| 行业名 | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | 称 | 股） | （%） | （%） | （%） | 元） | | 非银金 融 | 53.70 | 41.18 | 1.30 | 1.90 | 44.69 | | 汽车 | 59.89 | -2.32 | 2.77 | 1.70 | 27.50 | | 有色金 属 | 54.30 | 15.25 | 2.49 | 2.21 | 23.92 | | 电子 | 54.25 | -4.82 | 1.97 | 0.35 | 12.88 | | 传媒 | 54.06 | 1.68 | 3.69 | 1.60 | 10.05 | | 社会服 务 | 15.70 | -8.18 | 3.43 | 1.07 | 3.44 | | 石油石 化 | 11.34 | -13.34 | 0.31 | 0.63 | 2.95 | | 农林牧 渔 | 25.95 | -4.00 | 2.80 | 2.02 | 2.62 | | 纺织服 饰 | 19.77 ...

6月5日各行业融资余额环比变动 截至6月5日，市场最新融资余额为17995.25亿元，较上个交易日环比增加45.99亿元，分行业统计，申万 所属一级行业有25个行业融资余额增加，医药生物行业融资余额增加最多，较上一日增加8.79亿元；融 资余额增加居前的行业还有汽车、电力设备、计算机等，融资余额分别增加8.17亿元、6.36亿元、5.96 亿元；融资余额减少的行业有6个，非银金融、电子、公用事业等行业融资余额减少较多，分别减少 7.12亿元、2.62亿元、4703.92万元。 以幅度进行统计，纺织服饰行业融资余额增幅最高，最新融资余额为67.32亿元，环比增长2.36%，其次 是美容护理、汽车、银行行业，环比增幅分别为2.12%、0.89%、0.87%；融资余额环比降幅居前的行业 有非银金融、电子、交通运输等，最新融资余额分别有1525.86亿元、2085.00亿元、338.95亿元，分别 下降0.46%、0.13%、0.12%。（数据宝） | 综合 | 31.06 | 0.04 | 0.12 | | --- | --- | --- | --- | | 煤炭 | 157.06 | -0.17 | -0.1 1 ...

Group 1: Liquidity and Fund Performance - The trading volume of the CSI 500 ETF reached 30.527 million yuan during the session, with an average daily trading volume of 441 million yuan over the past year, ranking it among the top two comparable funds [3] - The latest scale of the CSI 500 ETF is 10.504 billion yuan, placing it in the top three of comparable funds [3] - The CSI 500 ETF has seen a significant increase in shares, with a growth of 66 million shares this month, leading among comparable funds [3] Group 2: Fund Inflows and Leverage - The CSI 500 ETF recorded a net inflow of 40.81 million yuan, accumulating a total of 152 million yuan in the last 15 trading days [3] - Leveraged funds are increasingly positioning themselves in the CSI 500 ETF, with a net purchase of 1.2455 million yuan in financing this month and a latest financing balance of 89.8813 million yuan [3] Group 3: Market Outlook and Investment Opportunities - Concerns regarding the sustainability of U.S. fiscal policy are rising, with uncertainties in the U.S. economic outlook potentially impacting U.S. sovereign credit and dollar credit, which may benefit RMB assets as a hedge against U.S. credit [3] - The global financial market is expected to experience increased volatility, while Chinese assets may present lower overall volatility due to government policies aimed at maintaining market stability, positioning them as a safe haven for global capital [3] Group 4: Index Composition - As of April 30, 2025, the top ten weighted stocks in the CSI Small Cap 500 Index include Jianghuai Automobile, Guangqi Technology, Shenghong Technology, Chifeng Gold, Runhe Software, Huagong Technology, Sichuan Changhong, Suzhou Bank, Ruixin Micro, and Dongshan Precision, collectively accounting for 6.4% [4] - Investors can access A-share small-cap investment opportunities through the CSI 500 ETF linked fund (070039) [4]

Group 1: Market Overview - The total trading volume of the A-shares reached 6.33 trillion CNY, an increase from the previous week[8] - The turnover rate rose to 7.26%, indicating increased trading activity[8] - The market experienced a net outflow of 170.93 billion CNY, reflecting weakened liquidity[8] Group 2: Fund Flows and Financing - The net inflow of margin financing was 24.43 billion CNY, accounting for 8.92% of the total A-share trading volume[23] - The IPO financing scale was 1.3 billion CNY, while the refinancing scale was 4.27 billion CNY[30] - The issuance of equity funds decreased to 4.754 billion CNY, down from the previous week[19] Group 3: Bond Market and Interest Rates - The net withdrawal of funds from the open market was 350.1 billion CNY[10] - The yield on 10-year government bonds increased by 5 basis points, while the 1-year yield rose by 3 basis points, leading to an expansion of the yield curve[10] - The market anticipates an 88.2% probability that the Federal Reserve will not cut interest rates in June[10] Group 4: Sector Performance - The top five sectors for fund accumulation included non-bank financials, pharmaceuticals, automobiles, banks, and electric equipment[20] - The sectors with the largest reductions in holdings were computers, electronics, real estate, media, and household appliances[21] - Industrial capital saw a reduction of 5.277 billion CNY, with coal, environmental protection, and agriculture being the top sectors for accumulation[31]

