智通财经APP获悉，根据2025年4月22日披露数据，中国电信（00728）、新天绿色能源（00956）、凯 盛新能（01108）位居港股通持股比例前3位，分别为74.50%、67.36%、67.18%。此外，阿里巴巴－W （09988）、腾讯控股（00700）、盈富基金（02800）在最近有统计数据的5个交易日内，持股额增幅最 大，分别为+40.45亿元、+30.71亿元、+27.30亿元;中芯国际（00981）、小米集团－Ｗ（01810）、中国 石油化工股份（00386）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-14.57亿元、-9.19 亿元、-6.26亿元。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 阿里巴巴－W(09988) | +40.45亿元 | +3677.58万股 | | 腾讯控股(00700) | +30.71亿元 | +666.95万股 | | 盈富基金(02800) | +27.30亿元 | +12467.10万股 | | 中国石油股份 ...

Group 1: Japan Market Focus - The report highlights the commencement of tariff negotiations between Japan and the US, with potential concessions from Japan including LNG and military equipment purchases, and reduced agricultural import tariffs [11][13] - The report indicates that the Japanese economy's growth is expected to be driven by domestic demand, with a focus on companies with high domestic revenue, such as drugstore chains [19][20] - The report suggests that the Bank of Japan may consider raising interest rates in the second half of the year, with a target policy rate of 0.8%-1% by year-end [16][19] Group 2: India Market Focus - The report notes that India's overall CPI has dropped to its lowest level in nearly six years, which supports expectations for further monetary easing by the Reserve Bank of India [33][34] - The report emphasizes that India's economy is primarily driven by domestic demand, making it less susceptible to external trade policy impacts, and forecasts a stable long-term growth trend despite short-term cyclical slowdowns [40][41] - The report identifies Tata Communications and HDFC Asset Management as key investment opportunities, with Tata Communications expected to see double-digit growth in data services revenue [42][41] Group 3: Gold Market Focus - The report discusses the increasing global demand for gold driven by geopolitical uncertainties and the impact of US tariff policies, which are expected to support higher gold prices [54][57] - The report anticipates that gold prices could reach $3,337 per ounce by mid-2025 under neutral conditions, with potential highs of $3,620 and lows of $3,081 under optimistic and pessimistic scenarios, respectively [54][57] - The report highlights investment opportunities in gold mining and jewelry sectors, specifically mentioning Shandong Gold and Laopu Gold as potential beneficiaries of rising gold prices [58][57]

Market Overview - Major stock indices in China experienced fluctuations but ended higher, with Shenzhen Component Index and ChiNext Index rising over 1% and North Star 50 Index increasing nearly 3% [1] - The total trading volume in the Shanghai, Shenzhen, and North exchanges reached 1,073.8 billion yuan, an increase of 124.5 billion yuan from the previous day [1] Investment Opportunities - CATL launched new products including the second-generation Shenxing battery and sodium-ion battery, achieving significant advancements in charging speed and energy efficiency [2] - The second-generation Shenxing battery can charge in 5 minutes for a range exceeding 520 kilometers, marking it as the world's first lithium iron phosphate battery with both 800 kilometers of long range and peak charging capability of 12C [7] - The second-generation sodium-ion battery maintains over 90% energy efficiency at -40°C, with an energy density of 175Wh/kg, the highest in the industry for mass production [2] AI Development - OpenAI released the latest models in the o series, enhancing multi-modal reasoning capabilities and integrating image processing directly into the models [3] - The advancements in AI models are expected to drive a surge in demand for computing power, presenting investment opportunities in AI and related computational sectors [3] Policy and Regulatory Developments - The Chinese government issued a strategic opinion to enhance the Free Trade Zone, focusing on improving trade, investment, and data flow policies [4][5] - The Ministry of Industry and Information Technology announced plans to expand openness in the telecommunications sector, encouraging foreign investment and new business models [6] - The National Health Commission is promoting commercial health insurance to support the development of foreign medical institutions in China, aiming to enhance local healthcare services [6]

央广网北京4月22日消息（记者丁飞）据中央广播电视总台中国之声《新闻和报纸摘要》报道，国 务院新闻办公室21日举行发布会，介绍《加快推进服务业扩大开放综合试点工作方案》（以下简称《工 作方案》）有关情况。发布会上介绍，《工作方案》从重点服务领域开放、产业创新发展等多个维度， 在电信、金融、商贸文旅等多领域明确155项试点任务。 自2015年以来，我国分三批先后批准北京等11个省市开展服务业扩大开放综合试点。根据最新印发 的《加快推进服务业扩大开放综合试点工作方案》，大连、宁波、厦门、青岛、深圳、合肥、福州、西 安、苏州9个城市纳入试点范围。商务部副部长兼国际贸易谈判副代表凌激表示，推动试点提速加力将 加快形成更加丰富多样的制度创新成果。 凌激：这9个城市的服务业发展基础好，区域和产业代表性比较突出，同时他们的试点意愿和组织 实施能力也比较强。这次试点任务不再区分地区和任务批次，一次性向所有试点的11个省市全面铺开。 《工作方案》从重点服务领域开放、产业创新发展等多个维度，明确了155项试点任务，涵盖电 信、医疗、金融、商贸文旅、交通运输等多个领域。此外，《工作方案》分类梳理了《全面与进步跨太 平洋伙伴关系协定 ...

