Group 1 - The core viewpoint of the articles emphasizes the importance of expert opinions in shaping Wuhan's "14th Five-Year" planning, focusing on strategic development areas such as technological innovation, private economy, and regional collaboration [1][2] - The meeting highlighted the need for high-quality planning that aligns with national and provincial strategies, ensuring that Wuhan adapts to new circumstances and requirements [2] - Experts provided strategic and forward-looking suggestions that are crucial for guiding Wuhan's economic and social development, which will be incorporated into the planning process [1][2] Group 2 - The meeting was chaired by the Deputy Mayor, indicating a high level of governmental involvement in the planning process [3] - The emphasis on open planning and gathering insights from various stakeholders reflects a commitment to inclusivity and collaboration in the development strategy [2]

Group 1 - Xi Jinping emphasized the need to adapt to changing circumstances and strategically plan for the "14th Five-Year" period during a meeting on economic and social development [6] - The meeting highlighted the importance of accelerating the implementation of planning goals while preparing for the "15th Five-Year" period [6] Group 2 - The "May Day" holiday is expected to see approximately 1.42 billion cross-regional movements, representing a year-on-year increase of about 4.5% [15] - The agricultural sector is prepared for the holiday with sufficient supply, indicating a robust market for essential products [16]

Group 1 - Xi Jinping emphasized adapting to changing circumstances and focusing on strategic priorities for the "14th Five-Year" economic and social development during a meeting with several provinces and regions [1] - The importance of planning for the "14th Five-Year" period was highlighted in a commentary by CCTV [2] - Xi Jinping's significant speech during his inspection in Shanghai called for accelerating the establishment of a globally influential technology innovation hub [4] Group 2 - The State Council Information Office released a white paper on China's actions and stance regarding COVID-19 prevention and virus tracing [9] - Research institutions reported a continuous decline in the U.S. consumer confidence index and a significant increase in the U.S. trade deficit [13]

金融期货日报 股指 ◆ 核心观点： 美国商务部长谈及部分关税谈判进展，声称有的已谈妥待批准，贸易协议的 希望提振美股，美股涨幅扩大。美国 3 月 JOLTS 职位空缺创半年新低，远逊 预期；4 月谘商会消费者信心指数超预期下降至 86，创 2020 年 5 月以来新 低；3 月商品贸易逆差创历史记录，远超预期。中国国家主席在上海考察时 强调，加快建成具有全球影响力的科技创新高地。国内战略定力较强，节前 出重大利好政策的概率较低，可考虑防守过节。 ◆ 策略建议： 震荡运行 国债 ◆ 核心观点： 日内公布关税贸易战后首份 PMI 数据，此前 EPMI 环比回落幅度已超季节性， 关注 4 月官方 PMI 是否显著弱于预期。虽然利率下行趋势尚未逆转，但市场 抢跑行情演绎充分，收益率行至低位后做多赔率有所下降。后续收益率能否 突破前低，将取决于：1）基本面数据是否出现超预期变化；2）配置资金能 否持续入场形成增量驱动力量。当前利率交易需更注重安全边际。 ◆ 策略建议： 短期看好 研究咨询部 2025-04-30 公司资质 长江期货股份有限公司交易咨询业 务资格：鄂证监期货字{2014}1 号 金融期货团队 研究员： 彭 ...

Domestic News - Xi Jinping emphasized the acceleration of building a globally influential technology innovation hub during his inspection in Shanghai [1] - The People's Bank of China reported that the weighted average interest rate for newly issued commercial personal housing loans in Q1 2025 is 3.11% [1] - The Ministry of Commerce commented on Boeing's aircraft delivery plans, stating that the U.S. tariffs severely impact the stability of global supply chains and disrupt the international aviation market [1] - In Q1, China's total service import and export amounted to 1,974.18 billion yuan, showing a year-on-year increase of 8.7% [1] - The Hong Kong Stock Exchange and the Hong Kong Securities and Futures Commission have engaged with some companies regarding the "return intention of Chinese concept stocks" [1] International News - The White House criticized Amazon for displaying tariff prices, labeling it as "hostile political behavior" [2] - The U.S. Conference Board Consumer Confidence Index for April recorded 86, marking the lowest level since May 2020 [2] - President Trump is expected to sign an executive order regarding automobile tariffs on Tuesday [2] - The Canadian Liberal Party won the election but did not secure a majority in the House of Commons, leading to the formation of a minority government [2]