每经编辑：张益铭 点评：东方金诚首席宏观分析师王青认为，人民币适度升值本身就是"稳市场"的一个重要方面，这能有 效控制金融风险。另外，人民币适度升值还能有效稳定国内资本市场信心，对稳股市有积极作用。 NO.4"五一"假期银联、网联共处理支付交易234.39亿笔 丨2025年5月7日 星期三丨 NO.1蓝佛安：中方将采取更加积极有为的宏观政策 近日，亚洲开发银行理事会第58届年会在意大利米兰举行。财政部部长、亚行中国理事蓝佛安与会并发 言。蓝佛安指出，中国是经济全球化的受益者也是贡献者，近年来对全球经济增长的贡献率保持在30% 左右。今年一季度GDP同比增长5.4%，实现良好开局。中方将采取更加积极有为的宏观政策，有信心 实现2025年的5%左右增长目标。 点评：这一积极态势对市场影响正面，市场信心将得到提振，尤其是与宏观经济关联度高的板块，如金 融、基建、消费等有望迎来增长预期提升。中方积极宏观政策的推进，为市场注入确定性，增强投资者 对2025年5%左右增长目标的信心，推动市场整体向好发展。 NO.2央行、证监会等部门将介绍"一揽子金融政策支持稳市场稳预期"有关情况 国务院新闻办公室5月6日消息，国务院新闻 ...

Group 1: Hong Kong Monetary Authority Actions - The Hong Kong Monetary Authority (HKMA) intervened twice in the market, selling a total of 127.88 billion HKD (approximately 16.50 billion USD) to maintain the Hong Kong dollar's peg to the US dollar, following an earlier sale of 605.43 billion HKD (approximately 78.12 billion USD) [1] - HKMA President Yu Weiwen noted that the demand for the Hong Kong dollar is rising, primarily driven by stock-related needs, and there are no signs of abnormal activity in the currency [1] - The HKMA has reduced the duration of its holdings in US Treasury bonds and is diversifying its investments into non-US assets to manage risks [1] Group 2: Financial Market Trends - The US stock market saw declines, with the Dow Jones falling by 389.83 points (0.95%) to 40,829.00 points, and the Nasdaq dropping by 154.58 points (0.87%) to 17,689.66 points [2] - Spot gold prices rose above 3,400 USD for the first time in two weeks, influenced by geopolitical tensions between Pakistan and India [2] - Crude oil futures for June delivery increased by 1.96 USD, closing at 59.09 USD per barrel, marking a rise of 3.43% [2] Group 3: Financial Policy Announcements - The State Council of China will hold a press conference to introduce a package of financial policies aimed at stabilizing the market and expectations [3] Group 4: Hong Kong Stock Exchange Initiatives - The Hong Kong Stock Exchange and the Securities and Futures Commission have launched a "Special Line for Science and Technology Enterprises" to facilitate the listing process for technology and biotech companies, allowing them to submit applications confidentially [4] Group 5: Trade Relations and Tariffs - The European Union plans to impose additional tariffs on approximately 1 trillion EUR worth of US goods if ongoing trade negotiations do not yield satisfactory results [5] Group 6: Postal and Delivery Industry Performance - During the "May Day" holiday, China's postal and express delivery industry handled over 4.8 billion packages, reflecting a year-on-year growth of over 20%, marking a historical high for the same period [6][7] Group 7: Aviation Industry Insights - During the "May Day" holiday, domestic flight operations exceeded 68,000 flights, with a year-on-year increase of about 3%, while international flights saw a 12% increase [8] Group 8: Cross-Border Travel Statistics - The Gongbei border checkpoint reported a record average daily passenger flow of nearly 380,000 during the "May Day" holiday, with a total of nearly 1.9 million travelers, a year-on-year increase of 21.5% [9] Group 9: Restaurant Industry Performance - Haidilao restaurants experienced high customer traffic during the "May Day" holiday, with some locations achieving a table turnover rate exceeding 12 times [10] Group 10: Corporate Acquisitions - Zhongchuang Innovation plans to invest nearly 1.2 billion RMB to acquire a 22.61% stake in Suao Sensor, indicating strategic expansion in the sensor technology sector [11] Group 11: Robotics Industry Developments - Yujian and others have become shareholders in Zhongke Fifth Epoch, a company involved in the development of intelligent robotics and AI applications [12] Group 12: Hydrogen Energy Sector Expansion - Beijing Tianhai Hydrogen Energy Equipment Co., a subsidiary of Jingcheng Electromechanical, plans to raise capital through equity expansion to enhance market competitiveness [13] Group 13: Pharmaceutical Innovations - Yuanda Pharmaceutical's global innovative product STC3141 has successfully reached clinical endpoints in a Phase II trial for treating sepsis in China, marking significant progress in critical care research [14] Group 14: Obesity Treatment Research - Gilead Sciences will present research results on its obesity candidate drug ASC47 at the European Obesity Congress, highlighting advancements in obesity treatment [15]

