// 热点聚焦 // 1、 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、金融监管总局、证监会负责人介绍"一揽子金融政策支持稳市场稳预期"有 关情况，并答记者问。 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。 何立峰副总理作为中美经贸中方牵头 人，将在访问瑞士期间，与美方牵头人美国财长贝森特举行会谈。 3、2025年一季度，A股上市公司业绩整体实现"开门红"。 沪深北交易所已有5391家上市公司披露了一季报，其中4068家上市公司第一季度归属于上市公 司股东的净利润实现盈利，占比达75.46%。 专家表示，上市公司的业绩表现在一定程度上是经济的'晴雨表'。A股上市公司业绩'开门红'，意味着市场活 力增强，反映出我国经济发展具备强劲动能。 // 国内宏观 // 1、财政部部长蓝佛安在亚洲开发银行理事会第58届年会上表示， 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。 2、 4月财新中国服务业PMI录得50.7，低于3月1.2个百分点，在扩张区间降至七 ...

5月6日，A股在5月首个交易日迎来"开门红"行情。上证指数涨逾1%，站上3300点；深证成指、创业板 指涨幅均接近2%。整个A股市场超过4900只股票上涨，逾140只股票涨停。5月6日，A股市场成交额超 1.3万亿元，明显高于近半个月以来的日成交水平。资金情绪明显回暖，沪深两市主力资金净流入超255 亿元，创近两个月新高。 5月6日，A股市场高开高走。Wind数据显示，截至当日收盘，上证指数、深证成指、创业板指、科创 50、北证50分别上涨1.13%、1.84%、1.97%、1.39%、3.21%。上证指数报收3316.11点，站上3300点， 创业板指报收1986.41点。权重股集中的上证50、沪深300分别上涨0.55%、1.01%；小微盘股集中的中证 1000、中证2000分别上涨2.57%、3.25%。市场出现"权重股搭台，题材股唱戏"行情。 稀土永磁、鸿蒙、算力、可控核聚变等概念板块表现活跃。在申万一级行业中，除银行板块下跌0.13% 外，其他板块均有所上涨，其中计算机、通信、综合板块涨幅居前，分别上涨3.65%、3.59%、3.38%， 计算机板块中多只股票涨停。此外，机械设备板块涨逾3%。 当日 ...

Macro Dynamics - The People's Bank of China, along with other financial regulatory bodies, will hold a press conference to introduce a "package of financial policies to support market stability and expectations" on May 7 [2] - The Chinese Foreign Ministry responded to Trump's statement about not removing tariffs for negotiations, emphasizing that the trade war was initiated by the U.S. and that China is open to dialogue based on equality and mutual respect [3] - The Chinese Foreign Ministry confirmed that China and the European Parliament have decided to fully lift restrictions on mutual exchanges, aiming to enhance dialogue and cooperation [4] - The People's Bank of China conducted a 7-day reverse repurchase operation of 405 billion yuan, resulting in a net withdrawal of 682 billion yuan [5] - The Caixin China Services PMI for April recorded 50.7, a decrease of 1.2 percentage points from March, marking the lowest level in seven months [6] Financial Institutions - Dongfang Securities plans to repurchase A-shares worth between 250 million and 500 million yuan, with a maximum repurchase price of 13.5 yuan per share [6] - The Shenzhen Stock Exchange revised its guidelines for member client trading behavior management, adding evaluations for algorithmic trading and margin trading management [7] - Over 100 public funds have collectively repurchased more than 8.32 billion yuan this year, with money market funds accounting for nearly 60% of the total [7] Market Data - The Shanghai Composite Index rose by 1.13%, reclaiming the 3300-point mark, with nearly 5000 stocks in the market experiencing gains [8][9] - The total turnover of the Shanghai and Shenzhen stock markets reached 1.34 trillion yuan, an increase of 166.8 billion yuan from the previous trading day [9] - The financing balance in the two markets decreased by 15.47 billion yuan as of April 30, with the Shanghai Stock Exchange reporting a balance of 902.97 billion yuan and the Shenzhen Stock Exchange 868.36 billion yuan [10] Company Dynamics - Guoxin Technology announced successful internal testing of its quantum-resistant encryption chip, which is based on a 28nm process and designed for high-security applications [12] - *ST Jinguang's stock may be delisted due to a closing price below 1 yuan for 20 consecutive trading days [13] - Tongyu Heavy Industry announced a change in its actual controller from Zhuhai State-owned Assets Supervision and Administration Commission to Shandong State-owned Assets Supervision and Administration Commission, with stock resuming trading on May 7 [14] - Weir Shares announced that a shareholder plans to exchange up to 10 million shares for index fund shares, representing 0.82% of the company's total equity [15] - Wantai Biological's HIV urine self-test kit received WHO prequalification, enhancing its international competitiveness [16] - Seris reported a 12.99% year-on-year increase in April sales of new energy vehicles, with total sales of 31,488 units [17] - Huayi Group plans to acquire 60% of San Aifu for 4.091 billion yuan to expand its business in fluorine fine chemicals [18] - Huina Technology announced a potential change in control due to a planned share transfer by its controlling shareholder, leading to a temporary stock suspension [19] - Zhejiang University Network New announced an investment of 33 million yuan in a venture capital fund focused on AI and robotics [20] - Xidi Microelectronics reported the unfortunate passing of one of its actual controllers, which may impact its stock and operations [21]

