3、港交所与香港证监会已根据特区政府的指示做好准备，并已与部分相关企业接触。若仍未在香港市 场上市的"中概股"希望回流，会为其香港上市提供适当的指引与协助。 4、腾讯对其混元大模型研发体系进行了全面重组，主要围绕算力、算法和数据三大核心板块刷新团队 部署，加码研发投入。 2、国家发展改革委下达今年第二批810亿元超长期特别国债资金，继续大力支持消费品以旧换新。 智通财经4月29日晚间新闻精选 5、9天6板红墙股份：广东科创、何元杰、韩强减持计划已实施完毕。万科A：拟出售7295.6万股库存股 补充流动性。浪潮信息：一季度净利润同比增长53%。工业富联：第一季度净利润同比增长25%。中远 海控：第一季度净利润同比增长73.12%。中金黄金：一季度净利润同比增长33%。贵州茅台：一季度净 利润268.47亿元 同比增长11.56%。工商银行第一季度净利润841.6亿元 同比下降4%。7天5板永安药 业："牛磺酸价格暴涨几倍"等传闻不实。 1、习近平在上海考察时强调，不断增强科技创新策源功能和高端产业引领功能，加快建成具有全球影 响力的科技创新高地。 ...

Domestic News - The National Development and Reform Commission, Ministry of Commerce, and State Administration for Market Regulation announced a campaign to eliminate unreasonable market access barriers, aiming to create a fair market environment and support the construction of a unified national market [1][2] - The Ministry of Commerce reported that in the first quarter, the total service trade import and export amounted to 19,741.8 billion yuan, a year-on-year increase of 8.7%. Exports reached 8,351.5 billion yuan, growing by 12.2%, while imports were 11,390.3 billion yuan, increasing by 6.2%. The service trade deficit was 3,038.8 billion yuan, a decrease of 244.6 billion yuan compared to the same period last year [2] International News - The European Central Bank's inflation expectations survey indicated that consumers' median inflation expectations for the next 12 months and 3 years are 2.9% and 2.5%, respectively, both rising by 0.3 and 0.1 percentage points from the previous survey [3] - A report from Boston Consulting Group stated that Europe's asset management scale reached a historical high of 25 trillion dollars in 2024, a 7% increase from the previous year, although this growth rate is still below the global average [3] - T. Rowe Price analysts expect the Bank of Japan to maintain interest rates unchanged in the upcoming meeting due to ongoing uncertainties surrounding economic growth [3]

热轧卷板产业链日报 2025/4/29 | 项目类别 数据指标 | | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | HC 主力合约收盘价(元/吨) | 3,210 | -27↓ HC 主力合约持仓量(手) | 1332134 | -28759↓ | | | HC 合约前20名净持仓(手) | 110,790 | -13756↓ HC5-10合约价差(元/吨) | -21 | +7↑ | | | HC 上期所仓单日报(日，吨) | 347020 | -2653↓ HC2505-RB2505合约价差(元/吨) | 110 | +2↑ | | 现货市场 | 杭州 4.75热轧板卷(元/吨) | 3,280.00 | -40.00↓ 广州 4.75热轧板卷(元/吨) | 3,290.00 | -10.00↓ | | | 武汉 4.75热轧板卷(元/吨) | 3,320.00 | -20.00↓ 天津 4.75热轧板卷(元/吨) | 3,220.00 | -20.00↓ | | | HC主力合约基差(元/吨) | 70. ...

华夏时报记者刘诗萌北京报道 近日，美国向全球多国推出一系列规模大、范围广、破坏性强的关税政策，对全球经济秩序稳定造成严 重冲击。面对不确定性加剧的外部环境，中国在一季度经济开门红的基础上，将采取哪些措施继续保持 经济平稳运行、实现今年5%的发展目标，更是全世界关注的焦点。 4月25日，中共中央政治局召开会议，分析研究当前经济形势和经济工作。会议要求统筹国内经济工作 和国际经贸斗争，着力稳就业、稳企业、稳市场、稳预期，以高质量发展的确定性应对外部环境急剧变 化的不确定性。不断完善稳就业稳经济的政策工具箱，既定政策早出台早见效，根据形势变化及时推出 增量储备政策，加强超常规逆周期调节，全力巩固经济发展和社会稳定的基本面。 28日，国新办举行新闻发布会，发改委、商务部、央行、人力资源部等部门在会上发布了稳就业稳经济 推动高质量发展的若干举措，主要包括支持就业、稳定外贸发展、促进消费、积极扩大有效投资和营造 稳定发展的良好环境五个方面。其中明确提出，将陆续下达1400亿元左右消费品以旧换新资金、实施育 儿补贴制度、定向增发购车指标、支持城区常住人口300万以上的城市特别是超大特大城市建设停车位 等等。 另外，在扩大投 ...

