宏观新闻
1、4月24日下午，美国国务卿安东尼.布林肯抵达上海，开启任内的第二次访华行程。
On the afternoon of 24 April, the United States Secretary of State, Anthony Bulkin, arrived in Shanghai to launch his second visit to China during his tenure.
2、外交部发言人汪文斌昨日主持例行记者会。有记者提问称，美参议院通过涉TikTok及涉台法案。汪文斌回应，我和我的同事以及中国商务部新闻发言人此前已经就美国国会通过涉TikTok法案阐明了中方原则立场，你可以查阅。
According to a journalist, the United States Senate passed the TikTok-related bill. Wang Wenbin responded, and my colleagues and China's Ministry of Commerce's press spokesman had already articulated China's principled position on the United States Congress' adoption of the TikTok bill, which you can consult.
3、商务部贸易救济局负责人就欧盟突击检查中国企业在欧办公室答记者问。商务部表示，中方认为，欧委会未作事先通知，未作立案通告，就直接突袭企业正常办公场所，扣留企业运营设备，违反了正当程序原则，干扰了正常的市场公平竞争秩序，严重损害了所有外国企业在欧运营信心。中方对此表示严正关切和强烈反对。
3. The head of the Trade and Relief Bureau of the Ministry of Commerce responded to journalists’ questions about the European Union’s surprise inspection of Chinese enterprises in Europe. The Ministry of Commerce stated that it was China’s firm’s firm’s firm’s immediate raid on normal premises without prior notice, without a notice, and without a notice of the case being filed, in violation of the principles of due process, and in violation of the normal order of fair competition in the market, which seriously undermined the confidence of all foreign firms to operate in Europe.
4、中国社会科学院金融研究所召开了《中国宏观金融分析》2024年第一季度发布会暨研讨会。分析团队建议，中央政府适度加杠杆，发挥国债的逆周期调控和安全资产功能；货币政策更多锚定物价目标，适时降准并继续较大幅度降息；供需两端持续发力稳定房地产市场，“真金白银”提振购房者和房企信心。
4. The Institute of Finance of the Chinese Academy of Social Sciences held a conference and seminar on China's macro-financial analysis in the first quarter of 2024. The team recommended that the central government leverage modestly to leverage the counter-cyclical regulation of public debt and secure asset functions; that monetary policy should have more anchor price targets, in due course, and continue to reduce interest rates considerably; and that supply and demand should continue to stabilize the real estate market at both ends, and that “real gold and silver” boost home buyers and homeowners'confidence.
行业新闻
1、在24日外交部例行记者会上，有记者提问称，欧盟宣布正研究针对中国医疗器械市场准入和政府采购的调查。外交部发言人汪文斌表示，欧盟一贯标榜是全球最开放的市场，但外界看到的是欧盟一步步走向保护主义，中方敦促欧方恪守市场开放承诺和公平竞争原则，遵守世贸组织规则，停止以各种借口无端打压限制中国企业。
1. At the 24th regular Foreign Ministry press conference, journalists questioned the European Union’s announcement that it was studying a survey on China’s market access for medical devices and government procurement. Wang Wenbin, the spokesman for the Ministry of Foreign Affairs, said that the European Union had always marked itself as the most open market in the world, but it was seen that the European Union was moving towards protectionism, and China urged the European Union to adhere to market opening commitments and the principles of fair competition, to comply with WTO rules, and to stop imposing unwarranted restrictions on Chinese enterprises under various pretexts.
2、华夏基金（香港）、嘉实国际、博时国际昨日宣布，三家基金子公司申请的首批香港比特币现货ETF、以太坊现货ETF产品，均已经获得香港证监会批准，拟定于4月29日发行，4月30日在香港交易所上市。据悉，这是亚洲市场上首次推出此类产品。
2. The Hong Kong Censorship Fund (HKF), Kaji International and Bo Time International announced yesterday that the first batch of Hong Kong’s Bitcoin and Etheria’s spot ETF products requested by three of their affiliates had been approved by the Hong Kong Censorship Board for release on 29 April and listed on the Hong Kong Exchange on 30 April. This is the first time such products have been introduced in the Asian market.
