重要消息 2025年首次降准于今日落地，向金融市场注入约1万亿元流动性 4月末M2增长8% 腾讯一季度业绩公布 重要的消息有哪些 1．人民银行日前宣布，自5月15日起，下调金融机构存款准备金率0.5个百分点（不含已执行5%存款准备 金率的金融机构）。 8．七部门印发《加快构建科技金融体制 有力支撑高水平科技自立自强的若干政策举措》，其中提出，设 立"国家创业投资引导基金"。发挥国家创业投资引导基金支持科技创新的重要作用，将促进科技型企业成 长作为重要方向，培育发展战略性新兴产业特别是未来产业，推动重大科技成果向现实生产力转化，加快 实现高水平科技自立自强，培育发展新质生产力。 9．央行数据显示，4月末，广义货币(M2)余额325.17万亿元，同比增长8%。狭义货币(M1)余额109.14万 亿元，同比增长1.5%。流通中货币(M0)余额13.14万亿元，同比增长12%。前四个月净投放现金3193亿 元。4月末，本外币贷款余额269.54万亿元，同比增长6.8%。月末人民币贷款余额265.7万亿元，同比增长 7.2%。前四个月人民币贷款增加10.06万亿元。 10．证券时报记者获悉，5月15日，证监会将在北京举 ...

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Group 1 - The wind power industry chain, including complete machines and core components, is expected to see simultaneous growth in volume and profit [1][19] - The offshore and overseas wind power markets are anticipated to lead industry growth due to increasing domestic and international demand [19] Group 2 - The U.S. has committed to canceling 91% of tariffs on Chinese goods and suspending 24% of reciprocal tariffs, which is expected to positively impact trade relations [4][5] - The Chinese government has also agreed to cancel 91% of its counter-tariffs and suspend 24% of reciprocal tariffs, indicating a mutual effort to lower trade barriers [5] Group 3 - In April, the total social financing stock reached 424 trillion yuan, with a year-on-year growth of 8.7% [6] - The broad money (M2) balance was 325.17 trillion yuan, reflecting an 8% year-on-year increase [6][7] Group 4 - Tencent reported Q1 revenue of 180 billion yuan, a 13% year-on-year increase, with a net profit of 49.7 billion yuan, up 17% [13] - The company’s non-IFRS operating profit was 69.32 billion yuan, representing an 18% increase year-on-year [13] Group 5 - Huazhong shares reported April sales revenue of 375 million yuan from pig sales, with a year-on-year increase of 2.92% [16] - The average selling price for commodity pigs remained stable at 14.8 yuan per kilogram [16]

Group 1: Space Technology and AI - China successfully launched the "Three-body Computing Constellation" satellite system, marking the beginning of its networking phase, aimed at enhancing data processing efficiency in space and promoting AI applications [1] Group 2: National Venture Capital Guidance Fund - Seven departments, including the Ministry of Science and Technology and the Central Bank, announced the establishment of a "National Venture Capital Guidance Fund" to support the growth of technology-based enterprises and promote strategic emerging industries [2] Group 3: Capital Market Support for Tech Innovation - The new policies aim to enhance capital market support for technology innovation enterprises by improving the mechanism for new stock issuance and prioritizing financing for companies that achieve breakthroughs in key technologies [3] Group 4: Loan Support for Mergers and Acquisitions - The policy increases the loan-to-transaction price ratio for mergers and acquisitions to 80% and extends the loan term to 10 years, facilitating bank credit support for technology innovation [4] Group 5: New RMB Loans Data - In the first four months of 2023, China added 10.06 trillion RMB in new loans, with a year-on-year growth of 6.8% in total loans by the end of April [5] Group 6: Foreign Investment in Tech Enterprises - The new measures support foreign investment in domestic technology enterprises, enhancing the convenience of foreign capital for equity and venture investments [6] Group 7: Financial Resource Mobilization for Tech Innovation - The policies leverage fiscal and tax measures to mobilize more financial resources for technology innovation, including innovative fiscal input methods and government investment fund performance evaluations [8] Group 8: Bond Market Support for Tech Innovation - A new "Technology Board" in the bond market will promote the high-quality development of technology innovation bonds, encouraging investment in these instruments [9] Group 9: Social Security Fund Investment in Equity Funds - The policies encourage social security funds to engage in equity fund investments to support technology innovation, optimizing management mechanisms for insurance capital participation [10] Group 10: Innovation Points System - The introduction of an "Innovation Points System" aims to optimize evaluation indicators and enhance the understanding of innovation capabilities of technology-based SMEs [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 【要闻报道】 美国调整对华加征关税 新华社北京5月14日电 记者14日从商务部获悉，根据美国白宫5月12日发布的《修改对等关税税率以反 映与中华人民共和国会谈情况的行政令》，美方已于美东时间5月14日凌晨00：01撤销根据2025年4月8 日第14259号行政令和2025年4月9日第14266号行政令对中国商品（包括香港特别行政区和澳门特别行政 区商品）加征的共计91%的关税，修改2025年4月2日第14257号行政令对中国商品（包括香港特别行政 区和澳门特别行政区商品）加征的34%的对等关税措施，其中24%的关税暂停加征90天，保留剩余10% 的关税。同时，美方还下调或撤销对中国小额包裹（包括香港特别行政区小额包裹）加征的关税，将国 际邮件从价税率由120%下调至54%，撤销原定于2025年6月1日起将从量税由每件100美元调增为200美 元的措施。 点评：鉴于美方根据中美经贸高层会谈共识撤销、暂停或调整有关对华加征关税，中方相应调整有关关 税和非关税对美反制措施。 外交部：中方对美"芬太尼关税"反制措施仍然有效 有记者问：据报道，中美在日内瓦举行经贸高层会 ...

