Group 1: Market Overview - The three major stock indices experienced narrow fluctuations, with the North Stock 50 Index showing relative strength, while the Shanghai Composite Index fell by 0.05% to 3286.65 points, and the Shenzhen Component Index also dropped by 0.05% to 9849.8 points [1] - The total trading volume in the Shanghai, Shenzhen, and North Stock markets was 10,419 billion, a decrease of 350 billion from the previous day [1] - Sectors such as electricity and insurance declined, while home furnishings, automotive, chemicals, healthcare, agriculture, food and beverage, home appliances, and semiconductors saw gains [1] Group 2: Investment Opportunities in Smart Connected Vehicles - The Ministry of Industry and Information Technology (MIIT) has released key points for automotive standardization by 2025, emphasizing the need to strengthen standards for driving assistance and autonomous driving [2] - CITIC Securities anticipates that companies in the industry chain will focus on improving product maturity and safety, with main manufacturers expected to refine hardware and software architectures [2] - Investment recommendations include leading manufacturers in smart driving development, top suppliers of laser radar, and companies providing testing and simulation services for smart connected vehicles [2] Group 3: Smart Imaging Devices Market - The market for handheld smart imaging devices is projected to reach 36.47 billion in 2023, with a compound annual growth rate (CAGR) of approximately 12.9% from 2023 to 2027, potentially reaching 59.2 billion by 2027 [3] - The panoramic camera market is expected to reach 5 billion, with applications expanding beyond daily life and sports to include video conferencing and robotics [3] - The global market for action cameras is expected to exceed 30 billion in 2023, driven by the rise of outdoor sports [3] Group 4: Vitamin D3 Price Outlook - The price of feed-grade Vitamin D3 is at a historical low, leading to production cuts and supply reductions among some manufacturers [5] - Demand for Vitamin D3 is steadily increasing, with manufacturers reducing output since the beginning of 2024, resulting in historically low inventory levels [5] - Recent price increases have been observed, with significant adjustments in quotes from manufacturers, indicating potential for further price rises [5] Group 5: Consumption Policy and Tax Refunds - The National Taxation Administration has revised the management measures for tax refunds for outbound tourists, simplifying processes and expanding coverage to more small and medium-sized businesses [6] - CITIC Securities estimates that the potential market for tax refunds could reach nearly 100 billion, which may further stimulate consumption and expand domestic demand [6] - Key sectors to watch include traditional retail companies with strong operational capabilities and those involved in consumer infrastructure and travel services [6] Group 6: Electricity Market Developments - The National Development and Reform Commission and the National Energy Administration have announced plans to accelerate the construction of a national electricity spot market, aiming for full coverage by the end of 2025 [8] - Specific timelines have been set for the transition to formal operations in various provinces, with a focus on continuous settlement operations [8] Group 7: Digital Economy Infrastructure - The National Development and Reform Commission is promoting the construction of a national integrated computing network to optimize resource allocation and support the development of the digital economy [9] Group 8: Livestock Production Adjustments - The Ministry of Agriculture and Rural Affairs has issued a plan to adjust and optimize pig production capacity, focusing on monitoring and guiding the market [10]

Group 1 - Boeing has returned three Boeing 737 Max aircraft intended for Chinese airlines, stating that China has stopped accepting Boeing passenger planes. The Chinese Ministry of Commerce expressed willingness to support normal business cooperation between the two countries and urged the U.S. to create a stable and predictable environment for trade and investment activities [1] - The National Development and Reform Commission has issued the second batch of 81 billion yuan in ultra-long-term special government bonds this year, continuing to support the replacement of consumer goods [1] - The head of the National Bureau of Statistics announced at the 8th Digital China Construction Summit that efforts will be made to promote the marketization and valuation of data elements, and to refine the "three rights separation" scheme for data property rights [1] Group 2 - The Ministry of Natural Resources reported that the preliminary calculation of the marine production value in the first quarter was 2.5 trillion yuan, with a year-on-year growth of 5.7%, which is 0.3 percentage points higher than the GDP growth rate [1] - The National Bureau of Statistics released data indicating that cultural enterprises achieved operating income of 339.39 billion yuan in the first quarter, representing a year-on-year growth of 6.2% on a comparable basis [1] - Preliminary results show that the Liberal Party led by Carney won the federal House of Commons election in Canada on the 28th [1] Group 3 - The market experienced narrow fluctuations in early trading, with the three major indices showing mixed results. The Shanghai and Shenzhen markets had a half-day trading volume of 645.7 billion yuan, a decrease of 70.1 billion yuan compared to the previous trading day. By the close, the Shanghai Composite Index fell by 0.03%, while the Shenzhen Component Index rose by 0.09%, and the ChiNext Index increased by 0.05%. In Hong Kong, the Hang Seng Index rose by 0.12%, and the Hang Seng Tech Index increased by 0.81% [2]

Core Viewpoint - The National Data Bureau emphasizes the importance of advancing the construction of a national integrated computing power network, aiming for over 60% of new computing power to be concentrated at national hub nodes [1] Group 1: Infrastructure Development - The National Data Bureau is committed to continuously advancing computing infrastructure construction [1] - The initiative includes the innovation of computing power and electricity coordination mechanisms [1] - The goal is to promote integrated, intensive, and green development of computing facilities [1] Group 2: Sustainability Goals - The plan ensures that more than 60% of newly added computing power will be aggregated at national hub nodes [1] - New large data centers are targeted to use over 80% green electricity [1]