3、银行间主要利率债收益率大幅上行，截止北京时间4月24日16:40，10年期国债活跃券240004收益率上行5.1bp报2.271%，5年期国债活跃券240001收益率上行4.25bp报2.0925%，10年期国开活跃券240205收益率上行5.35bp报2.346%。
3. The rate of return on the principal interbank interest rate debt has increased significantly, from 5.1 bp to 2.271 per cent on the active bond 240004 in Beijing as at 24 April:16:40, 10 years, 4.25 bp to 2.0925 per cent on the active bond 240001 in five years and 5.35 bp to 2.34 per cent on the active bond 240205 in 10 years.
4、《天津市推动大规模设备更新和消费品以旧换新实施方案》出炉，目标到2027年，报废汽车回收量比2023年增加约一倍，二手车交易量比2023年增长45%，废旧家电回收量较2023年增长30%。
4. The Tianjin City Programme for the Promotion of Large-scale Equipment Renewal and Consumer Consumption for Old Implementation aims to double end-of-life vehicle recycling by 2027 over 2023, 45 per cent over 2023, and 30 per cent over 2023 for used and end-of-life household electricity recovery.
5、贵阳市住房公积金管理中心发布关于优化住房公积金阶段性政策的通知，通知提到，缴存人家庭申请住房公积金贷款购买自住住房的，最低首付款比例为20%。此外，扩大提取住房公积金支付首付款范围；提高人才公积金贷款额度。
5. The Guyang City Housing Provident Fund Management Centre issued a circular on the policy of optimizing the housing fund period, which states that the minimum initial payment rate of 20 per cent is 20 per cent for households that apply for a housing fund loan. In addition, the first payment for drawing from the housing fund has been expanded and the loan line for the talent fund has been increased.
6、住房城乡建设部建筑市场监管司在广东省深圳市召开智能建造试点工作推进会。会议要求，提炼一批可推广的实用技术和领先技术，将智能建造新技术新产业落到实处、做出实效，形成一批可感知、可量化、可评价的试点成果。
The Department of Building Market Supervision of the Ministry of Housing, Urban and Rural Development held a pilot workshop on smart construction in Shenzhen, Guangdong Province.
7、乘联会数据显示，4月1-21日，新能源车市场零售42万辆，同比去年同期增长20%，较上月同期下降2%，今年以来累计零售219.2万辆，同比增长31%。
7. On 1-21 April, the market for new energy vehicles retailed 420,000 vehicles, an increase of 20 per cent over the same period last year, a decrease of 2 per cent over the same period last month, and cumulative retail sales of 2.192 million vehicles since this year, an increase of 31 per cent over the same period.
公司新闻
1、东方财富公告，一季度净利润同比下降3.7%。
1. Eastern wealth announcement, a 3.7 per cent decline in net profit per quarter over the same period.
2、中衡设计发布股票交易风险提示性公告，华中智能飞行器产业基地项目尚未正式签订合同，也未形成任何收入。
The China Smart Vehicle Industry Base Project has not yet been formally contracted and generated any revenue.
3、中来股份公告，终止140亿元硅基项目。
3. The Chinese shares announced the termination of the $14 billion silicon-based project.
4、亿纬锂能公告，一季度净利润同比下降6.49%。
At 400 million latitudes, lithium energy was declared, with a 6.49 per cent decline in net profits in one quarter over the same period.
5、长城汽车公告，一季度净利润32.28亿元，同比增长1752.55%。
The Great Wall Cars Proclamation, net profit of $3.28 billion a quarter, an increase of 1752.55 per cent over the same period.
6、市场日前传出消息，称万科拟通过资产交易或股权交易等方式转让其在深圳10项资产，涉及金额超87亿元。万科回应，积极推进资产交易，但传闻信息不实。
6. The market has recently reported that Vanko intends to transfer 10 of its assets in Shenzhen, involving more than $8.7 billion, including through asset trading or equity trading.
7、科林电气公告，石家庄国投集团近日增持公司1.98%股份。
7- Colin Electric Bulletin, Ishigami Nation Investment Group, which holds 1.98 per cent of the company's shares, is on the rise.
8、歌尔股份公告，第一季度归母净利润3.8亿元，同比增长257.47%。
The Gore shares announced a net profit of 380 million yuan for the first quarter, an increase of 257.47 per cent over the same period.