其中国泰海通因负商誉使得ROE同比显著提升、国联民生因并表民生证券使得ROE由负转正。 行业总资产、归母净利润CR5分别为，45%、54%，总量指标行业前5名均为中信证券、华泰证券、国泰 海通、中国银河、广发证券。 业绩对交投敏感性高、客户入金优势稳固的东方财富、招商证券。 国务院新闻办公室5月6日消息，国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银 行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍"一揽子金融政策支持稳市场稳预 期"有关情况，并答记者问。 另外，据财政部6日消息，5月4日至7日，亚洲开发银行理事会第58届年会在意大利米兰举行。蓝佛安指 出，我国今年一季度GDP同比增长5.4%，实现良好开局。中方将采取更加积极有为的宏观政策，有信 心实现2025年的5%左右增长目标。 浦银国际表示，4月的政治局会议将重点放在两会已公布政策刺激的加快落实，以及预告/暗示后续政策 刺激。财政政策上，短期重点在两会政策的加快实施，尤其是专项债和特别国债的发行和使用。刺激政 策加码或要等到下半年，最快在7月底的半年度政治局会议——预计会追加1%-1.5%GDP的财政资金支 持以对冲关税影响 ...

Group 1 - The Asian Development Bank's 58th Annual Meeting was held in Milan, Italy, from May 4 to 7, with China's Finance Minister highlighting China's contribution to global economic growth at around 30% [1] - During the "May Day" holiday from May 1 to 5, 2025, the total cross-regional movement of people in China exceeded 1.465 billion, maintaining a high operational level [1] - Hainan's duty-free shopping market saw significant activity during the "May Day" holiday, with a total shopping amount of 510 million yuan and 79,100 shoppers recorded [1] - The national postal and express delivery industry in China handled over 4.8 billion packages during the "May Day" holiday, marking a year-on-year growth of over 20% [1] - The People's Bank of China is set to issue a set of cultural gold and silver commemorative coins on May 11, 2025, consisting of three gold and three silver coins [1] Group 2 - During the "May Day" holiday, UnionPay and Wanglian processed 23.439 billion payment transactions amounting to 7.64 trillion yuan, representing a year-on-year growth of 20.49% and 3.21% respectively [2] - The Shenzhen Stock Exchange has revised its guidelines for member client trading behavior management to enhance accountability and improve the evaluation mechanism [2] - The National Sports Administration has released a public notice regarding the proposed recommendations for undergraduate admission of outstanding athletes [2] - The Canadian Prime Minister arrived in the U.S. for discussions with President Trump, focusing on current trade pressures and broader economic and security relations between Canada and the U.S. [2] Group 3 - Microsoft officially ceased operations of its instant messaging software Skype on May 5, 2025, migrating its core functions to Microsoft Teams [3]

NO.1 央行等部门5月7日上午将介绍"金融政策支持稳市场稳预期"有关情况 国务院新闻办公室5月6日消息，国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银 行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍"一揽子金融政策支持稳市场稳预 期"有关情况，并答记者问。 NO.2 财政部蓝佛安：有信心实现2025年的5%左右增长目标 每经记者 杨建 每经编辑 肖芮冬 ｜2025年5月7日 星期三｜ 2025年5月4日至7日，亚洲开发银行理事会第58届年会在意大利米兰举行。蓝佛安指出，中国是经济全 球化的受益者也是贡献者，近年来对全球经济增长的贡献率保持在30%左右。今年一季度GDP同比增长 5.4%，实现良好开局。中方将采取更加积极有为的宏观政策，有信心实现2025年的5%左右增长目标。 中国将继续建设国内统一大市场，扩大高水平对外开放，同世界特别是亚太成员分享中国发展机遇与红 利，携手应对时代挑战，共创亚太美好未来。 NO.3 我国首次海洋性冰川航空探测启动，调查点位海拔超过4700米 据央视新闻报道，5月6日，自然资源部中国地质调查局将在西藏昌都正式开展我国首次海洋性冰川航空 探测，以掌 ...

