Macro Dynamics - The Chinese Ministry of Commerce urges the U.S. to completely eliminate unilateral tariffs, emphasizing that trade wars have no winners and protectionism leads to negative outcomes [1] - The Chinese Ministry of Foreign Affairs firmly opposes the U.S. decision to unjustly cancel Chinese student visas, stating it harms the legitimate rights of Chinese students and disrupts normal cultural exchanges between the two countries [2] Market Data - On May 29, the A-share market saw the ChiNext Index rise by 1.37%, with significant gains in digital currency and EDA concepts, as well as autonomous driving and innovative drug sectors [7] - The total market turnover reached 1.2 trillion yuan, an increase from the previous day's 1 trillion yuan, with over 4,400 stocks rising [7] - As of May 28, the total margin balance in the two markets increased by 2.95 billion yuan, with the Shanghai Stock Exchange's margin balance at 909.99 billion yuan and the Shenzhen Stock Exchange's at 883.23 billion yuan [8] Company Dynamics - Tesla's CEO Elon Musk announced that the Model Y autonomous driving vehicle will be delivered to customers in June, with successful testing on public roads in Austin [10] - Ideal Auto reported a total revenue of 25.9 billion yuan for Q1 2025, a year-on-year increase of 1.1%, and a net profit of 647 million yuan, up 9.4% year-on-year, with total vehicle deliveries of 92,900 units, reflecting a 15.5% increase [12]

【重点关注】 ·中办、国办：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 ·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共同维护日内瓦高层会谈共识 ·福建省海洋与渔业局：与华为就海洋经济达成合作意向拟组建数字海洋建设工作专班 ·近日，商务部、中央宣传部、文化和旅游部、广电总局联合发布《2025-2026年度国家文化出口重点企 业目录》和《2025-2026年度国家文化出口重点项目目录》，认定咪咕文化科技有限公司等404家企业为 2025-2026年度国家文化出口重点企业，中国电视长城平台等121个项目为2025-2026年度国家文化出口 重点项目。 ·今年端午节假期，全社会跨区域人员流动量预计将达到6.87亿人次，比2024年同期增长约7.7%。据交 通运输部有关负责人介绍，端午节假期全国高速公路日均总流量预计约4070万辆次，比去年同期增长约 3%。预计客车流量峰值出现在假期第一天（5月31日），约3800万辆次。预计新能源汽车日均流量830 万辆次，占日均总流量约21%，较去年同期（日均570万辆次，占比14.4%）明显增长。 ·1至4月，规模以上轻工企业实现营业收入 ...