Market Overview - A-shares experienced narrow consolidation with individual stocks being relatively active, as the Shanghai Composite Index fell by 0.03% to 3287.45 points, while the Shenzhen Component Index rose by 0.09% and the ChiNext Index increased by 0.05% [1][2] - The total trading volume for A-shares reached 657.55 billion yuan during the half-day session [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation amounting to 340.5 billion yuan at a fixed rate of 1.50%, with a net injection of 120 billion yuan for the day after 220.5 billion yuan of reverse repos matured [2] Regulatory Actions - The National Development and Reform Commission, in collaboration with the Ministry of Commerce and the State Administration for Market Regulation, announced a campaign to eliminate unreasonable market access barriers, aiming to create a fair market environment and support the construction of a unified national market [3] Sector Performance - PEEK materials concept stocks saw significant gains, with companies like Juhua and Xinhang New Materials hitting the daily limit [3] - The chemical and environmental protection sector also performed well, with United Chemical reaching a historical high [3] - The computing power industry chain continued its rebound, with Hongbo shares achieving three consecutive limits [3] Notable Companies - **Water Co., Ltd.**: The company has overcome raw material constraints for its key product LCP, benefiting from growth in sectors such as new energy vehicles and AI computing [7] - **Plit**: As a leading player in the modified plastics industry, the company has made rapid advancements in semi-solid battery technology [7] - **Zhongjian Technology**: Recognized as a leader in high-end carbon fiber for aerospace, the company has broken through production capacity bottlenecks [8] - **Everbright Tongchuang**: Initially focused on laptop casing applications, the company is now expanding into the foldable smartphone market [8]

Core Viewpoint - The company reported a revenue increase of 5.9% to 8.449 billion yuan for 2024, but a significant decline in net profit of 242.0% to -151 million yuan, aligning with previous performance forecasts [1] Group 1: Financial Performance - Revenue for 2024 reached 8.449 billion yuan, with a net profit decline to -151 million yuan, primarily due to a 390 million yuan credit impairment loss and increased marketing expenses for brand promotion [1] - The gross profit margin decreased by 1.5 percentage points to 36.9%, attributed to a shift in business structure with a higher proportion of lower-margin exports [3] - The operating expense ratio increased by 0.7 percentage points to 35.0%, driven by a rise in sales expenses due to enhanced marketing efforts for the company's own brand [3] Group 2: Market and Product Insights - The company achieved a 6.7% increase in overseas revenue to 6.75 billion yuan, with European revenue growing by 20.35% to 1.96 billion yuan, while North American revenue saw a slight decline of 1.14% to 4.33 billion yuan [2] - Domestic revenue increased by 3.55% to 1.482 billion yuan, with steady progress in online and offline channel development [2] - In terms of product performance, mattress revenue rose by 11.0% to 4.415 billion yuan, while sofa revenue increased by 1.2% to 1.155 billion yuan [2] Group 3: Future Outlook and Valuation - The company is expected to see improvements in revenue and profit by 2025, supported by a leading global production capacity and a focus on brand and channel development in the domestic market [1] - Profit forecasts for 2025-2027 are adjusted to 271 million yuan, 375 million yuan, and 482 million yuan respectively, with corresponding EPS of 0.47, 0.66, and 0.85 yuan [4] - The target price for the company is set at 8.93 yuan, based on a 19 times PE ratio for 2025, reflecting the company's strong global production capabilities and potential demand recovery [4]

