港股五一假期表现强劲，港股科技ETF（513020）开盘大涨近3%，过去10个交易日净流入超2亿元。 消息面上，美国关税表态有所降温，市场避险情绪有所降温。特区政府统计处2日公布，中国香港地区 经济在2025年第一季度稳健扩张，第一季度GDP同比上涨3.1%，环比上涨2%，均高于预期值和前值。 根据国泰海通证券，从港股2024年年报的整体业绩上看，2024年港股净利润增速进一步上升， 2024/24H1全部港股归母净利润同比增速分别为 9.8%/7.5%。信息技术、医疗板块盈利改善幅度最显 著。 展望后市，随着美国关税政策影响边际递减，投资者风险偏好逐渐回升，同时在国内政策发力的大背景 下，"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"，经济有望维持韧性，叠加科技周期回 升，港股盈利增速有望维持高位。当前港股估值处于历史中低水平，感兴趣的投资者可以关注港股科技 ETF（513020）。 港股科技ETF（513020）跟踪中证港股通科技指数，该指数从港股通范围内选取50只市值较大、研发投 入较高且营收增速较好的科技龙头上市公司证券作为指数样本，反映了港股通内科技龙头上市公司证券 的整体表现。覆盖互联网+ ...

2025年4月30日，十四届全国人大常委会第十五次会议表决通过了《中华人民共和国民营经济促进 法》，自2025年5月20日起施行。民营经济促进法共九章78条，包括总则、公平竞争、投资融资促进、 科技创新、规范经营、服务保障、权益保护、法律责任和附则。 齐向东表示，民营经济促进法直击行业痛点，通过"促进投资融资""大力支持科技创新"双轮驱动，为技 术型民营企业破解发展瓶颈提供了制度性方案。"资金支持、重大工程、科技攻关项目等积极举措一旦 真正落地，我们民营企业资金流压力会大大缓解，加速技术从研发到应用的转化，进一步强化AI赋 能，夯实数字经济、关基防护等领域的安全防线。"他说。 支持民营企业科技创新 "'两个毫不动摇'等首次写入法律，意味着党和国家对民营经济的关心爱护，已经从政策层面的'精准施 策'升华为制度层面的'刚性保障'。"全国工商联副主席、奇安信集团董事长齐向东表示，作为高研发投 入的科技企业，这部法律让他信心倍增，可以更加心无旁骛地在科技创新中挑大梁、在产业链升级中当 主角、在国际竞争中展实力，成长为更具创造力、竞争力、担当力的时代生力军。 优化民营经济投融资环境 民营经济促进法明确规定民营经济是社会 ...

报告指出，女性在初创企业合伙人中占比由2023年的8.65%跃升至2024年的30.18%，性别多样性是2024 年巴西初创企业生态系统最显著的进步之一。新的初创企业格局反映创新活动正在强劲去中心化，不仅 增强了地方创新中心影响力，也推动了区域经济发展。 塞布拉初创企业观察站是服务于巴西初创企业的机构，其官网发布初创企业信息，研究初创企业数据与 各州对初创企业政策，定期发布初创企业研究报告。 新华财经圣保罗5月5日电（记者杨家和）根据巴西塞布拉初创企业观察站（Sebrae Startups Observatory）近日发布的《2024年巴西初创企业报告》（Sebrae Startups Report Brasil 2024），巴西东 北地区在全国初创企业分布中占比上升至23.53%，首次位居全国第二，仅次于长期领跑的东南部 36.15%，南部地区以21.06%的占比位列第三。 报告统计了巴西境内18056家活跃初创企业，显示出全国创新力量正在向更广地区扩散。巴西中西部地 区初创企业数量同比增长189%，北部地区也实现翻倍增长。 报告显示，信息技术、健康、教育是巴西初创企业最集中的三个领域，分别占比13.74% ...

Group 1 - The core viewpoint of the articles indicates that brokerages are actively recommending stocks for May, with a total of 167 stocks recommended, and Hai Da Group leading with recommendations from five brokerages [1][2] - Hai Da Group is recognized for its comprehensive business coverage in the livestock and aquaculture feed, breeding, and animal health sectors, with short-term benefits expected from the recovery of livestock production capacity and aquaculture market [2][3] - The industrial and information technology sectors are highlighted as having the highest number of recommended stocks, with 34 stocks each, indicating a strong focus on these areas by brokerages [2] Group 2 - Analysts from various brokerages express optimism about the A-share market, predicting a potential upward trend supported by policy measures and reduced short-term market disturbances [4][5] - Specific sectors such as technology and consumer goods are identified as key areas for investment, with recommendations to focus on structural opportunities within these sectors [4][5] - The report outlines four industry directions for investment: technology growth (including AI, robotics, and semiconductors), consumer sectors (such as apparel and food), industries benefiting from cost improvements (like aquaculture and aviation), and sectors with structural opportunities related to exports [5]