Group 1 - Over 100 public funds have purchased more than 8.32 billion yuan in total this year, with money market funds accounting for nearly 60% of the total purchases [1] - In April, 36 ETFs were established with a total fundraising scale of 16.85 billion yuan, including 16 cash flow ETFs [1] - The global DRAM market size increased by 42.5% year-on-year to 26.73 billion USD in Q1 2025, with SK Hynix surpassing Samsung for the first time with a market share of 36.7% [1] Group 2 - During the "May Day" holiday, the national express delivery industry handled over 4.8 billion packages, marking a year-on-year growth of over 20% [2] - The number of global asthma patients is expected to exceed 400 million this year, with over 45 million patients in China [2] - The total box office for the May Day holiday was 748 million yuan, a 51% decrease compared to the previous year, yet the cultural media index rose by 1.91% [2] Group 3 - Apple is expected to enable some AI features in iOS 18.6 in mainland China, supported by Alibaba and Baidu [3] - Four medical institutions in Beijing were fined for fraudulent insurance claims, with Beijing Jingbei Hospital receiving the highest fine of 1.0157 million yuan [4] - The Bo Yu Fund is set to acquire 42%-45% of Beijing SKP's shares through an associated party [4] Group 4 - Huafeng Chemical's proposal to acquire two companies from its controlling shareholder for 6 billion yuan was rejected [5] - Several rural commercial banks, including Jiangyin Rural Commercial Bank, received fines totaling 1.4 million yuan for regulatory violations [5] - Jinguang Electric won a procurement project from the State Grid worth 66.70 million yuan, which is 8.97% of its projected revenue for 2024 [5] Group 5 - New Hope reported a sales revenue of 2.278 billion yuan from selling 1.596 million pigs in April, with a year-on-year increase of 8.12% [6] - Linglong Tire's controlling shareholder plans to increase its stake in the company by 200-300 million yuan [7] - East China Pharmaceutical's subsidiary received approval for clinical trials of a new drug for treating diffuse large B-cell lymphoma [8] Group 6 - The Shanghai Composite Index rose by 1.13% to recover above 3300 points, with nearly 5000 stocks in the market increasing [9] - The market saw significant gains in sectors such as controllable nuclear fusion and rare earth permanent magnets, while some sectors like banking experienced declines [9]

Market Performance - The A-share market experienced a strong opening on May 6, with the Shanghai Composite Index closing above 3300 points, up by 1.13%, while the Shenzhen Component and ChiNext Index rose by 1.84% and 1.97% respectively [1] - Nearly 5000 stocks in the market saw gains, with a total trading volume of 1.34 trillion yuan, an increase of 166.8 billion yuan compared to the previous trading day [1][2] - The average stock price across the A-share market increased by 2.6%, marking a significant improvement compared to the first trading days of the previous four months [2] Sector Performance - Key sectors that led the gains included controllable nuclear fusion, rare earth permanent magnets, and Huawei-related stocks, while banking stocks saw declines [1][4] - The controllable nuclear fusion sector saw a notable increase of 6.32%, while rare earth permanent magnets rose by 5.45% [4][8] - The technology growth style is gaining favor among institutions as they become more optimistic about the sector [4][6] Economic and Policy Context - The market's strong performance is attributed to a rebound in global risk assets during the May Day holiday and a strengthening of the yuan, indicating a demand for catch-up in Chinese assets [6] - Economic and performance data risks have been cleared, and the policy stance remains focused on stability, which is expected to enhance market risk appetite [6][14] - The impact of tariffs on the market is diminishing, and the focus is shifting towards sectors with continuous catalysts, particularly in technology and growth [6][14] Specific Industry Developments - The controllable nuclear fusion project in Hefei has officially launched, aiming to demonstrate fusion energy generation, which is expected to advance China's fusion energy development [7] - Rare earth metal prices have surged significantly following China's export controls, with dysprosium prices doubling and terbium prices increasing by over 210% [8] - The AI computing industry is showing strong performance, with companies in this sector reporting positive earnings, indicating sustained high industry prosperity [14]

