金融界4月29日消息，上证指数低开震荡，中证中国内地企业全球工业综合指数 (CN工业综合， H30377)报2294.50点。 数据统计显示，中证中国内地企业全球工业综合指数近一个月下跌6.62%，近三个月下跌1.10%，年至 今下跌4.09%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。特殊情况下将对指数进行临时调整。当中证中国内地企业全球综合指数调整样本时，指数样本 将相应调整。当样本公司有特殊事件发生，导致其行业归属发生变更时，将对指数进行相应调整。当样 本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆、停牌等情形的处理，参照计算与 维护细则处理。 从指数持仓来看，中证中国内地企业全球工业综合指数十大权重分别为：宁德时代（6.24%）、京沪高 铁（1.71%）、汇川技术（1.4%）、中国建筑（1.15%）、三一重工（1.13%）、顺丰控股（1.04%）、 国电南瑞（0.92%）、中远海控（0.92%）、隆基绿能（0.9%）、满帮集团（0.85%）。 从中证中国内地企业全球工业综合指数持仓的市场板块来看，深圳证券交易所占比47.02% ...

Core Viewpoint - The recent disclosure of Q1 earnings reports has led to a significant rally in growth stocks, with many companies experiencing substantial gains in their stock prices [1][2]. Group 1: Earnings Performance - As of April 29, 2025, 1,481 A-share listed companies disclosed their Q1 earnings, with 1,109 reporting profits and 372 reporting losses [2]. - Cumulatively, 4,272 A-share companies have disclosed their Q1 earnings, with 3,313 reporting profits and 959 reporting losses [2]. - Among the disclosed earnings, 1,712 companies had a net profit growth exceeding 10%, 872 had growth over 50%, 542 had growth over 100%, and 55 had growth over 1,000% [2]. Group 2: Sector Performance - Financial and consumer sectors have shown strong performance since late March and into April, with significant outperformance compared to the overall A-share market [3]. - Key sectors with notable earnings improvements include machinery, electronics, automotive, and pharmaceuticals, with year-on-year profit growth rates of 175%, 83%, 77%, and 55% respectively [5]. - Cyclical industries such as non-bank financials, non-ferrous metals, and transportation also reported strong earnings growth, with year-on-year profit growth rates of 80%, 74%, and 47% respectively [5]. Group 3: Stock Market Reactions - Several companies, including Yuzhong Sanxia A, Hongbo Co., and Huayang New Materials, have seen their stock prices surge, with multiple consecutive trading days of gains [1]. - Other companies such as Jinchuang Group, Daodaquan, and Shenkai Co. also reached their daily price limits, indicating strong market interest [1].

4月28日，杭州市统计局、国家统计局杭州调查队发布一季度杭州经济运行情况，根据地区生产总 值统一核算结果，一季度全市生产总值5715亿元，按不变价格计算，同比增长5.2%，比上年全年、上 年一季度分别加快0.5和0.1个百分点。 "伴随着政策集成效应持续显现，新质生产力不断培养壮大，开年以来全市经济延续向新向好态 势，实现良好开局。"杭州市统计局相关负责人表示。"此外，第二产业增长5.8%，第三产业增长 5.0%，二三产业发展更加协调。" 出口较快增长，贸易结构继续优化。一季度，全市货物进出口总额2103亿元，同比增长10.8%，比 上年全年加快4.4个百分点，其中，出口1471亿元，增长18.7%。民营企业货物出口1115亿元，增长 19.3%，占货物出口的75.8%。新兴市场加快拓展，对共建"一带一路"国家出口712亿元，增长23.7%， 高于全部出口增速5.0个百分点。 一季度居民收入增加，农村居民收入增长快于城镇，城乡居民收入倍差继续缩小。一季度，全市居 民人均可支配收入25122元，同比增长4.3%。 此外，营商环境持续优化也在吸引更多创新力量在杭州集聚。一季度，杭州新设市场经营主体8.4 万户，同 ...

