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特朗普宣布实施“对等关税”措施;贵州茅台业绩出炉……盘前重要消息一览
Zheng Quan Shi Bao· 2025-04-03 01:03
Group 1 - The U.S. President Trump announced the implementation of "reciprocal tariffs" on trade partners, signing an executive order to impose these tariffs on multiple countries [4] - The Central Committee and State Council of China issued opinions to improve the price governance mechanism, aiming to create a competitive market environment and prevent undue government intervention in price formation [4] - The Ministry of Industry and Information Technology reported that software product revenue reached 425.3 billion yuan in the first two months, a year-on-year increase of 8.3% [5] Group 2 - The State Administration for Market Regulation approved the national standard for "Aging-Friendly Design Guidelines for Household Products," set to be implemented on September 1, 2025, focusing on safety, usability, comfort, and smart features for elderly users [6] - The Shenzhen Municipal Party Secretary emphasized the importance of innovation in the gold and jewelry industry, promoting digital transformation and the integration of technology and culture [7] - The China Nonferrous Metals Industry Association reported that the industrial silicon market remains subdued, with a slight production increase in March but overall demand expected to decrease [10] Group 3 - Guizhou Moutai projected a net profit of 86.2 billion yuan for 2024, representing a year-on-year growth of 15.38%, and plans to distribute a dividend of 276.24 yuan per 10 shares [12] - Nanda Optoelectronics reported a 28.15% year-on-year increase in net profit for 2024, proposing a stock split and dividend distribution [16] - New Hope projected a 90.05% year-on-year increase in net profit for 2024, with an expected profit of 430 million to 500 million yuan for the first quarter of 2025 [22] Group 4 - The China Securities Index Company announced the upcoming release of several new indices in April 2025, aimed at providing more investment options [8] - The Shanghai Stock Exchange reported that the number of new A-share accounts opened in March reached 3.0655 million, a 26.67% increase compared to March 2024 [9] - The market sentiment remains cautious regarding industrial silicon, with expectations of a supply-demand reduction and high inventory levels [10] Group 5 - Galaxy Securities highlighted the growth potential in the smart home sector, driven by policy support and advancements in AI technology, with global spending expected to reach $125 billion in 2024 [29] - CITIC Securities noted rapid progress in China's controllable nuclear fusion projects, with significant advancements in key projects and potential commercial applications [30] - Huatai Securities identified three main opportunities in the carbon pricing cycle, focusing on the revaluation of utility companies, green energy, and the growing demand for carbon-related certification [31]