消息面上 新华财经北京5月6日电 （王媛媛） A股今日迎来五月首个交易日，市场全天高开高走迎节后开门红， 创业板指领涨，沪指收盘重回3300点上方。截至收盘，沪指报3316.11点，涨1.13%，成交5518亿元；深 证成指报10082.34点，涨1.84%，成交7844亿元；创业板指报1986.41点，涨1.97%，成交3625亿元。 板块方面，可控核聚变、稀土永磁、鸿蒙、CPO等板块涨幅居前，银行等少数板块下跌。 盘面热点 盘面上，可控核聚变概念股集体大涨，海陆重工等涨停。鸿蒙、算力概念股震荡走强，南天信息等10余 股涨停。机器人概念股反复活跃，南山智尚等多股涨停。 个股涨多跌少，全市场近5000只个股上涨。 机构观点 巨丰投顾：周二市场震荡反弹，金属新材料板块涨幅居前。近期，人民币升值，叠加关税摩擦降温预 期，这些因素为市场走强提供助力。在政策刺激作用下，A 股市场有望与经济发展同步迎来向上的拐 点，后续或将以震荡上行的趋势运行。在具体投资方向方面，从中线角度来看，建议重点关注半导体、 消费电子、人工智能、机器人、低空经济等维持高景气度领域的增量投资机会。 中信证券：预计风险偏好还有回升空间，A股将继续 ...

Core Viewpoint - The market experienced a strong opening after the holiday, with the ChiNext Index leading the gains and the Shanghai Composite Index closing above 3300 points, indicating positive market sentiment and robust trading activity [1][3]. Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.34 trillion, an increase of 166.8 billion compared to the previous trading day [1]. - The Shanghai Composite Index rose by 1.13%, the Shenzhen Component Index increased by 1.84%, and the ChiNext Index surged by 1.97% [3]. Sector Performance - Key sectors that saw significant gains included controlled nuclear fusion, rare earth permanent magnets, Hongmeng, and CPO, while a few sectors like banking experienced declines [2]. - The controlled nuclear fusion concept stocks collectively surged, with companies like Hailu Heavy Industry hitting the daily limit [1]. - Hongmeng and computing power concept stocks showed strong fluctuations, with over ten stocks, including Nantian Information, reaching the daily limit [1]. - Robotics concept stocks remained active, with multiple stocks such as Nanshan Zhishang also hitting the daily limit [1].

收评：沪指涨1.13%收复3300点 全市场近5000只个股上涨 智通财经5月6日电，市场全天高开高走迎节后开门红，创业板指领涨，沪指收盘重回3300上方。沪深两 市全天成交额1.34万亿，较上个交易日放量1668亿。盘面上，市场热点良性轮动，个股涨多跌少，全市 场近5000只个股上涨。从板块来看，可控核聚变概念股集体大涨，海陆重工等涨停。鸿蒙、算力概念股 震荡走强，南天信息等10余股涨停。机器人概念股反复活跃，南山智尚等多股涨停。板块方面，可控核 聚变、稀土永磁、鸿蒙、CPO等板块涨幅居前，银行等少数板块下跌。截至收盘，沪指涨1.13%，深成 指涨1.84%，创业板指涨1.97%。 ...

智通财经5月6日电，指数走强，沪指拉升涨逾1.00%，深成指涨1.69%，创业板指涨1.95%。可控核聚 变、稀土永磁、鸿蒙、算力等方向涨幅居前，沪深京三市上涨个股近4800只。 沪指涨逾1% 创业板指涨近2% ...