2025 年 6 月 16 日星期一 【美国债市】 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 请务必阅读免责条款 1 证 券 研 究 【实时热点】 报 告 伊朗宣布：正式退出与美国的核谈判 美国将放宽阻碍特斯拉自动驾驶出租车发展的法规 中国 5 月社融增量 2.29 万亿元，M2 同比增 7.9%低于预期 国常会：研究优化药品和耗材集采有关举措 广州拟全面取消限购、限售 我国幼儿园数量连续三年减少 贵州茅台上调 2024 年每股分红金额 亚马逊将投资 200 亿澳元扩建澳大利亚数据中心基础设施 波音公司下调未来 20 年飞机需求预测 5 月苹果 iPhone 中国销量升至第一 2 年期美债收益率涨 4.81 个基点报 3.945% 5 年期美债收益率涨 4.20 个基点报 4.003% 10 年期美债收益率涨 4.54 个基点报 4.405% 【经济数据】 | 重要指数 | 收市价 | 涨跌(%) | 海外市场重要指数 | 收市价 | 涨跌(%) | | --- | --- | --- | --- | --- | --- | | 波罗的海干散货 | 1968. ...

·今年前5月中国铁路固定资产投资同比增5.9%。 ·今年前5月中国对中亚五国进出口规模创历史同期新高。 ·反对"舌尖上的浪费"，新版餐饮业新规实施。 央视网消息：每天8点，央视网为您梳理24小时内发生在咱们身边的大小事儿。 ·第十七届海峡论坛大会在厦门举行。 ·第55届巴黎航展将于6月16日至22日举办，中国航空工业集团公布了今年的参展阵容，歼-10CE、歼-20、歼-35、运-20等将亮相。 ·我国成功实现商用堆生产钇-90。 ·台风"蝴蝶"致广东暴雨，全省最大累积雨量399.7毫米。 ·浙江启动防汛Ⅳ级应急响应，21座大中型水库超汛限水位。 ·重庆一司机因持续鸣笛引发争执，强行驶离致1人死亡4人受伤。 ·打着平替幌子造假！浙江东阳查获1.8万个盗版LABUBU。 ·山海关中国长城博物馆开馆。 ·以色列伊朗持续互袭，俄美首脑通话讨论局势。 ·台风"蝴蝶"在越南引发洪灾致6死1失踪。 ·李在明再提恢复韩朝对话合作，强调"和平就是经济"。 ·"未发生任何袭击事件"，胡塞武装否认其高级官员遭袭。 ·外媒：印度北部发生直升机坠毁事故，致7人遇难。 ·国际最新研究观测发现尘云地外行星和新形成地外行星。 ·雷雨来袭，英 ...

Important Market News - The 55th Paris Air Show will be held from June 16 to June 22, 2025, with China Aviation Industry Corporation showcasing significant exhibits including J-20, J-35A, J-10CE, Y-20, Z-20, and Z-10ME, along with various drones and civil aircraft [1] Industry Insights - The Hong Kong government plans to release a second policy declaration on digital asset market development, aiming to enhance the integration of traditional financial services with digital asset technology, improve security and flexibility, and encourage innovation in digital asset applications. The implementation of the Stablecoin Regulation is expected to attract more investor attention and business opportunities in the related industry chain [2] - China has successfully conducted its first invasive brain-computer interface clinical trial, marking it as the second country globally to enter this stage. The initiative aims to validate the effectiveness and safety of implanted brain-computer interface treatment plans, with significant implications for the medical rehabilitation market and a projected global industry value of $200 billion over the next 10-20 years [3] - A strategic research collaboration between Stone Pharmaceutical Group and AstraZeneca has been established, focusing on AI-driven drug discovery. Stone Pharmaceutical is set to receive $110 million in upfront payments and has the potential to earn over $5 billion through milestone payments and royalties, highlighting the recognition of Chinese AI drug discovery technology by multinational pharmaceutical companies [4] Cautionary Notes - Several companies, including Deen Precision Engineering and Baoli International, announced plans for share reductions by key executives and major shareholders, indicating potential shifts in ownership and market dynamics [5]