Core Insights - DeXin Technology reported a revenue of 364 million RMB and a net loss of 151 million RMB for the year 2024, while proposing a cash dividend of 0.56 RMB per 10 shares, totaling 13.1 million RMB [1] - The company focuses on precision manufacturing and transportation services, including lithium battery equipment, reducers, and various transportation services [1] Precision Manufacturing Business - DeXin Technology's core asset, DeHong Precision, has over 20 years of experience in the lithium battery precision mold sector, becoming a leading enterprise in the domestic market [2] - The company has developed innovative products such as L-shaped and rounded corner battery cutting molds, filling several industry gaps [2] - A nationwide after-sales network has been established to enhance service competitiveness, providing 24-hour on-site support to reduce customer downtime [2] Acquisition and Expansion - In September 2024, the company acquired 51% of Anhui Hamps, becoming its controlling shareholder and entering the precision automation field [3] - Anhui Hamps specializes in high-precision reducers and motors, leveraging advanced equipment and experienced technicians to meet diverse customer needs [3] Financial Performance - The precision manufacturing segment maintained a high gross margin of 31.93%, with overseas business generating revenue of 23.34 million RMB [4] - The company's losses were primarily due to asset impairment losses; excluding this, the company remained profitable [4] - In Q1 2025, the company achieved a revenue of 97.68 million RMB, an increase of 84.88% year-on-year, with a significant reduction in net loss by over 90% compared to the previous year [4]

服务业较快增长。一季度，全市服务业增加值同比增长5.4%，其中交通运输、仓储和邮政业，信 息传输、软件和信息技术服务业，租赁和商务服务业增加值分别同比增长8.5%、8.5%和10.2%。1～2月 全市规模以上服务业营业收入1031.8亿元，同比增长11.6%，增速比去年全年提高3个百分点。 昨天（4月28日），苏州市统计局发布今年一季度经济运行情况：一季度实现地区生产总值6095.68 亿元，按不变价格计算，同比增长6.0%。分产业看，第一产业增加值29.75亿元，增长6.7%；第二产业 增加值2615.98亿元，增长6.7%；第三产业增加值3449.95亿元，增长5.4%。 据苏州市统计局介绍，全市经济起势有力，韧性较强，随着各项宏观政策持续发力显效，加力稳生 产、抓项目、扩内需，宏观政策"组合拳"效应持续释放，生产供给量质齐升，内外需求协同发力，新动 能培育壮大，高质量发展向新向好。 工业生产稳中有升。苏州连续两年以"新年第一会"形式推进新型工业化，全面实施"苏州智造十大 行动"，加快构建"1030"产业体系，夯实产业发展根基。一季度全市规模以上工业增加值同比增长 8.6%，增速比1～2月提高0.2个百分 ...

Economic Performance - In Q1 2025, Shenzhen's GDP reached 895.05 billion yuan, with a year-on-year growth of 5.2% [1] - The primary industry added value was 0.0486 billion yuan, growing by 7.2%, while the secondary industry added value was 295.14 billion yuan, increasing by 3.7%, and the tertiary industry added value was 599.42 billion yuan, up by 6.0% [1] Consumer Market - Shenzhen's total retail sales of consumer goods in Q1 2025 amounted to 240.32 billion yuan, reflecting a year-on-year increase of 3.1%, accelerating by 1.4 percentage points compared to January-February [1] - The "trade-in" program has positively impacted consumption, with over 5.35 million units of cars and digital appliances sold, generating sales exceeding 19 billion yuan, including 30,000 cars sold through this program, contributing 8.3 billion yuan in sales, with 70% of new vehicles being electric [1] Industrial Sector - The industrial added value of Shenzhen's above-scale industries grew by 4.2% year-on-year in Q1, with a 1.6 percentage point acceleration compared to January-February [2] - Notable growth in high-tech products included civil drones, industrial robots, and 3D printing equipment, with production increases of 48.2%, 40.1%, and 38% respectively [2] Foreign Trade - Shenzhen's total import and export volume in Q1 2025 was 990.10 billion yuan, a year-on-year decrease of 2.8%, although it remained the second highest for the same period historically [3] - In March, there was a significant recovery in foreign trade, with total imports and exports reaching 387.05 billion yuan, a year-on-year increase of 12.3% [3] Trade Policies - In April, Shenzhen introduced ten policies to stabilize foreign trade, including support for enterprises participating in overseas exhibitions and domestic market expansion, with financial assistance up to 600,000 yuan for exhibition fees [3] - The city encourages the expansion of imports of key products, providing interest subsidies for advanced equipment and technology imports, as well as support for energy, bulk commodities, agricultural products, and consumer goods [3] - Specific measures to strengthen cross-border e-commerce include support for brand development, compliance, and logistics [3]