Group 1 - The Ministry of Science and Technology and six other departments have issued policies to establish a "National Venture Capital Guidance Fund" to support technological innovation and the growth of technology-based enterprises [2] - The Shenzhen Semiconductor and Integrated Circuit Industry Investment Fund has been officially established with a total scale of 5 billion yuan, managed by Shenzhen Capital Group [2] - Tencent has announced the establishment of an e-commerce product department to explore new transaction models within WeChat, aiming to enhance its transaction infrastructure and ecosystem [2] Group 2 - The Guangdong-Hong Kong-Macao Greater Bay Area reported a stable growth in foreign trade, with imports and exports reaching 2.85 trillion yuan in the first four months of the year, an increase of 5.4% [2] Group 3 - China successfully launched a space computing satellite constellation using the Long March 2D rocket, marking a successful mission [3] - Kuaishou's Keling 2.0 model has topped the global video generation model rankings with a score of 1124 in the Arena ELO benchmark test [5] Group 4 - SK Group has established a special committee for data protection following a significant data breach incident at SK Telecom [11] - General Motors announced a collaboration with LG Energy to develop new lithium manganese-rich (LMR) square battery technology for future electric trucks and full-size SUVs [15] Group 5 - JD.com’s CEO stated that the daily orders for JD's food delivery service are expected to exceed 20 million soon, with over one million stores onboarded [7] - Apple has reportedly issued a price reduction for the new iPhone models, with discounts of up to 2500 yuan, likely in preparation for the upcoming "618" shopping festival [8] Group 6 - Nvidia's market capitalization has returned to 3 trillion dollars, with CEO Jensen Huang's net worth rebounding by 37% from a low in April [10] - Baidu is planning to launch autonomous taxi services in Europe, negotiating with POSTAUTO in Switzerland [9]

2、商务部新闻发言人表示，为落实中美经贸高层会谈共识， 自5月14日起，暂停28家美国实体列入出口管制管控名单90天，暂停17家美国实体不可靠实 体清单措施90天。 对于开展加强战略矿产出口全链条管控工作，商务部新闻发言人表示，对于铤而走险、顶风作案的，发现一起，查处一起。 3、 美国调整对华加征关税，于美东时间5月14日凌晨0时01分，撤销对中国商品加征的共计91%的关税，调整实施34%的对等关税措施 ，其中24%的关税 暂停加征90天，保留剩余10%的关税。同时，美方还将对中国小额包裹的国际邮件从价税率由120%下调至54%，撤销原定于6月1日起将从量税由每件100 美元调增为200美元的措施。 4、央行发布数据显示， 4月末，我国社会融资规模存量同比增长8.7%，M2余额同比增长8%，较上月增速加快 。今年前四个月，人民币贷款增加10.06万 亿元，社会融资规模增量16.34万亿元。4月，企业新发放贷款平均利率约3.2%，比上月低约4个基点，保持历史低位水平。据《金融时报》，今年以来， 存款向理财搬家现象明显减少，对M2增速形成上拉效应。业内人士对此表示，长期看，M2增速宜作为观测性指标。 // 国内宏 ...

金十数据整理：昨日今晨重要新闻汇总（5月15日） 国内新闻： 国际新闻： 5. 欧洲央行要求区内银行评估压力情况下美元短缺风险，因担忧特朗普执政下无法依赖美联储。 6. 欧佩克维持今明两年原油需求增速不变，增产成员国4月仅增产2.5万桶/日，计划为13.8万桶/日。 7. 白宫：特朗普在卡塔尔达成1.2万亿美元经济承诺。美国与卡塔尔签署超2435亿美元经济及军事合作 协议。 8. 俄乌会谈-①普京确定俄乌谈判俄方代表团名单，总统助理梅津斯基领导代表团，普京不在名单之列 ②鲁比奥、泽连斯基奔赴土耳其，美官员称特朗普不会参会 ③消息人士：普京无意与泽连斯基进行一 对一会晤 ④欧盟同意对俄罗斯实施第17轮制裁。 1. 科技部等七部门印发《加快构建科技金融体制有力支撑高水平科技自立自强的若干政策举措》。 2. 中国结算澄清：账户核查为常规业务，非"查场外配资"的特殊安排。 3. 腾讯Q1营收1800亿元同比增长13%。 4. 中国至越南河内国际道路运输线路正式开通。 5. 中欧金融工作组第二次会议在比利时布鲁塞尔举行。 6. 国务院办公厅印发《国务院2025年度立法工作计划》。 7. 美方已于美东时间5月14日凌晨0 ...

