昨日A股 昨日，市场全天震荡反弹，创业板指领涨。截至收盘，沪指涨0.42%，深成指涨0.87%，创业板指涨 1.11%。沪深两市全天成交额1.15万亿元，较上个交易日放量116亿元。 盘面上，市场热点集中在消费方向，个股涨多跌少，全市场超3900只个股上涨。从板块来看，大消费股 全线走强，美容护理、啤酒等方向领涨，固态电池概念股一度冲高，算力概念股展开反弹。下跌方面， 无人车辆概念股展开调整。板块方面，美容护理、啤酒概念、摘帽、电池等板块涨幅居前，机场、无人 车辆、国防电子、草甘膦等板块跌幅居前。 | 名称 | 曼新点位 | 、旅炭幅 | | --- | --- | --- | | 上证指数 | 3376.2 | +14.22(0.42%) | | 深证指数 | 10144.58 | +87.41(0.87%) | | 创业板指 | 2024.93 | +22.23(1.11%) | 隔夜外盘 纽约股市三大股指昨日涨跌不一。截至当天收盘，道琼斯工业平均指数比前一交易日下跌91.90点，收于 42427.74点，跌幅为0.22%；标准普尔500种股票指数上涨0.44点，收于5970.81点，涨幅为0.01%；纳 ...

类型：行业 情绪影响：正面 国家能源局组织开展新型电力系统建设第一批试点工作。其中提出，围绕构网型技术、系统友好型新能 源电站、智能微电网、算力与电力协同、虚拟电厂、大规模高比例新能源外送、新一代煤电等七个方向 开展试点，推动新型电力系统建设取得突破。 2、工信部专题研究部署推动人工智能产业发展和赋能新型工业化 盘前要闻 1、国家能源局：新型电力系统建设试点启动，协同布局算力与电力项目 类型：行业 情绪影响：正面 工信部召开会议，研究推动人工智能产业发展和赋能新型工业化的思路举措。会议提出，强化算力供 给，统筹布局通用大模型和行业专用大模型，推动大模型在制造业重点行业落地部署，培育一批人工智 能赋能应用服务商，支持人工智能中小企业专精特新发展。 3、重要指数调整!富时中国A50指数成分股纳入江苏银行，剔除长城汽车 类型：公司 情绪影响：中性 富时中国A50指数此次将江苏银行纳入，剔除长城汽车，同时将百济神州、伊利股份、上汽集团、赛力 斯、汇川技术等纳入备选名单。此次获得纳入的公司代表了近期行情的主线。近年来资金利率持续走 低，银行等高股息资产备受青睐，江苏银行等不少银行股实现翻倍上涨。 4、美国5月"小非农" ...

Group 1 - The U.S. government has suspended entry for citizens from 12 countries, including Afghanistan, Iran, and Libya, affecting both immigrant and non-immigrant statuses [2] - Additional restrictions have been placed on citizens from seven other countries, including Cuba and Venezuela, with certain exemptions for U.S. permanent residents and dual nationals [2] Group 2 - A 5.0 magnitude earthquake occurred in Yunnan, China, prompting a level III emergency response, with no reports of casualties so far [3] - The Vietnamese National Assembly has passed an amendment to the Population Law, allowing couples to decide on the timing and number of children based on various personal factors [4] Group 3 - The Chinese Ministry of Finance announced support for 20 cities, including Beijing and Tianjin, for urban renewal projects, with over 20 billion yuan allocated for these initiatives [7] - The China Passenger Car Association reported that wholesale sales of new energy passenger vehicles reached 1.24 million units in May, marking a 38% year-on-year increase [8] Group 4 - WanTai Biologics has received approval for the first domestically produced nine-valent HPV vaccine, breaking the monopoly of imported vaccines in the market [9] - The Sichuan provincial government is seeking public opinion on extending marriage leave to 25 days and increasing maternity leave to a maximum of 150 days [10] Group 5 - Boeing is set to pay over $1.3 billion to settle lawsuits related to two fatal crashes, which includes criminal fines and compensation to victims' families [22] - The U.S. stock market showed mixed results, with the Dow Jones Industrial Average declining while technology stocks gained, reflecting ongoing investor focus on trade negotiations [23]

Group 1 - The Ministry of Industry and Information Technology emphasizes the need to cultivate leading artificial intelligence companies and support the development of specialized small and medium-sized enterprises in the AI sector [2] - The Ministry of Finance announced that 20 cities, including Beijing and Guangzhou, will receive over 20 billion yuan in central financial support for urban renewal actions [2] - The People's Bank of China reported that the balance of green loans reached 40.61 trillion yuan, growing by 9.6% since the beginning of the year [2] Group 2 - The National Energy Administration initiated pilot projects for the construction of a new power system, focusing on the integration of computing power and electricity [2] - The electronic information manufacturing industry in China saw an increase of 11.3% in value-added output in the first four months of the year, outperforming other industrial sectors [2] - The first domestically produced nine-valent HPV vaccine has been approved for market release in China, marking a significant milestone in the country's vaccine development capabilities [2] Group 3 - Hong Kong's Financial Secretary announced plans to introduce virtual asset derivatives trading for professional investors, aiming to enhance market product options [2] - In May, wholesale sales of new energy passenger vehicles in China reached 1.24 million units, a year-on-year increase of 38% [2] - The China Trustee Association reported that the scale of trust assets is expected to reach 29.56 trillion yuan by the end of 2024, with over 40% of funds directed towards the securities market [2] Group 4 - Jinjiang Hotels announced plans to issue H-shares and list on the Hong Kong Stock Exchange to raise funds for overseas expansion and operational support [2]