9、通化东宝公告，GLP-1/GIP双靶点受体激动剂减重适应症申报临床获批。
9. Tungbao Circular, GLP-1/GIP double-target receptor agonist adaptive declaration of clinical approval.
10、商汤在港交所公告，推出大模型日日新5.0，B类股今起恢复买卖。
The Hong Kong Hong Kong Hong Kong Hong Kong Hong Kong Hong Kong has announced the introduction of a large model of 5.0 per day, and the B stock has now resumed trading.
环球市场
Global Market
1、美股三大指数收盘涨跌不一，纳指涨0.1%，标普500指数涨0.02%，道指跌0.11%。特斯拉大涨超12%，创2022年1月以来最大单日涨幅，市值重返5000亿美元上方；苹果涨超1%，英特尔、微软、谷歌小幅上涨；英伟达、奈飞跌超3%，亚马逊跌超1%，Meta小幅下跌。欧洲主要股指集体收跌，德国DAX30指数跌0.33%。
1. The three major indices of the United States share showed mixed growth and decline, with a 0.1 per cent increase, a 0.02 per cent increase and a 0.1 per cent decline. Tesla rose by more than 12 per cent, the largest single-day increase since January 2022, returning its market value to more than $500 billion; apples rose by more than 1 per cent, Intel, Microsoft, Google by a small increase; British Weaverda by more than 3 per cent, Nair by more than 1 per cent, Amazon by 0.02 per cent, and Meta by a small drop. Europe’s main share was a collective drop, with Germany’s DAX30 index by 0.33 per cent.
2、国际原油期货结算价小幅收跌。WTI原油期货6月合约跌0.66%，布伦特原油期货6月合约跌0.45%。
2. International crude oil futures settlement prices fell slightly. WTI crude oil futures fell by 0.66 per cent in June and Brent crude oil futures fell by 0.45 per cent in June.
3、COMEX黄金期货跌0.56%，COMEX白银期货跌0.61%。
3. COMEX's gold futures fell by 0.56 per cent and COMEX's silver futures fell by 0.61 per cent.
投资机会参考
Investment Opportunities Reference
1、跨海首飞仪式举行，该细分领域是低空经济重要细分赛道
1, a sea-heading ceremony, in the area of the breakdown of major low-altitude economies
琼粤无人机公共货运物流跨海首飞仪式于4月24日在文昌国际航天城举行。
On 24 April, the Tribute of the Uranium public cargo logistics service was held in Winchang International Space City.
工业无人机产业是低空经济重要的细分赛道，中国民航局29日发布数据显示，截至2023年底，我国已有超126万架无人机，同比增长约32%。2023年，民用无人机累计飞行超2300万小时。民航局已批准建立民用无人驾驶航空试验区17个、试验基地3个，覆盖城市、海岛、支线物流、综合应用拓展等场景。开源证券殷晟路认为，2024年受益于无人机的低空空域开放、中大型无人机适航审批加速、地方政府补贴、商业模式跑通，物流无人机有望成为低空经济中率先放量的场景。
The industrial drone industry is an important segment of the low-altitude economy, and data released by the Chinese Civil Aviation Authority on 29 September show that, by the end of 2023, the country had more than 1.26 million drones, an increase of about 32 per cent over the same period. In 2023, civilian drones had accumulated more than 23 million hours. The Civil Aviation Authority has approved the establishment of 17 civilian unmanned aerial test areas, three test bases, covering cities, islands, feeder logistics, integrated applications expansion, etc. The Open Source Portfolio believes that it benefited from low-altitude opening of drones in 2024, accelerated clearance of medium- and large-sized drones, local government subsidies, and business mode runs, and that logistics drones are expected to be the first deployment sites in the low-altitude economy.
2、因地制宜发展新兴产业，加快西部地区产业转型升级
2 To develop new industries adapted to local conditions and accelerate industrial transformation and upgrading in the western region
4月23日，新时代推动西部大开发座谈会在重庆召开，会上强调，要坚持把发展特色优势产业作为主攻方向，因地制宜发展新兴产业，加快西部地区产业转型升级。强化科技创新和产业创新深度融合，积极培养引进用好高层次科技创新人才，努力攻克一批关键核心技术。深化东中西部科技创新合作，建好国家自主创新示范区、科技成果转移转化示范区。
On April 23, in Chongqing, the New Era Conference on Development in the West was held, at which it was stressed that the development of niche industries should be the main focus of efforts to develop new and dynamic industries in order to accelerate industrial transformation in the West. To strengthen the integration of science, technology and innovation in the West, and to actively promote the introduction of high-level science, technology and innovation talent, efforts should be made to combat a number of key technologies.