Group 1 - The State Council is implementing policies to stabilize employment and promote high-quality economic development, including support for industrial software and investment in consumer infrastructure [1] - A total of over 160 billion yuan has been allocated for the consumption upgrade program, with an additional 140 billion yuan expected to be distributed, resulting in over 720 billion yuan in sales driven by the program [1] - The Ministry of Commerce plans to expand and enhance the consumption upgrade program and will initiate pilot reforms in automotive circulation [1] Group 2 - The Ministry of Human Resources and Social Security is implementing a "combination punch" of employment policies, including subsidies and training programs, with 66.7 billion yuan in central employment support funds already allocated [2] - The government aims to reduce unemployment and work injury insurance rates while enhancing public employment services [2]

Group 1 - The National Development and Reform Commission plans to implement measures to stabilize employment and promote high-quality economic development, including targeted issuance of car purchase quotas for key groups and the establishment of a childcare subsidy system [1] - The People's Bank of China will consider timely reductions in reserve requirements and interest rates, and create new structural monetary policy tools, while maintaining that single market fluctuations have a limited impact on foreign exchange reserves [1] - The Ministry of Commerce reports that the implementation of the old-for-new consumption policy has stimulated consumption by over 720 billion yuan [1] - The Ministry of Human Resources and Social Security indicates that 3.08 million new urban jobs were created in the first quarter, with plans to accelerate policies supporting job expansion for enterprises [1]

4 月 27 日，记者从江苏省商务厅获悉，商务部于4月25日举行专题新闻发布会，江苏省商务厅副厅长吴 海云出席发布会，介绍江苏消费品以旧换新工作相关情况。今年以来，商务部会同相关部门和地方全力 推进消费品以旧换新，取得了显著成效。商务部邀请辽宁省商务厅副厅长郭斌、江苏省商务厅副厅长吴 海云、贵州省商务厅副厅长令狐绍辉、河北省商务厅二级巡视员杨志兵等，为大家介绍相关的情况，并 回答记者的提问。 江苏发放家电以旧换新补贴33.9亿元 吴海云介绍，今年以来，江苏省突出惠企利民和加力扩围的政策导向，推进"江苏消费品以旧换新平 台"功能迭代升级，有效促进家电消费提质扩容。截至目前，江苏省家电累计销售767.4万件，实现销售 额182.9亿元，累计使用补贴资金33.9亿元。县域门店销售额达45.1亿元，累计使用补贴资金7.4亿元，下 沉市场消费潜力持续释放。 截至目前，江苏省参与家电以旧换新的销售企业10015家、门店34120个、电商平台21家，企业参与量较 去年增长217.5%，门店参与量较去年增长396.5%，基本覆盖了江苏省线上下绝大部分家电经营主体。 结合江苏省居民消费习惯，扩围参与活动品类，新增14类有产业优 ...

近日，2025年超长期特别国债发行"开闸"，两期共计1210亿元债券顺利发行。与此同时，中央金融 机构注资特别国债也启动发行。中央政治局会议强调，"要加紧实施更加积极有为的宏观政策，用好用 足更加积极的财政政策和适度宽松的货币政策。加快地方政府专项债券、超长期特别国债等发行使 用"。宏观政策加速落地显效，推动我国经济稳中有进、持续向好，更有效应对外部变化的不确定性。 从2024年起连续几年发行超长期特别国债，是党中央作出的一项重大决策部署。2024年我国发行1 万亿元超长期特别国债，其中，7000亿元用于支持国家重大战略和重点领域安全能力建设；3000亿元用 于支持大规模设备更新和消费品以旧换新，特别是加大汽车报废更新、家电产品以旧换新补贴力度，拉 动消费效应明显。1万亿元超长期特别国债的发行使用，有力支持了"两重"建设、"两新"工作。 今年我国财政政策进一步加力，明确要"更加积极"，超长期特别国债也更加给力。一方面，资金规 模更大。按照预算安排，今年我国拟发行超长期特别国债1.3万亿元，比上年增加3000亿元，其中， 8000亿元用于更大力度支持"两重"项目，5000亿元用于加力扩围实施"两新"政策。另一方 ...