Economic Overview - The overall economic operation of the province is stable and improving, with a solid foundation for stability and continuous expansion of new growth spaces, indicating a trend towards high-quality development [2] - From January to April, the industrial added value above designated size increased by 8.1% year-on-year, slightly down by 0.1 percentage points compared to the first quarter [2] Industrial Performance - In April, the industrial added value above designated size grew by 8% year-on-year, a decrease of 1.1 percentage points from March [2] - Among the 40 major industrial categories, 36 achieved year-on-year growth, resulting in a growth rate of 90% [2] - Advanced manufacturing sectors showed strong performance, with equipment manufacturing growing by 10.9%, high-tech manufacturing by 12.9%, and core digital product manufacturing by 11.4%, all exceeding the overall industrial growth rate [2] Consumer Market - The province's consumer market remained stable, with total retail sales of consumer goods reaching 15,991.9 billion yuan, a year-on-year increase of 5.5% from January to April [3] - The growth of green and smart consumption is a highlight, with retail sales of new energy vehicles and energy-efficient appliances increasing by 59.7% and 60.5% respectively in April [3] - Online retail sales from January to April grew by 28.3%, contributing 5.8 percentage points to the total retail sales, with online sales accounting for 24.3% of total retail sales [3] Investment Trends - The province is focusing on key areas and weak links to actively expand effective investment, with infrastructure investment growing by 10.9% year-on-year from January to April, an increase of 2.6 percentage points compared to the first quarter [4][5] - Investments in infrastructure projects of 500 million yuan and above grew by 8.7% and 9.7% respectively [5]

Group 1 - The Fengming Lake Future Industry Research and Innovation Center project in Wuhu, Anhui Province, is under construction and is expected to be operational by 2027 [1][2] - The project is part of the Wuhu Economic and Technological Development Zone's efforts to create a new research and innovation landmark, aiming to attract more entrepreneurial entities and promote regional industrial upgrades [2][4] Group 2 - The "Excavator Index" from SANY Heavy Industry indicates that the average operating rate of construction machinery in China was 44.67% in Q1, a year-on-year increase of 1.62%, with 12 provinces exceeding 50% [4] - In April, the sales of various excavators reached 22,142 units nationwide, representing a year-on-year growth of 17.6%, with domestic sales at 12,547 units, up 16.4% [4] Group 3 - From January to April, China's fixed asset investment (excluding rural households) reached 14,702.4 billion yuan, a year-on-year increase of 4.0%, with investment growth in major projects (1 billion yuan and above) at 6.7%, outpacing overall investment growth [5][8] - The Anhui province has achieved a 96.8% commencement rate for its first batch of 622 major projects by the end of March, with plans to accelerate project progress and enhance service for key projects [8]

Group 1 - Anhui is focusing on building a strong manufacturing province by enhancing project implementation, promoting investment, and strengthening industries to drive economic recovery and high-quality development in manufacturing [1][7] - The government is providing support for semiconductor projects, including investment from industrial funds and assistance in factory construction and recruitment [3][4] - Key projects in Anhui include a copper-based new materials project with an annual production capacity of 500,000 tons, a precision die-casting project expected to produce 13 million magnesium-aluminum alloy parts annually, and a semiconductor project with a planned monthly output of 10 million storage chips [4][9] Group 2 - The Anhui Provincial Industrial and Information Technology Research Institute emphasizes the importance of targeted investment plans and project attraction strategies, with clear timelines and task assignments to accelerate project construction [6][7] - In 2023, over 1,300 major projects have been launched with a total investment exceeding 800 billion, with more than 50% being emerging industry projects [9][13] - The construction of the 8.6-generation AMOLED production line in Hefei is a significant investment of 55 billion, aimed at addressing the domestic supply of high-end flexible display panels [9][11] Group 3 - In the first quarter, Anhui saw an increase of 715 industrial projects under construction, totaling 7,453, with 1,187 projects valued over 1 billion [13][15] - The province has added 1,870 large-scale industrial enterprises in the first three months, bringing the total to 24,674, ranking sixth nationwide [17]

术面，持仓减量，MACD低位金叉，关注MA10支撑。操作上，建议逢回调轻仓多头。 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 沪锌产业日报 2025-04-29 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪锌主力合约收盘价(日,元/吨) | 22550 | 30 06-07月合约价差:沪锌(日,元/吨) | 225 | -40 | | | LME三个月锌报价(日,美元/吨) | 2633.5 | -12 沪锌总持仓量(日,手) | 214581 | -5554 | | | 沪锌前20名净持仓(日,手) | 3234 | 775 沪锌仓单(日,吨) | 2429 | -427 | | | 上期所库存(周,吨) | 51378 | -7207 LME库存(日,吨) | 179325 | -725 | | | 上海有色网0#锌现货价(日,元/吨) | 22970 | 90 长江有色市场1#锌现货价(日,元/吨) ...