Group 1 - In Q1 2025, public fund institutions' heavy positions in the Beijing Stock Exchange reached a record high of 6.743 billion yuan, an increase of 24.45% compared to the end of 2024, accounting for 0.11% of public funds in A-share market [1][9][10] - The number of public fund institutions investing in the Beijing Stock Exchange also hit a record high, with 34 institutions participating, a growth of 17.24% from the end of 2024 [1][10] - The total scale of the North Certificate 50 index fund reached 9.539 billion yuan as of April 30, 2025, reflecting a year-on-year growth of 22.63% [1][14] Group 2 - The average return of 11 thematic funds in the Beijing Stock Exchange reached 33.48% in 2025, with all funds reporting positive returns [1][15][20] - Among the top 20 companies by institutional holdings, six companies saw an increase of over 1 million shares, including Binhang Technology and Audiwei, while three companies experienced a reduction of over 1 million shares [1][20][21] Group 3 - The overall PE ratio of the North Certificate A-shares increased from 45.22X to 46.46X, indicating a rising valuation trend [2][24] - As of April 30, 2025, 132 companies had a PE ratio exceeding 45X, accounting for 50% of the total, with 54 companies exceeding 105X [2][35] - The average PE ratios for key industries such as Information Technology and Chemical New Materials were 95.68X and 36.67X respectively, indicating high valuations in these sectors [2][37][41] Group 4 - The IPO review process saw three new companies accepted and one company terminated its listing as of April 30, 2025 [3][22] - The market performance of the North Certificate 50 index showed a 2.38% increase, closing at 1331.13 points [2][29][33]

Group 1 - The article emphasizes the importance of youth in driving innovation and contributing to the realization of the Chinese Dream, highlighting their role in emerging industries and high-quality development [3][4] - It discusses the achievements of young people in various fields, including technology and traditional industries, showcasing their ability to innovate and revitalize sectors [4][6] - The need for a supportive environment for youth is stressed, including addressing employment, healthcare, education, and housing issues, as well as promoting a merit-based system to empower talented young individuals [6] Group 2 - The article mentions specific examples of young innovators, such as the success of DeepSeek and the popularity of the animated film "Nezha 2," indicating the significant impact of youth-led initiatives in the creative and tech sectors [3] - It highlights the contributions of young people in traditional fields, such as manufacturing and public safety, demonstrating their commitment to both innovation and tradition [4] - The call for a long-term, inclusive approach to youth development is made, encouraging exploration and risk-taking to foster a vibrant and dynamic workforce [6]

Employment Situation - In the first quarter, the province added 139,000 urban jobs and 208,000 new employment personnel, representing year-on-year increases of 8.4% and 3.9% respectively, indicating overall employment stability [1] - The province has prioritized employment work, implementing a comprehensive revitalization action plan to boost job creation, particularly targeting youth employment [1][4] Policy Measures - A "policy collection" approach is being utilized to support enterprises in stabilizing and expanding jobs, including financial, policy, skills, and space support for startups [2][3] - The province has introduced 19 support measures focused on 22 key industrial clusters, utilizing employment subsidies and reduced social insurance rates to alleviate burdens on enterprises [3] Recruitment Activities - Over 4,061 recruitment events were organized in the first quarter, with 946,000 job vacancies available, addressing a labor shortage of 188,000 positions [6] - A series of recruitment activities, including "Vibrant Future" and "Spring Warmth" events, have led to the release of over 53,000 job positions from various enterprises [4] Targeted Employment Initiatives - The province has developed 108,000 job positions specifically for college graduates in the first quarter, with ongoing initiatives to connect students with employers [7] - Special recruitment events for veterans and their families have been conducted, resulting in over 33,000 job offers and 2,630 employment intentions [8] Skills Training and Development - A new training initiative aims to provide vocational skills training to 1 million individuals throughout the year, focusing on emerging sectors such as artificial intelligence and elder care [9][10] - The province has established 19 provincial labor service brands to facilitate rural labor transfer and enhance employment opportunities [11]