5. 特朗普称不会为了和中国谈判而取消对华关税，外交部回应。 金十数据整理：昨日今晨重要新闻汇总（5月7日） 国内新闻： 1. 何立峰将访问瑞士、法国并举行中美经贸高层会谈、第十次中法高级别经济财金对话。访瑞期间，何 立峰副总理作为中美经贸中方牵头人，将与美方牵头人美国财政部长贝森特举行会谈。 2. 商务部：在充分考虑全球期待、中方利益、美国业界和消费者呼吁的基础上，中方决定同意与美方进 行接触。 3. 国新办今日上午9时举行新闻发布会，央行、证监会等部门将发声，介绍"一揽子金融政策支持稳市场 稳预期"有关情况。 4. 习近平同欧洲理事会主席科斯塔、欧盟委员会主席冯德莱恩就中欧建交50周年互致贺电。 6. 隔夜行情-国际原油结算价涨超3%，黄金再度大涨100美元，最高至3430美元水平，纳指跌近1%。 7. 堪萨斯联储主席施密德将缺席FOMC会议，明尼阿波利斯联储主席卡什卡利将代替施密德投票。 8. 外交部：中方和欧洲议会决定同步全面取消对相互交往的限制。 8. 欧盟委员会：将于6月提议，到2027年底逐步停止所有剩余的俄罗斯天然气和液化天然气进口。 9. 关税-①据悉若谈判失败，欧盟将对价值1000亿欧元的 ...

金十数据整理：5月6日欧盘美盘重要新闻汇总 国内新闻： 1. 习近平同欧洲理事会主席科斯塔、欧盟委员会主席冯德莱恩就中欧建交50周年互致贺电。 3. 国务院新闻办公室将于5月7日上午9时举行新闻发布会，介绍"一揽子金融政策支持稳市场稳预期"有 关情况，并答记者问。 4. 4月财新中国服务业PMI降至50.7，为七个月来最低。 5. 今年"五一"假期国内出游3.14亿人次，同比增长6.4%。 6. 蓝佛安出席2025年亚洲开发银行理事会第58届年会时指出，中方将采取更加积极有为的宏观政策，有 信心实现2025年的5%左右增长目标。 7. 国务院食安办等六部门联合出手，在全国范围内部署开展食品添加剂滥用问题综合治理行动。 8. 香港金管局因港元汇价触及强方兑换保证，在市场卖出127.88亿港元。 国际新闻： 1. 如果谈判失败，欧盟将对1000亿欧元的美国商品征收关税。 2. 外交部：中方和欧洲议会决定同步全面取消对相互交往的限制。 3. 国际金融协会：全球债务监测显示，2025年第一季度，全球债务增长约7.5万亿美元，突破324万亿美 元，创历史新高。 4. 英国与印度达成自由贸易协定。印度将削减90%的英国进 ...

Group 1 - New stock offering: Hanbang Technology has an offering code of 787755, with an issue price of 22.77 yuan per share and a subscription limit of 0.50 million shares [2] - Hong Kong Securities and Futures Commission and Hong Kong Stock Exchange launched a "Special Line for Science and Technology Enterprises" to facilitate the listing of specialized technology and biotechnology companies, allowing them to submit applications confidentially [4] - The State Post Bureau reported that during the "May Day" holiday from May 1 to May 5, the national express delivery industry handled over 4.8 billion packages, a year-on-year increase of over 20%, setting a historical record for the same period [4] Group 2 - Huazhi Digital Media reported that as of May 5, the cumulative box office revenue of "Dumpling Queen" reached approximately 218 million yuan [7] - Aoheng Automotive received a designated order from a leading new energy vehicle brand [7] - A contract worth 297 million yuan for the development of a certain optical system was signed by Aopu Optoelectronics [7] Group 3 - Huamao Technology's controlling shareholder plans to increase its stake in the company by 100 million to 200 million yuan [8] - Yunda Holdings' controlling shareholder also intends to increase its stake by 100 million to 200 million yuan [9] - Linglong Tire's controlling shareholder plans to increase its stake by 200 million to 300 million yuan [10] Group 4 - Huayi Group intends to acquire 60% equity of San Aifu for 4.091 billion yuan [10] - Changchuan Technology plans to establish a joint venture with professional investment institutions to focus on the localization of high-end packaging and testing equipment [10] - Xiangyuan Cultural Tourism reported a year-on-year revenue growth of 50.47% during the "May Day" holiday [10]

据国新网发布，国务院新闻办公室将于5月7日（星期三）上午9时举行新闻发布会，请中国人民银行、 国家金融监督管理总局、中国证券监督管理委员会负责人介绍"一揽子金融政策支持稳市场稳预期"有关 情况，并答记者问。 来源：国新网 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 冲上热搜！小米汽车，突然调整→ 暴涨60%！6000亿元大"风口"，彻底爆单！ ...

据中证金牛座，国务院新闻办公室5月6日消息，国务院新闻办公室将于5月7日上午9时举行新闻发布 会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍"一揽子金融政 策支持稳市场稳预期"有关情况，并答记者问。 ...