Macro Trends - The central government plans to support 20 cities in implementing urban renewal actions, including major cities like Beijing, Guangzhou, and Tianjin [1] - The State-owned Assets Supervision and Administration Commission (SASAC) is conducting intensive research on eight central enterprises, signaling the direction for future state-owned enterprise reforms [2] Market Adjustments - FTSE Russell announced adjustments to several indices, including the FTSE China 50 Index and FTSE China A50 Index, effective June 20, 2025 [3] - The Shanghai Stock Exchange has initiated a pilot program for the re-issuance of corporate bonds and asset-backed securities, aiming to enhance market liquidity and promote high-quality development in the bond market [3] Energy Sector Developments - The National Energy Administration is promoting breakthroughs in the construction of new power systems, focusing on various innovative technologies and models [4] Financial Innovations - The Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors, aiming to enhance product offerings while ensuring orderly and transparent trading [5] Company News - Wantai Biological Pharmacy's nine-valent HPV vaccine has been approved for market launch, targeting women aged 9 to 45, which will enhance the company's product line and competitiveness [8] - Hainan Huatie is planning to issue shares overseas and list on the Singapore Exchange to advance its international strategy [9] - Maiwei Co. intends to invest 100 million yuan in a fund focused on growth-stage companies in the new energy and semiconductor sectors [10] - Suqian Agricultural Development plans to acquire a 28.75% stake in Jinyang Sun Grain and Oil for 178 million yuan [11] - CITIC Securities has received approval to issue up to 8 billion yuan in technology innovation corporate bonds to professional investors [12] - Zhongke Electric plans to invest up to 8 billion yuan in a lithium-ion battery anode material integrated base project in Oman [13] - Feiya Technology intends to acquire all or part of the equity of Chang Kong Gear [14] - Lehui International's fresh beer business is currently small and in a loss phase, with projected losses of 60.65 million yuan and 75.28 million yuan for 2023 and 2024, respectively [15] - Harta Technology is validating RFID chips for railway applications [17] - Xidi Micro has established partnerships with several well-known brands in the AI glasses sector [16] - Yutong Heavy Industry reports limited orders for its L4 autonomous sanitation vehicles, contributing minimally to its performance [17] - Huamao Technology plans to acquire a 57.84% stake in Fuchuang Youyue, with stock resuming trading [18] - Kingsoft Office intends to acquire the remaining 31.9769% stake in its subsidiary, Shuke Network Technology, for 254 million yuan [19] - Li New Energy plans to invest approximately 1.25 billion yuan in three independent energy storage projects [20]

Core Insights - The article highlights the significant progress made in urban infrastructure improvements in Shaanxi Province, particularly in underground pipeline renovations and urban drainage systems [1][2][4] Group 1: Urban Infrastructure Improvements - Since the initiation of the urban renewal action in 2020, over 10,600 kilometers of old pipelines have been updated, with an 81% reduction in urban flooding points [2] - The new rainwater and sewage separation systems are expected to reduce the load on sewage treatment plants by over 30% [1][2] - The city of Xian has implemented night construction and dynamic barriers to minimize disruption during road renovations, enhancing traffic flow significantly [3] Group 2: Specific Projects and Outcomes - In Yulin City, 279 residential areas have undergone rainwater and sewage separation improvements, effectively addressing flooding issues [4] - The ecological corridor along Yuxi River has been enhanced using permeable paving and other sponge city technologies, ensuring no water accumulation during heavy rains [4] - Yulin's urban functionality has improved, with resident satisfaction rising to 92% following comprehensive urban assessments and targeted interventions [5] Group 3: Future Plans and Goals - Shaanxi Province is planning a new round of county-level construction actions, focusing on drainage and sewage separation, with 862 projects scheduled for implementation by 2025 [5] - The province aims to upgrade urban utilities, including gas, water, sewage, and heating systems, while enhancing urban resilience through real-time monitoring and dynamic alerts [5]