21世纪经济报道记者卢陶然 李德尚玉 北京报道 今年A股ESG信披季已结束。 中诚信国际执行副总裁、中诚信绿金总裁薛东阳在接受21世纪经济报道记者采访时指出，不仅银行业连 续多年实现报告100%披露，其余钢铁、煤炭、公用事业、交通运输、石油石化等行业信披率均超过 60%，较上一年度呈现小幅增长。总体来看，企业可持续信息披露的规范化水平正在稳步提升，高质量 信息披露正逐渐成为企业回应监管、链接资本、塑造品牌的重要抓手。 2024年4月，沪深北三大交易所发布《上市公司自律监管指引——可持续发展报告》《上市公司自律监 管指南——可持续发展报告编制》（以下简称《指引》《指南》）。今年3月，证监会发布《上市公司 信息披露管理办法》，要求"上市公司按照证券交易所的规定发布可持续发展报告。" Wind数据显示，A股ESG信披率连续三年攀升，今年更是创历史新高，截至4月30日的信披率达到 45.72%。 据21世纪经济报道记者了解，银行业的ESG信披率居A股首位，实现连续多年100%披露，其次便是非银 金融业，信披率已接近90%。不仅如此，钢铁、煤炭、交通运输、石油石化等高排行业的信披率均突破 60%，较上一年度呈现小幅增长 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China is initiating the 2025 National Energy Conservation and Carbon Reduction Technology Equipment Recommendation work in the industrial and information sectors, focusing on five categories of technologies aimed at enhancing energy efficiency and reducing carbon emissions [1] Group 1: Key Industry Areas - The first category includes energy conservation and carbon reduction technologies in key industries such as steel, non-ferrous metals, petrochemicals, chemicals, building materials, machinery, light industry, textiles, and electronics, emphasizing process innovation and optimization technologies like short-process manufacturing [1] - Technologies for energy efficiency improvement in data centers, communication base stations, and communication rooms are also included, such as collaborative applications of computing power and energy, efficient cooling, and green intelligent computing system solutions [1] Group 2: Low-Carbon Transition Technologies - The second category focuses on low-carbon transition technologies, including clean low-carbon hydrogen production and application, efficient energy storage, and industrial green microgrid technologies for renewable energy consumption [1] - It also encompasses efficient utilization of waste heat and pressure, energy substitution, and multi-energy complementary technologies [1] Group 3: Industrial Carbon Reduction Technologies - The third category addresses industrial carbon reduction technologies, which include low-carbon raw material fuel substitution, lifecycle carbon emission reduction, carbon capture and high-value transformation, carbon emission accounting and monitoring, and non-CO2 greenhouse gas reduction and substitution technologies [1] Group 4: Digital and Green Transformation Technologies - The fourth category involves digital and green collaborative transformation technologies, such as digital energy and carbon management that integrate big data, artificial intelligence, industrial internet, and 5G technologies for energy consumption and carbon emission data collection, intelligent analysis, and system optimization [1] Group 5: Efficient Energy-Saving Equipment - The fifth category includes efficient energy-saving equipment that meets or exceeds the first-level energy efficiency standards of relevant national standards, covering industrial mass-produced equipment like electric motors, transformers, industrial boilers, fans, volumetric air compressors, industrial refrigeration equipment, and heat pumps [1]

22002255年年44月月2211日日--22002255年年44月月2255日日基基金金投投顾顾观观点点 本周中美关税战有缓和迹象推动风险偏好回升，A股延续反弹，黄金冲高回落，债市平稳运 行，全球股市普遍上涨。具体来看，本周市场有以下几个重要方面： 01 本周市场延续反弹，上半周上涨，下半周在指数点位接近修复4月7日跳空缺口时，市场有所 犹豫、走势震荡。基本面方面，A股上市公司一季报披露进入高峰期，对市场整体未形成显 著影响。流动性方面，沪深两市日均成交额近1.12万亿元，相比上周有明显提升。成交金额 的放大代表了流动性的恢复，对流动性反应敏感的小盘表现好于大盘，本周表现从高到低依 次为国证2000、中证1000、中证500、沪深300。从行业表现看，汽车、美容护理、基础 护工表现较好。今日中共中央政治局会议提出了系列宏观政策，要加紧实施更加积极有为的 宏观政策、适时降准降息等。 02 AA股股延延续续反反弹弹，，黄黄金金冲冲高高回回落落 债市方面，本周资金面均衡偏松，债券市场整体震荡为主。本周市场影响因素包括消息面、 债券供给和资金面。消息面较多，小作文传政治局会议地产政策以及美国表态降低对华关税 等， ...