我国能源资源与生产力逆向分布，80%以上的煤炭、水能、风能和太阳能资源分布在西部和北部地区，“东数西算”是继“西气东输”“西电东送”后又一项国家重要战略工程。以甘肃为例，甘肃枢纽节点算力规模突破5000P，运算能力大幅提高。中泰证券苏仪认为，未来，我国将持续优化算力设施建设布局，促进东西部地区算力高效互补和协同联动。
Our energy and productivity resources are inversely distributed, with more than 80% of coal, water, wind and solar resources distributed in the western and northern regions, and the East and West Count is another important strategic project in the country, following the “West and West” transfer. In Gansu, for example, the Gansu hub node level of computing has reached 5,000 Ps and has significantly improved its capacity.
3、新型钠电池曝光，能在几秒钟内完成充电
3, new sodium batteries exposed, charged in seconds
据媒体报道，近日，韩国科学技术院（KAIST）的科学家将电池中常用的阳极材料与适用于超级电容器的阴极材料集成在一起，开发出一种高能量、高功率钠离子混合电池。该电池能在几秒钟内完成充电，有望替代锂离子电池，应用于电动汽车、智能电子设备和航空航天技术等领域。相关论文发表于最新一期《储能材料》杂志。
According to media reports, scientists at the Korea Academy of Science and Technology (KAIST) have recently integrated the anode material commonly used in batteries with the cathode material applicable to super-containers and developed a high-energy, high-power sodium ion-combined cell that can recharge in a few seconds and is expected to replace lithium ion batteries in areas such as electric cars, smart electronics, and aerospace technology. The papers are published in the latest edition of the magazine Storage Energy Materials.
华泰证券表示，在新能源汽车的应用场景中，钠电池以较好的低温性能、安全性能及经济性，为消费者带来了差异化的选择。2024年或为钠电池规模化运用元年，继续看好钠电池的发展潜力，建议持续跟踪头部钠电池企业应用进展、电池材料企业量产与降本进度。
In the case of new-energy cars, the DTPs indicate that sodium batteries offer differentiated options for consumers with better low-temperature, safety, and economics. In 2024, or the year of sodium battery size, they continue to look at the development potential of sodium batteries, suggesting continuous tracking of the progress of sodium battery companies in the head, volume production of battery materials and downside progress.
4、华为手机卖爆了！一季度销量增长近70%
4. Hua sells cell phones! The sales grew by almost 70% in the quarter.
据Counterpoint的手机销量报告数据，2024年第一季度中国智能手机销量同比增长1.5%，连续第二个季度实现同比正增长。华为在第一季度的所有手机品牌厂商中脱颖而出，同比增长69.7%。华为的增长很大程度上归功于其支持5G的Mate 60系列的销售火爆，加上其本身品牌知名度家喻户晓，其在600美元以上的高端市场份额大幅提升。
According to Counterpoint’s reported sales of mobile phones, China’s smartphone sales grew by 1.5% in the first quarter of 2024, and for the second consecutive quarter, by the same amount. For all mobile branders in the first quarter, China stood out, with a 69.7% increase in the same year.
开源证券发布研报称，2024年全球手机预计温和复苏，华为、折叠屏、AI为主要驱动。据Counterpoint预测，2024年全球智能手机出货量有望增长3%达到12亿部，其中带动增长的主要为150-249美元的中低端价位段和600-799美元的高端价位段推动。中低端价位段主要受益于印度、加勒比和非洲等市场的购买力恢复，高端价位的增长主要来自于苹果和华为手机。创新方面，折叠屏手机的迭代和AI手机的推出将持续刺激手机需求。
According to the Open Source Portfolio, global mobile phones are expected to recover mildly in 2024, mainly driven by China, fold screens, and AI. Counterpoint predicts that global smartphone exports will grow by 3% to 1.2 billion in 2024, driven mainly by medium- and low-end and high-end price segments of $150-249 and $600-799. Medium- and low-end price segments benefit mainly from a recovery in purchasing power in such markets as India, the Caribbean, and Africa.
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论