Group 1 - Lenovo's Innovation Technology Conference will be held on May 7, 2025, in Shanghai, showcasing the latest innovations and future trends in technology, with a focus on the highly anticipated Tianxi personal super intelligent agent, which may signify a major breakthrough in AI and smart devices [1] - The 7th International Forum on Neurotechnology will take place from May 9 to 11, 2025, in Shanghai, gathering top neuroscientists and medical experts to discuss advancements in neurotechnology, aiming to enhance diagnosis, treatment, and rehabilitation of neurological diseases [1] - The April CPI and PPI data will be released on May 10, 2025, providing crucial information on inflation and economic growth, which will assist in macroeconomic policy formulation and investment decision-making [1] Group 2 - The 50th anniversary of China-EU diplomatic relations marks a significant milestone, highlighting extensive cooperation in trade, culture, and technology, and reflecting China's growing influence on the international stage [2] - The Beijing Universal Studios restaurant's popularity indicates its strong appeal among visitors, showcasing the demand for high-quality dining experiences in global tourist destinations [2] - The 27th Beijing Science and Technology Expo will be held from May 8 to 11, 2025, featuring six major exhibition areas focused on information technology and intelligent manufacturing, promoting the integration of technology and industry [2] - The Federal Reserve's interest rate decision and subsequent press conference will be closely monitored, as its monetary policy has significant implications for the global economy and financial markets [2]

在各家券商的"金股"名单中，获机构推荐次数最多的是海大集团、东鹏饮料，均获得4家券商的推荐。 4月A股市场整体先抑后扬，上证指数累计跌1.7%，深证成指跌5.75%，创业板指跌7.4%。5月如何寻找机会？截至发稿，10余家券商公 布了5月月度投资组合，涉及消费、能源、科技、金融等多个领域。 | Frist | | | --- | --- | | 券商名称 | 推荐个股 | | 贺海证券 | 诺泰生物、宁波银行、立华股份、青岛啤酒、恒立液压、羚锐制药 恒力石化、乐鑫科技、爱柯迪、科德数控 | | 东兴证券 | 兴森科技、西部矿业、贵州茅台、川环科技、中广核技、中科创达 珀菜雅 | | 光大证券 | 中自科技、恒瑞医药、格力电器、中国石油、紫金矿业、海油发展 濮耐股份、海尔智家、牧原股份、鸿路钢构 | | 国信证券 | 长江电力、顺丰控股、药明康德、中岩大地、科锐国际、亚钾国际 特锐德、海大集团、江苏银行 | | "别周边走 | 华明装备、震裕科技、指南针、大金重工、金山办公、珀菜雅 新易盛、海大集团、德赛西威、爱玛科技 | | "安"证券 | 福昕软件、三棵树、东诚药业、工商银行、恒玄科技、百济神州-U 赛力斯 ...

Group 1 - The "Ancient City New Wisdom" entrepreneur sharing event focused on themes of transformation, breakthrough, and reconstruction, aiming to foster confidence in development and explore diversified markets [1][3] - Companies reported significant growth in international orders, with one company noting a 12-fold increase in export orders since starting its export business, and another achieving a foreign trade export value of $59 million last year [1][3] - The event highlighted the proactive measures taken by local companies to adapt to changes in the foreign trade market, including ramping up production and stockpiling to seize opportunities [1][3] Group 2 - Hubei Futanwei Import and Export Trade Co., Ltd. provides 15 free "one-stop" foreign trade services to local enterprises, helping them expand into international markets [3][8] - The company has successfully assisted several local businesses in increasing their exports by approximately $34 million in 2024 through targeted international market strategies [3][8] - Futanwei emphasizes resource sharing and has established a strong presence in over 30 countries, covering various product categories [8][9] Group 3 - Sijisaiwa Petroleum Drilling Equipment Co., Ltd. focuses on intelligent manufacturing and has established a robust manufacturing system for oilfield equipment, serving both domestic and international markets [10][12] - The company has invested over 100 million yuan in digital transformation, enhancing production efficiency and product reliability through automation and advanced testing systems [15] - Future plans include expanding into the renewable energy sector and developing specialized equipment for shale gas and deep-sea oil and gas [15] Group 4 - Hubei Shanhong Food Machinery Co., Ltd. has achieved a tenfold growth in performance over ten years and reported a record order volume in the first quarter, surpassing the total of the previous two years [17][19] - The company specializes in food processing equipment and has established a presence in over 20 countries along the Belt and Road Initiative [19] - Shanhong emphasizes core technology and talent strategy as key drivers for its competitive advantage and growth [19] Group 5 - Hubei Xiangchi Sports Goods Co., Ltd. plans to expand its market presence through domestic market development and establishing overseas factories [22][25] - The company has achieved over 30% annual growth and exports 85% of its products to markets including the US, Europe, Japan, and South Korea [25] - Xiangchi aims to enhance its brand influence and product offerings through increased R&D investment and a focus on the ice and snow economy [25] Group 6 - Jingzhou Wanglai Cloud Business Information Technology Co., Ltd. emphasizes the importance of flexible strategies in cross-border trade, advocating for diversified currency settlements and local policy understanding [26][29] - The company has established a distribution platform in Kuala Lumpur to efficiently match local products with international orders, particularly in Southeast Asia [28][29] - Future strategies include optimizing logistics, updating technology, and enhancing talent reserves to support local enterprises in international markets [29]