The trade-in subsidy program has led to a notable increase in retail sales, with Chongqing reporting a 4.1% year-on-year increase in social retail sales in Q1 [2]. - The program has driven sales of over 8.3 trillion yuan across five major product categories, contributing to a positive shift in tax revenue growth [11]. Group 4: Fund Management and Oversight - The central government emphasizes strict fund management to prevent misuse, with measures including a negative list for fund usage and a multi-tiered oversight system [12][14]. - Local governments, such as in Chongqing and Shandong, are implementing advanced monitoring systems and collaborative regulatory frameworks to ensure compliance and efficiency in fund distribution [13][14].

Core Viewpoint - The "Two New" policy continues to show effects, with the specialized equipment industry experiencing a profit increase of 13.2% year-on-year in the first four months of the year [1] Group 1: Policy Impact - The implementation of ultra-long-term special bond funds has effectively supported the "Two New" policy, leading to significant growth in specialized and general equipment industries [1] - The specialized equipment and general equipment industries' profits increased by 13.2% and 11.7% respectively, contributing to a 0.9 percentage point increase in industrial profits above designated size [1] Group 2: Sector Performance - The electronic and electrical machinery specialized equipment manufacturing sector saw a remarkable profit growth of 69.8% [1] - The general component manufacturing sector experienced a profit increase of 24.7% [1] - The mining, metallurgy, and construction specialized equipment manufacturing sector reported a profit growth of 18.3% [1] Group 3: Consumer Goods Sector - The effects of the consumption upgrade policy are evident, with significant profit increases in various consumer goods sectors [1] - The manufacturing of specialized parts for household electrical appliances, kitchen appliances, and non-electric household appliances saw profit growths of 17.2%, 17.1%, and 15.1% respectively [1]

Group 1: Furniture Industry - In April, the retail sales of furniture reached 15.3 billion yuan, showing a year-on-year growth of 26.9% [2] - From January to April, the total retail sales of furniture amounted to 58.3 billion yuan, with a year-on-year increase of 20.2% [2] - The retail sales of building and decoration materials in April were 13.8 billion yuan, growing by 9.7% year-on-year [2] Group 2: Miniso Group - Miniso Group reported a total revenue of 4.43 billion yuan for the first quarter of 2025, reflecting a year-on-year growth of 19% [3] - The gross profit margin for the quarter was 44.2%, an increase of 0.8 percentage points compared to the same period last year [3] - The adjusted net profit for the quarter was 590 million yuan, with an adjusted net profit margin of 13.3% [3] Group 3: Yingfeng Group and Kuka Home - Yingfeng Group plans to increase its stake in Kuka Home by acquiring up to 104 million shares at a price of 19.15 yuan per share, totaling no more than 1.997 billion yuan [4] - After the acquisition, Yingfeng Group will hold 11.26% of Kuka Home's total shares, while combined with its affiliates, it will control 37.37% of the company [4] Group 4: Corporate Changes - Guo Wei resigned from his positions as vice chairman and acting chairman of *ST Jianyi due to personal reasons [6] - The company reported a loss of 830 million yuan in 2024, a decrease of 47.23% year-on-year [6] - Huang Fuqing, the vice president of Guangdong Jusen Precision Technology Co., Ltd., also resigned for personal reasons, with no impact on the company's operations [5] Group 5: IPO and Market Changes - Zhuhai Zhancheng New Materials Co., Ltd. has changed its IPO plan from the ChiNext board to the Beijing Stock Exchange [7] - The company specializes in the research, production, and sales of wood coatings and other paint products [8] - In 2024, Zhancheng New Materials achieved a revenue of 1.573 billion yuan, with a year-on-year growth of 3.52% [8]