Economic Data and Market Trends - US economic activity showed signs of slowing down, with the ISM services index falling to 49.9, indicating contraction for the first time in a year[8] - The Dow Jones decreased by 0.22%, while the S&P 500 rose slightly by 0.01% to 5970.81 points, and the Nasdaq increased by 0.32%[1] - A-shares strengthened post-holiday, with the Shanghai Composite Index up 0.42% to 3376.2 points[1] Sector Performance - The Hong Kong Hang Seng Index rose by 0.6% to 23654.03 points, led by gains in the consumer sector and active trading in precious metals[1] - Jewelry stocks maintained strong performance, while brokerage stocks were active, and beer-related stocks received a boost[1] US-China Relations and Technology - US Commerce Secretary stated that China currently lacks the capacity for large-scale production of advanced chips, estimating only about 200,000 units can be produced, which is minimal compared to demand[8] - The US Federal Reserve's Beige Book indicated a broad economic impact from tariff policies and rising uncertainty, with labor demand weakening across all regions[12] Investment and Corporate Actions - Shiu Fook Jewelry plans to raise funds through an IPO to expand its sales network, with a valuation potentially exceeding 10 billion RMB[10] - Nidec Corporation announced a share buyback plan of up to 8 billion RMB, having repurchased approximately 664,000 A-shares for about 1.55 billion RMB[13]

Key Points - The Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors [1] Company News - Sanhua Intelligent Control has passed the main board listing hearing at the Hong Kong Stock Exchange [2] - Haitian Flavoring and Food Company has approved the global offering of H-shares and related matters for listing on the Hong Kong Stock Exchange [2] - According to the China Passenger Car Association, BYD's sales in May are estimated to reach 376,930 units [2] - China State Construction International's subsidiary is investing 7.491 billion yuan in a real estate project in Beijing [2] - Chow Tai Fook Jewellery has passed the listing hearing at the Hong Kong Stock Exchange and is reportedly conducting a pre-roadshow, planning to raise up to 1.57 billion HKD [2] - Gemdale Properties' cumulative contract sales for the first five months are approximately 4.139 billion yuan, a year-on-year decrease of 44.83% [2] - Sincere Watch International's cumulative net operating revenue for the first five months is approximately 6.657 billion HKD, a year-on-year decrease of about 8.4% [2] - Agile Group's contract sales in May amounted to 930 million yuan, with cumulative contract sales from January to May reaching 4.24 billion yuan [2] - Contemporary Amperex Technology Co., Ltd. has reached a strategic cooperation with A.P. Moller-Maersk to accelerate the electrification of container handling equipment using high-performance batteries and system-level solutions [2]

Group 1 - Institutional trading saw 37 stocks listed, with 19 experiencing net buying and 18 facing net selling [1] - The top three stocks with the highest institutional buying were: JiuZhiTang (¥115 million), CaiBai Co. (¥92.37 million), and HuiJin Co. (¥52.55 million) [1] - JiuZhiTang's stock price increased by 10.05% with 5 buyers and 1 seller [2] - CaiBai Co. saw a stock price rise of 9.99% with 3 buyers and 1 seller [2] Group 2 - HuiJin Co. had 3 institutions net buying ¥52.55 million, and the company completed its delisting risk removal on May 26, 2025, changing its name from ST HuiJin to HuiJin Co. [3] - The company provides services including server leasing, hosting, and customized data center modifications, collaborating with operators for virtual machines and bandwidth leasing [3] - In the jewelry sector, Hong Kong stocks such as LaoPu Gold and China Gold International reached historical highs, while LiuFook Group and Chow Tai Fook hit new yearly highs [3] - The "micro-drunk economy" trend is emerging, focusing on consumer experiences and feelings, influencing brand positioning [3] - XiangPiaoPiao has collaborated with liquor companies to launch low-alcohol beverages, while LeHui International is establishing craft beer as a secondary business with a national supply chain [3]

智通财经APP获悉，据港交所6月3日披露，周六福珠宝股份有限公司 (下称：周六福)通过港交所主板上市聆讯，中金公司及中信建投国际为其联席保 荐人。 | [的[编纂]數目 : [编纂]股H股(視乎[编纂]行使 | | --- | | 與否而定) | | [编纂]數目 :「編纂]股H股(可予[編纂]) | | [編纂]數目 : [编纂]股H股(可予[編纂]及視乎 | | [編纂]行使與含血定) | | 最高[編纂] : 每股H股[編纂]港元,另加1%經紀佣金、 | | 0.0027％證監會交易徵費、0.00015% | | 會財局交易徴費及0.00565％聯交所 | | 交易費(須於申請時以港元繳足,多繳股壽 | | 可予張還) | | 咱信 : 每股H股人民幣1.00元 | | [編纂] : [編纂] | 据招股书披露，周六福是一间中国珠宝公司，通过线下门店和线上销售渠道提供各种珠宝产品，主要为黄金珠宝产品及钻石镶嵌珠宝。根据弗若斯特 沙利文的资料，以中国门店数目计，周六福于2017年至2024年连续八年维持于中国珠宝市场前五大品牌之列。截至2024年12月31日止年度，以商品交 易总额及来自黄金珠宝产品的收入 ...