Core Viewpoint - The recent guidelines issued by the Central Committee and the State Council emphasize eight main tasks for urban renewal, aiming to create livable, resilient, and smart cities. The focus is on revitalizing old neighborhoods and industrial areas while enhancing the urban ecosystem to improve living conditions and quality of life [1]. Group 1: Urban Renewal Challenges - The primary challenge in urban renewal is effective operation, which requires a deep understanding of local community needs, such as sports facilities or high-quality commercial spaces [1]. - It is essential to not only meet these needs but also to ensure that the functions of urban spaces are diverse and appealing, particularly to younger demographics, to foster vibrancy [3]. Group 2: Local Adaptation - The concept of "local adaptation" is crucial in urban renewal, emphasizing the need to avoid a one-size-fits-all approach. This involves two key aspects: the physical environment and the diversity of business formats [4]. - Encouraging local特色经济 (characteristic economy) is vital, as it allows for the unique cultural and material aspects of each area to be highlighted during the renewal process [6]. Group 3: Successful Examples - Successful cases like Beijing's Shougang Park and 798 Art District exemplify effective urban renewal through the integration of old and new elements, transforming former industrial sites into cultural and creative hubs [7]. - These projects demonstrate the benefits of comprehensive updates, creating open public spaces and multifunctional areas that enhance community engagement and activity [10]. Group 4: Government and Market Roles - Urban renewal involves a collaborative model where government guidance, enterprise participation, and societal involvement are essential. Government policies can include functional adjustments and tax incentives [11]. - Encouraging market operations is crucial for ensuring vitality in urban areas, as businesses are best positioned to understand and respond to local demands [13].

2025年，全国计划新开工改造城镇老旧小区2.5万个。住建部最新数据显示，今年前4个月，全国新开工 改造城镇老旧小区5679个。分地区看，河北、重庆、辽宁、上海、浙江、湖北等6个地区开工率超过 50%。 据秦海翔介绍，住建部接下来将会同相关部门健全多元化投融资方式，引导经营主体参与，建立起政府 引导、市场运作、公共参与的城市更新可持续模式。 （文章来源：证券时报） 6月4日，财政部经济建设司、住房城乡建设部城市建设司公示2025年度中央财政支持实施城市更新行动 评选结果，明确中央财政今年将支持北京、天津等20个城市实施城市更新行动。 为引导部分大中城市探索建立可持续的城市更新模式，两部门在2024年启动实施城市更新行动，首批评 选出15个城市。今年两部门将评选城市数量从去年的15个增加至20个，支持对象也从"地级及以上城 市"调整为"大城市及以上城市"。根据财政部办公厅、住建部办公厅《关于开展2025年度中央财政支持 实施城市更新行动的通知》规定，中央财政将按区域对实施城市更新行动城市给予定额补助。其中，东 部地区每个城市补助总额不超过8亿元，中部地区每个城市补助总额不超过10亿元，西部地区每个城市 补助总额 ...

财政部6月4日公示2025年城市更新行动评审结果，北京、天津、唐山、包头、大连、哈尔滨、苏州、温 州、芜湖、厦门、济南、郑州、宜昌、长沙、广州、海口、宜宾、兰州、西宁、乌鲁木齐等20个城市入 围。 据了解，今年中央财政继续支持实施城市更新行动，探索建立可持续的城市更新机制，推动补齐城市基 础设施的短板弱项，加强消费型基础设施建设，促进城市基础设施建设由"有没有"向"好不好"转变。中 央财政按区域对实施城市更新行动城市给予定额补助。 计划补助超200亿元 未来几年，中央财政计划补助超过200亿元，支持这20个城市实施城市更新行动，探索建立可持续的城 市更新机制，补齐城市基础设施的短板弱项。 根据财政部、住房城乡建设部此前发布的通知，中央财政按区域对实施城市更新行动城市给予定额补 助。其中：东部地区每个城市补助总额不超过8亿元，中部地区每个城市补助总额不超过10亿元，西部 地区每个城市补助总额不超过12亿元，直辖市每个城市补助总额不超过12亿元。资金根据工作推进情况 分年拨付到位。 从支持方向来看，中央财政资金支持城市更新的样板项目建设和机制建设两个方向。城市更新重点样板 项目包括四类，一是城市供排水、燃气、供热 ...

（原标题：6月4日重要资讯一览） 重要的消息有哪些 1．财政部公示2025年城市更新行动评审结果，北京、天津、唐山、包头、大连、哈尔滨、苏州、温州、芜湖、厦门、济南、郑州、宜昌、长沙、 广州、海口、宜宾、兰州、西宁、乌鲁木齐等20个城市入围。未来几年，中央财政计划补助超过200亿元，支持这20个城市实施城市更新行动，探 索建立可持续的城市更新机制，补齐城市基础设施的短板弱项。 2．6月4日，国家能源局发布《关于组织开展新型电力系统建设第一批试点工作的通知》，提出围绕构网型技术、系统友好型新能源电站、智能微 电网、算力与电力协同、虚拟电厂、大规模高比例新能源外送、新一代煤电等七个方向开展试点，探索新型电力系统建设新技术、新模式，推动 新型电力系统建设取得突破。 8．近日，深圳市商务局、市发展改革委联合印发《深圳市推动服务贸易和数字贸易高质量发展实施方案》。其中提出，大力发展跨境金融保险服 务。探索建立深圳证券交易所与香港联合交易所会员互联互通机制。支持港澳银行内地分行开办外币银行卡业务以及对除中国境内公民以外客户 的人民币银行卡业务。支持符合条件的香港保险公司在深设立子公司。探索在前海开展私募股权和创业投资份额 ...