Group 1: Consumption Trends - March retail sales data for consumer goods exceeded expectations, with a year-on-year growth of 5.9% in March and a cumulative growth of 4.6% for the first quarter[14] - Price reductions in essential goods, particularly in food and daily necessities, have led to improved sales volumes, with all price-reduced categories achieving positive year-on-year sales growth for three consecutive months[4] - The learning tablet market saw a significant increase, with sales volume up 29.4% and sales revenue up 15.8% in Q1 2025, driven by government subsidies and promotional efforts[8] Group 2: Economic Indicators - The first quarter GDP growth was 5.4%, consistent with the previous quarter and better than the 5% growth for the entire year of 2024[18] - The cumulative fixed asset investment growth rate was 4.2% in March, with significant contributions from transportation infrastructure and equipment upgrades[18] - The social financing scale increased by 58,879 billion yuan in March, a year-on-year increase of 10,544 billion yuan, indicating a positive trend in credit availability[22] Group 3: Market Risks - Potential risks include fluctuating statements regarding tariffs from the U.S., which could impact market stability[23] - The restructuring of supply chains due to tariffs may lead to global growth slowdowns and overcapacity risks[23]

Economic Policy Measures - The Henan provincial government has introduced 24 policy measures aimed at stabilizing foreign trade, promoting consumption, expanding investment, and strengthening key enterprises to ensure economic recovery in the second quarter [1][2][5] - The measures are part of a broader strategy to achieve "double over half" targets for economic performance in the first half of the year [5] Economic Performance - In the first quarter, Henan's GDP grew by 5.9% year-on-year, surpassing the national growth rate by 0.5 percentage points, with industrial, investment, and consumption indicators all showing faster growth compared to the previous year [1] Foreign Trade and Investment - The measures include establishing a contact mechanism for key foreign trade enterprises, supporting the expansion of domestic and non-U.S. markets, and providing financial subsidies for automotive exports [2] - Major economic and trade events are planned, including the Henan Investment Promotion Conference and the China-Latin America Entrepreneurs Summit [2] Consumption and Domestic Demand - A campaign named "Shop Henan · Quality Life" will be launched to stimulate consumption, including the distribution of consumption vouchers for retail, dining, and tourism [2] - Policies will be implemented to promote the recycling of resources and support for household appliance upgrades [2] Real Estate Market - The government aims to stabilize the real estate market by increasing loan availability for "white list" projects and expanding the acquisition of existing housing [3] - Subsidies will be provided for elderly families purchasing home modification products [3] Project Construction - The government plans to ensure that key projects meet at least 60% of their annual investment targets by the end of June [3] - Infrastructure projects such as the Zhengzhou Airport expansion and the construction of new highways are prioritized [3] Support for Enterprises - A financing "white list" mechanism will be established for 900 key industrial and 600 service enterprises [4] - Efforts will be made to improve the business environment and streamline administrative processes for enterprises [4] Agricultural Production - Measures will be taken to enhance pest monitoring and agricultural technology services to ensure a good summer grain harvest [4] - Support for livestock and fishery sectors will be increased [4] Employment Initiatives - Public employment services will be enhanced, with a focus on key sectors and small to medium enterprises [4] - A training initiative aims to complete vocational training for over 1 million individuals in the first half of the year [4]

Core Points - The prevention and control of traditional occupational diseases such as pneumoconiosis and noise-induced hearing loss remain challenging, particularly in small and micro enterprises [1][4] - The number of newly reported occupational disease cases in China has significantly decreased from 26,393 in 2013 to 12,087 in 2023, a reduction of 54.2% [2] - New categories of occupational diseases have been added, including occupational musculoskeletal disorders and occupational mental and behavioral disorders, bringing the total number of legally recognized occupational diseases to 12 categories and 135 types [2][3] Group 1: Occupational Health Challenges - The issue of noise exceeding safety standards is still prominent, especially in high-risk industries such as mining and machinery manufacturing [1][4] - The clinical manifestations of new occupational diseases, such as carpal tunnel syndrome, are primarily caused by repetitive tasks and excessive force, leading to nerve damage and pain in the hands [3] - The prevention of noise-induced hearing loss is critical, with the World Health Organization estimating that by 2050, nearly 2.5 billion people will experience varying degrees of hearing loss, with 16% attributed to workplace noise exposure [4][5] Group 2: Regulatory and Preventive Measures - Employers are required to improve processes and equipment, organize work tasks effectively, and reduce the frequency and load of repetitive wrist tasks [3] - Health checks for workers engaged in repetitive wrist activities are mandated, along with the implementation of supportive standards and increased awareness of self-protection among workers [3] - In 2024, the government will conduct on-site testing of occupational disease hazards at 70,000 employers, focusing on 500,000 key positions [4]