Group 1 - India has committed to releasing an investigation report on a recent plane crash within three months, which resulted in 279 fatalities and one survivor [1][4] - The Indian government has established two independent committees to investigate technical issues and other potential factors related to the crash [1] - The crash involved a significant number of casualties, including 241 onboard and 38 ground personnel [1] Group 2 - ROMOSS issued an apology regarding the ban of its power banks in several Beijing universities, promising to take full responsibility for any defective products identified by authorities [2][5] - The company is actively communicating with relevant departments and has not yet received any risk notifications from the Beijing Education Committee [2] Group 3 - Apple announced that a small number of its M2 chip-equipped Mac Mini devices may fail to power on, affecting units produced between June 16, 2024, and November 23, 2024 [3][4] - Affected users can check their device's eligibility for free repair services through a serial number lookup tool [3] Group 4 - Boeing has revised its 20-year forecast for global new aircraft demand, now estimating a need for 43,600 new aircraft by 2044, down from a previous estimate of 43,975 [4][5] - The company predicts that approximately 51% of new aircraft demand will come from growth rather than replacing old planes [4] Group 5 - Japan's Ministry of Land, Infrastructure, Transport and Tourism has requested domestic airlines to inspect Boeing 787 aircraft following a crash incident involving an Indian airline [4] - Japan is a significant supplier of parts for the Boeing 787, producing 35% of its components, and any findings related to the crash could impact both Boeing and its suppliers [4] Group 6 - The total prize money for the 2025 Wimbledon Championships will reach a record high of £53.5 million, with singles champions set to receive £3 million each [3] - The tournament is scheduled to begin on June 30, 2025, with finals taking place on July 12 and 13 [3] Group 7 - Meta has completed a significant acquisition of Scale AI for nearly $15 billion, marking one of its largest deals in history [16] - The founder of Scale AI, Alexandr Wang, will join Meta to lead its "super intelligence" division [16]

Group 1 - The Hong Kong Special Administrative Region government will release its second policy declaration on digital asset development, reflecting the rapid growth of the digital asset market since the first declaration in late 2022 [1] - The new policy aims to better integrate traditional financial services with technological innovations in the digital asset sector, enhance the security and flexibility of digital assets in real economic activities, and encourage local and international enterprises to explore innovations and applications in digital asset technology [1] Group 2 - China has successfully conducted its first invasive brain-computer interface clinical trial, marking the country as the second globally to enter the clinical trial phase for this technology [2] Group 3 - The China Aviation Industry Corporation announced its lineup for the 2025 Paris Air Show, featuring significant aircraft such as the J-20, Y-20, and various drones, showcasing China's advancements in aviation technology [3] Group 4 - China has successfully mastered the technology for commercial production of Yttrium-90, filling a technological gap in the production of this material through commercial reactors [4] Group 5 - Baidu has launched its largest-scale recruitment drive for top AI talent, expanding job openings by over 60% compared to last year, focusing on cutting-edge areas in artificial intelligence [5] Group 6 - The second Zhongguancun Embodied Intelligent Robot Application Competition has been launched, aimed at stimulating technological innovation and promoting deep integration of industry, academia, and research in the field of embodied intelligence [6] Group 7 - China's first geophysical field detection satellite, Zhang Heng No. 1 02, has been successfully launched, enhancing the country's capabilities in monitoring major natural disasters [7][8] Group 8 - The first batch of floating rate funds has raised a total of 12 billion yuan through bank channels, with significant participation from various banks, indicating strong market interest [9] Group 9 - Shenzhen is preparing to pilot a secondary listing for red-chip stocks, which will provide a more efficient listing channel for innovative enterprises [10] Group 10 - Hainan Province plans to establish over 100 smart factories by 2027, with a structured cultivation system across four levels to enhance its industrial capabilities [11]

Group 1 - The Y-20 physical prototype has been officially delivered to Northwestern Polytechnical University [1] - The chief designer of the Y-20, Academician Tang Changhong, expressed aspirations for the aircraft, stating it is China's first large aircraft and that there is potential to create even larger planes [1] - Tang emphasized the ambition to enhance the structural integrity of the Y-20, indicating a commitment to advancing aerospace capabilities [1]

中国完全自主研制的大型水陆两栖飞机AG600"鲲龙"近日获得中国民航局生产许可证，正式进入批量生 产阶段。这标志着我国在大型航空应急救援装备体系建设上取得关键里程碑，也是"中国制造"向"中国 智造"转型的生动实践。另外，"鲲龙"还在高高原完成了测试飞行，验证了飞机在复杂气象条件下的各 项性能，标志着我国航空工业在复杂气象与高原作业领域实现突破。(央视新闻) ...

Group 1 - Airbus is in negotiations to sell approximately six A350 aircraft to EgyptAir [1]

Core Viewpoint - The Indian government is considering whether to suspend the operation of Boeing 787 aircraft in the country during an ongoing investigation [1] Group 1 - The investigation pertains to the Boeing 787 aircraft, indicating potential regulatory scrutiny [1] - The decision to suspend operations is still under consideration, reflecting the government's cautious approach [1]

据央视新闻，当地时间6月13日，印度政府考虑停飞波音787。 ...