Core Viewpoint - The Chinese government is accelerating the expansion of service industry openness amid rising unilateralism and protectionism globally, with a focus on enhancing its own economic stability and providing certainty to the world [8]. Group 1: Service Industry Expansion - The State Council announced a comprehensive pilot program with 155 tasks aimed at expanding service industry openness [1]. - New pilot cities include Dalian, Ningbo, and Xiamen, expanding the initiative beyond the existing 11 pilot provinces and cities [10]. Group 2: Telecommunications and Healthcare - In telecommunications, the plan includes removing foreign ownership limits on app stores and internet access services [3]. - The healthcare sector will support foreign and Hong Kong, Macau, and Taiwan doctors in opening clinics and simplify approval processes for foreign medical professionals [5]. Group 3: Financial Sector Initiatives - The financial sector will explore international factoring and support multinational companies in conducting cross-border operations in RMB [5]. - The People's Bank of China is enhancing financial support for regional coordinated development, including a digital RMB pilot in Chongqing [6]. Group 4: Trade and Transportation - In trade and tourism, foreign investment in travel agencies for outbound tourism will be permitted [8]. - The transportation sector will explore container sharing and "one box to the end" initiatives [8]. Group 5: Regulatory and Policy Improvements - The pilot tasks will address issues like visa-free transit, permanent residency, and professional qualification recognition to facilitate foreign talent [8]. - The focus will also be on improving cross-border data flow, standardization, intellectual property, and commercial encryption [8].

Core Viewpoint - The Chinese government is committed to accelerating the opening of its service industry, particularly in response to external challenges such as the U.S. implementing "reciprocal tariffs" which disrupts global trade and supply chains [2][3]. Group 1: Service Industry Opening - The "Work Plan" emphasizes the acceleration of opening up the service industry, showcasing China's determination to expand foreign access despite external pressures [2][3]. - Since the initiation of the service industry opening pilot program in 2015, there have been multiple upgrades and expansions, resulting in a framework of "1+4+6" with 20 pilot cities now included [3][4]. - The new plan aims to streamline pilot tasks across all 11 pilot provinces and cities, enhancing efficiency and expanding the scope of foreign investment [3][4]. Group 2: Telecommunications Sector - The plan prioritizes the opening of telecommunications services, including the removal of foreign ownership limits on certain service businesses [4][5]. - The Ministry of Industry and Information Technology has initiated steps to further open up the value-added telecommunications sector, with pilot approvals already granted to several global companies [5]. Group 3: Financial Sector - The People's Bank of China is developing financial standards for seven industries, including shipping and chemicals, to support the transition to greener practices [6][7]. - The central bank has already released six green finance standards and is working on additional standards to prevent "greenwashing" and ensure genuine transitions [6][7]. Group 4: Healthcare Sector - Since the launch of the service industry opening pilot, over 150 joint-venture and wholly foreign-owned medical institutions have been established in China [7][8]. - The government has allowed foreign medical professionals from Hong Kong, Macau, and Taiwan to practice temporarily in mainland China, facilitating the growth of foreign investment in healthcare [8].