Group 1 - The cultivated diamond concept rose by 3.11%, ranking 8th among concept sectors, with 16 stocks increasing in value, including Mankalon which hit a 20% limit up [1][2] - The leading gainers in the cultivated diamond sector included Mankalon, Chaohongji, and Sifangda, with respective increases of 20%, 10.02%, and 5.94% [1][2] - The sector saw a net inflow of 147 million yuan from main funds, with Mankalon receiving the highest net inflow of 75.06 million yuan [2][3] Group 2 - The main fund inflow ratios for Mankalon, Chaohongji, and China Gold were 6.96%, 5.36%, and 4.72% respectively, indicating strong investor interest [3][4] - The cultivated diamond sector's performance was contrasted with declining sectors such as special steel and medical waste treatment, which saw negative changes of -0.93% and -0.51% respectively [2][4] - Stocks like *ST Yazhen and Jing Sheng Electric experienced notable declines of -1.78% and -0.15%, highlighting the volatility within the market [1][4]

港股收盘，恒生指数涨1.53%，恒生科技指数涨1.08%。连连数字跌近40%；老铺黄金、理想汽车涨超 5%，小米集团涨超3%。 ...

Group 1 - LVMH has observed a growing interest among Chinese consumers in local brands, particularly in the jewelry sector, with a significant surge in demand for Chinese gold jewelry companies [1] - LVMH's financial performance has faced challenges, with a projected revenue decline of 2% to €84.683 billion and a net profit drop of 17% to €12.25 billion for 2024, alongside underwhelming Q1 2025 results [1] - Lao Pu Gold has achieved remarkable sales performance in China, averaging sales of ¥328 million per store in 2024, ranking first in revenue and sales efficiency among all jewelry brands in the region [1] Group 2 - The unique cultural value and intangible heritage craftsmanship of Lao Pu Gold are attracting high-end Chinese consumers who previously favored international luxury brands [2] - Richemont Group's CEO acknowledged the competitive threat posed by Lao Pu Gold, highlighting its deep roots in Chinese culture and its impact on market vitality [2] Group 3 - Morgan Stanley has warned European luxury brands to closely examine the competitive threat from Lao Pu Gold, suggesting that its strong performance could disrupt the long-held perception that local competitors do not pose a threat [3]

Group 1 - The article highlights the growing interest of capital in companies that resonate with younger consumers, exemplified by successful IPOs like Blokus and card game companies backed by major investors [1][2] - The market is witnessing a surge in the collectible toy economy, with Pop Mart's stock price soaring and its market capitalization reaching HKD 300 billion, indicating strong investor enthusiasm [1] - Traditional companies are adapting to the younger demographic's consumption patterns, with strategies like "white liquor + X" from Kweichow Moutai and the youth-oriented initiatives from brands like Quanjude and Zhou Dasheng [2] Group 2 - The article emphasizes that the shift towards younger consumer engagement is not merely about price cuts or superficial branding but requires a comprehensive restructuring of products and precise market positioning [2] - The ongoing popularity of trendy toys reflects the robust consumption capacity and emotional needs of Chinese consumers, suggesting a significant market potential in the "new" economy [2] - Embracing the youth consumer trend is seen as a necessary evolution for brands, marking the beginning of a new era in consumer engagement [2]

以下为晚报正文： 1、中办、国办：目标到2027年，碳排放权、用水权交易制度基本完善 重要程度：★★★★★ 当地时间5月28日，美国国际贸易法院阻止了美国总统特朗普依据《国际紧急经济权力法案》而宣布的关 税政策生效，并裁定特朗普越权。在裁决公布后不久，特朗普政府的律师已通知该法院他们将提起上诉。 中办、国办印发《关于健全资源环境要素市场化配置体系的意见》，主要目标为到2027年，碳排放权、用 水权交易制度基本完善，排污权交易制度建立健全，节能市场化机制更加健全，资源环境要素交易市场更 加活跃。 意见提出完善资源环境要素配额分配制度、优化交易范围、健全交易制度、加强基础能力建设和组织实施 等措施。 2、商务部回应中美经贸磋商新动向：敦促美方停止对华歧视性限制措施 重要程度：★★★★ 市场人士普遍对短线市场风险偏好情绪的回暖感到欣喜。不过，由于特朗普政府已对此裁决提出上诉，且 已经在关税方面骑虎难下的白宫，也可能寻求通过其他法律启动替代性关税，因此不少业内人士也认为， 从长远来看，相关关税政策和全球贸易格局依然将面临着较为巨大的不确定性。 4、浙江发布智算云发展意见 2027年智算规模达 5月29日，商务部新闻发 ...

Core Viewpoint - The establishment of the DR Global Headquarters in Shenzhen marks a significant step in the company's global strategy, aiming to create a world-class fashion and creative industry hub in the Guangdong-Hong Kong-Macao Greater Bay Area [1][5]. Group 1: Company Vision and Strategy - The company aims to become a global leader in true love culture, with its high-end jewelry brand DR recognized as the world's number one brand for engagement rings [3]. - The DR Global Headquarters is designed to integrate various functions such as research, design, display, operation, and sales, positioning it as a global fashion source [1][5]. - The headquarters will serve as a platform to promote the company's commitment to love culture, emphasizing the importance of teaching future generations how to love [3][4]. Group 2: Architectural and Design Aspects - The headquarters features a unique architectural design that incorporates romantic aesthetics, developed by renowned international architectural firms [3][4]. - It includes various facilities aimed at enhancing the user experience, such as a romantic proposal hall and a love declaration screen, reinforcing the brand's commitment to love [4]. Group 3: Market Position and Growth - The location in Shenzhen Bay is strategic, as it is a core area of the Greater Bay Area, attracting major global companies and enhancing DR's international influence [5]. - The Greater Bay Area is recognized as a leading global economic zone, with an expected economic total of 14.5 trillion yuan by 2024, providing a robust market for DR's expansion [5]. - The company has accelerated its internationalization efforts, with overseas revenue increasing by 704.62% in 2024, and has established a presence in key international cities [6]. Group 4: Brand Recognition and Social Media Presence - DR has gained significant recognition in non-Asia-Pacific markets, with its brand philosophy widely discussed on major social media platforms [6]. - The company has over 30 million followers across global social media platforms, enhancing its brand visibility and market presence [6].