Group 1: Core Insights on New Quality Productive Forces - The development of new quality productive forces is being driven by technological innovation, showcasing significant high-quality development outcomes across various regions [1][2] - Key trends include the acceleration of traditional industry upgrades through technological empowerment, strong growth in emerging and future industries, and enhanced innovation capabilities among enterprises [1] - Challenges such as insufficient originality and a mismatch between talent training structures and industry needs have been identified, necessitating targeted recommendations [1] Group 2: Recommendations for Enhancing Technological Innovation - A call for the development of major application scenarios to support new quality productive forces, particularly in artificial intelligence and low-altitude economy sectors [1] - Emphasis on strengthening the role of enterprises in major technological tasks and increasing their involvement in project leadership and evaluation processes [1] - The establishment of a talent cultivation system that aligns with the needs of cutting-edge technology development and national strategic requirements [2] Group 3: Advancements in Artificial Intelligence and Open Source Innovation - Recommendations to accelerate the integration of artificial intelligence in scientific research, focusing on key fields such as chemistry, high-energy physics, and biotechnology [3] - The promotion of open-source innovation through support for native Chinese open-source projects and the establishment of sustainable funding mechanisms for open-source communities [4][5] Group 4: Enhancing National Strategic Technological Forces - The importance of leveraging national strategic technological forces to foster deep integration of technological and industrial innovation, enhancing economic and national competitiveness [6][7] - Suggestions to build a robust research team capable of bridging the gap between academic research and practical application, thereby facilitating the transformation of technological achievements into industrial applications [6][7] Group 5: Safety and Innovation in New Quality Productive Forces - The need for a dual focus on innovation and safety, particularly in critical sectors such as finance and healthcare, to ensure the secure application of AI technologies [8] - Recommendations for establishing minimum safety investment standards for key units and enhancing financial support mechanisms for technological innovation [8] Group 6: Strengthening Basic Research and Talent Development - A call for improved organization and collaboration in basic research to meet national strategic needs, emphasizing the role of various stakeholders including government, universities, and enterprises [9][10] - The establishment of a coordinated mechanism for education and technology talent development, ensuring alignment with the evolving demands of new quality productive forces [20][21] Group 7: Promoting Low-altitude Economy and Cross-industry Integration - The low-altitude economy is recognized as a vibrant sector with significant potential, necessitating reforms in airspace management and infrastructure development [11] - Encouragement for cross-industry integration, particularly between the automotive and information sectors, to enhance the digitalization and safety of vehicles [18][19] Group 8: Financial Innovations Supporting Technological Development - Recommendations for commercial banks to innovate financial products and services tailored to technology enterprises, enhancing their digital capabilities and risk management [16][17] - The establishment of collaborative platforms among government, universities, and investment institutions to support technology financing and risk compensation [17]

在资金供给端，政策工具箱呈现立体化布局。《政策举措》要求，发挥资本市场支持科技创新的关键枢 纽作用，优先支持取得关键核心技术突破的科技型企业上市融资、建立债券市场"科技板"等。 券商纷纷启动科创债发行 《政策举措》提出，加强财政政策对科技金融的引导和支持，用好用足现有的贷款贴息、保险补贴、风 险补偿等政策支持企业科技创新，实施科技创新专项担保计划，落实好天使投资、创业投资相关税收政 策等。 日前，多家券商纷纷启动科创债发行，发力科技金融赛道。公开信息显示，12家头部券商已启动科技创 新债券发行计划，首期拟募资规模177亿元。5月9日，中信证券、招商证券等机构率先完成首批科创债 发行。东方证券的债券募集说明书表示，募集资金扣除发行费用后，不少于70%的部分将投向科创领域 或对发行前12个月内的科创领域相关投资支出进行置换。 助力科技企业成长 今年以来，科技板块呈现结构化轮动特征，AI、半导体、新能源、人形机器人等赛道交替活跃。Wind 数据显示，截至5月14日，今年以来科创50指数上涨2.51%、人形机器人指数上涨超29%、人工智能指数 上涨超11%、半导体设备指数上涨超7%。 ● 葛瑶 谭丁豪 国元证券表示， ...