Core Viewpoint - The Chinese government has approved a comprehensive pilot program to accelerate the opening of the service industry, consisting of 155 pilot tasks aimed at enhancing openness in key sectors and promoting innovation and development [1][2]. Group 1: Key Areas of Focus - The pilot program emphasizes aligning with high-standard international trade rules such as CPTPP and DEPA, showcasing China's commitment to expanding foreign openness and supporting economic globalization [2]. - In the telecommunications sector, the program includes removing foreign ownership limits on services like app stores and internet access, encouraging the development of new business models such as data labeling and overseas game operations [2][3]. - The healthcare sector will see support for foreign doctors to open clinics, short-term practice for overseas medical professionals, and the establishment of non-profit medical institutions funded by donations [2][4]. Group 2: Financial Sector Initiatives - The financial sector initiatives include exploring international factoring, supporting cross-border capital operations in RMB, and attracting foreign insurance companies and funds to provide financing and technical services for green projects [3]. - The program encourages credit rating agencies to rate green bonds and supports qualified leasing companies in issuing green bonds [3]. Group 3: Trade and Tourism Developments - In the trade and tourism sector, foreign investment in travel agencies for outbound tourism will be allowed, and pilot projects for tax-free display and custody of classic cars will be supported in Tianjin [3]. - The Boao Lecheng International Medical Tourism Pilot Zone in Hainan will be a testing ground for the import and use of special medical and health foods [3]. Group 4: Transportation and New Business Models - The transportation sector will support container shipping and the creation of "green channels" for cross-border bus services, as well as explore new models for exporting new energy vehicles and batteries [3]. - The program also aims to enhance the development of new service industry business models and improve the level of liberalization and facilitation [3]. Group 5: Progress and Achievements - Since the implementation of the pilot program, significant progress has been made in the healthcare sector, with over 1,500 foreign medical professionals currently practicing short-term in China [5]. - In telecommunications, the Ministry of Industry and Information Technology plans to remove foreign ownership limits on several value-added telecom services in key cities, which has garnered positive attention from both domestic and international stakeholders [5].

Group 1 - The core viewpoint of the news is the introduction of a comprehensive pilot work plan to accelerate the expansion of the service industry, which includes the addition of new pilot cities and the establishment of specific tasks across various sectors [1][2][3]. Group 2 - Nine new cities have been added to the pilot program, including Dalian, Ningbo, Xiamen, Qingdao, Shenzhen, Hefei, Fuzhou, Xi'an, and Suzhou, expanding the total to 20 pilot cities [2]. - A total of 155 pilot tasks have been clearly defined, covering multiple sectors such as finance, telecommunications, and healthcare [3]. Group 3 - In the telecommunications sector, tasks include removing foreign ownership limits on app stores and internet access services, and developing a complete industry chain for game exports [4]. - In the healthcare sector, initiatives support foreign doctors opening clinics, establishing non-profit medical institutions through donations, and optimizing the import inspection model for rare disease drugs [4]. - In the financial sector, tasks include exploring international factoring business and supporting multinational companies in conducting cross-border fund operations in RMB [4]. - In the trade and tourism sector, foreign investment in travel agencies for outbound tourism is permitted, and specific pilot projects are supported in Tianjin and Hainan [4]. - In transportation, support is provided for container sharing and cooperation, creating "green channels" for cross-border bus transit, and exploring new models for exporting new energy vehicles and batteries [4]. - The plan also includes measures to facilitate the entry and practice of foreign talent, such as visa exemptions and recognition of professional qualifications, alongside strengthening legal protections for foreign-related legal services [4].

Core Viewpoint - The Ministry of Commerce supports the development of new business formats and models such as "data processing" and has outlined 155 pilot tasks to promote the opening up of key service sectors [1] Group 1: Policy Initiatives - The State Council has approved the "Comprehensive Pilot Work Plan for Accelerating the Opening Up of the Service Industry" [1] - The plan includes multiple dimensions such as opening up key service areas and promoting industrial innovation [1] Group 2: Key Areas of Focus - In the telecommunications sector, pilot tasks include removing foreign investment shareholding restrictions on services like app stores and internet access [1] - The government encourages the development of the data labeling industry and aims to improve the data trading market system [1]

4月17日，广州市政府常务会议审议通过《广州市关于以高水平开放推动服务贸易和数字贸易高质量发 展的若干措施》（下称《若干措施》），提出稳步扩大制度型开放、促进资源要素跨境高效便捷流动等 6个方面22项措施，深化服务贸易和数字贸易领域改革、开放、创新、合作。 为深化服务业对外开放，《若干措施》提出落实全国版、自贸区版跨境服务贸易负面清单，加强粤港澳 大湾区开放措施与跨境服务贸易负面清单工作衔接，紧密对接CEPA服务贸易协议，进一步放宽电信、 医疗、教育等服务领域外商投资准入条件，争创国家服务贸易创新发展示范区。 聚焦专业人才跨境流通，《若干措施》要求深入开展外籍"高精尖缺"人才认定标准试点，开展外国人来 华工作便利化试点，拓展境外职业资格（工种）认可清单，支持外国人才来穗创新创业。此外，《若干 措施》鼓励符合条件的外资机构参与财富管理、绿色金融等方面投融资，促进跨境投融资便利化。 在发展壮大新兴服务贸易方面，广州将引进高品质国际会展，打造一批有国际影响力的会展品牌；扩大 教育、医疗、文化、体育等生活性服务贸易供给，开展外商独资医院试点，积极引进境外高水平教育资 源，引进举办ITF赛事、ATP赛事等国际赛事，促进 ...