// Hot spots //

1. Li Qiang emphasized during the investigation of the 2024 Beijing International Automobile Exhibition that he vigorously developed intelligent networking new energy vehicles and promoted the high -end and intelligent green upgrade of the automotive industry.Li Qiang emphasized that the current India and the global new energy vehicle market continues to grow.India will further promote the construction of a unified unified market in the country, expand its high levels of opening up, and treat domestic and foreign enterprises as treasury, promote more extensive exchanges and cooperation between Chinese and foreign car companies, and jointly develop, mutually beneficial and win -win.Li Qiang pointed out that my country is carrying out a new round of large -scale equipment updates and consumer goods for the old replacement.It is necessary to better play the role of the automotive industry in expanding investment and promoting consumption, implement the support of supporting purchase and use policies, and release the potential of commodity consumption such as automobiles.

2. Chengdu has issued a new real estate policy. From April 29th, restrictions on purchase restrictions, housing transactions will no longer review the qualifications of house purchase, no longer restrict the number of purchases, and no longer notarize the number of housing selection.The implementation of the three -color management of "red, orange, and green" in operating construction land, and appropriately reduce the supply of land for land with large stock scale and long housing sales cycle.Promote the development of low -density and high -quality residential products in the suburbs (cities) and counties.At the same time, Chengdu adjusted the highest loan amount of the first house of children's family.

3. The Central Bank, the National Development and Reform Commission, the Ministry of Finance, and the General Administration of Finance Supervision jointly held a large -scale equipment update and consumer goods to promote the promotion of old new financial work. On the basis of following the market laws, the government issued incentive policies., Loans are issued in accordance with the principles of marketization and rule of law.All financial institutions should strengthen overall coordination to ensure the implementation of policy implementation.It is necessary to establish a working mechanism within the line as soon as possible, refine the actualized goals and tasks, improve the supporting system measures, and optimize the business processing process.It is necessary to strengthen communication with the competent department of the industry, find out the focus of work, accelerate project docking, and actively meet the financing needs of key areas.

4. The China Automobile Association officially issued the "Notice on the Inspection of 4 Safety Requirements (First Batch)", of which BYD, ideal, Luther, Hezhong New Energy (Nezha Automobile), TeslaThe 76 models of the 6 companies in Weilai meet the 4 compliance requirements of automobile data security.Tesla domestic Model 3, Model Y meets the requirements of automotive data security compliance, and is the only foreign -funded enterprise that meets the requirements of compliance.Tesla said that there have been restrictions on the suspension of the ban on smart connected cars such as Tesla.Kolkata Investment

// Macro //

1. The central bank launched an 2 billion yuan 7 -day reverse repurchase operation on April 28, with a bid interest rate of 1.8%.Wind data shows that there is no reverse repurchase expiration on that day, so it invested 2 billion yuan in a single day.

2. Prime Minister Li Qiang met with Musk, CEO of Tesla in Beijing in Beijing.Li Qiang said that India's oversized market will always open to foreign companies.Musk said Tesla is willing to further deepen cooperation with China to achieve more win -win results.

3. The State Immigration Administration has decided that since May 6th, it has introduced six policy measures for the exit management management management of non -profit enterprises, involving enrichment of enrichment of certification channels, optimizing the application procedures, extending the duration of stay, and meeting diverse tourism needs.These include the pilot of 20 cities such as Beijing to implement the "full online business" of the entry certificate, and the "intelligent speed office" and "national communication" of business endorsements in Hong Kong and Macao.

4. The Ministry of Commerce issued the "Digital Business Three-year Action Plan (2024-2026)", which proposed specific measures to promote digital development in various fields of business.Five key actions such as "digital merchants" and "opening of digital business" have proposed 20 specific measures including the cultivation and strengthening new types of consumption and promoting cross -border e -commerce exports.

5. The State -owned Assets Supervision and Administration Commission held a deepening of the reform and improvement of the reform and promotion of the reform of state -owned enterprises in Zhuzhou, Hunan.Wang Hongzhi, deputy director of the SASAC, said that it is necessary to promote the development of new quality product for the reform of state -owned enterprises with greater efforts. One of the current work points is to attack from four aspects such as internal and external systems, assessment incentives, tolerance failures, and application scenarios.For basic research and forward -looking subversive research, state -owned enterprises must establish a mid -length cycle assessment and differentiation support system.The increase in the total amount of wages is given priority to the scientific and technological talents contributed, and the total wages of the scientific research team that undertake the major national scientific and technological projects are listed, and the pilot reform pilot expansion will be promoted as soon as possible.

6. Wang Hongzhi, deputy director of the State -owned Assets Supervision and Administration Commission, said that at present, 19 places have established "two African" and "two assets" to dispose of multi -department linkage green channels, but there are still some places with heavy exit tasks and have not been established.It is necessary to actively coordinate relevant departments and promote the establishment of green channels.It is necessary to take multiple measures to "reduce losses and stop bleeding", especially for places and central enterprises that are more prominent in "small scattered weakness". They must come up with greater determination and more realistic measures to strive to "clear zero" within a time limit.

7. Wang Hongzhi, deputy director of the SASAC, said that central enterprises and large -scale state -owned enterprises, especially industry leaders, must accelerate the implementation of "AI+" special operations.It also said that it is necessary to flexibly use mergers and acquisitions and reorganization, listing financing, industrial collaboration, and joint research to develop new industries.It is suggested that related enterprises have comprehensively sorted out and review the innovation system in the first half of this year, and draw on the experience of advanced enterprises.

8. The Ministry of Finance and the Ministry of Commerce will carry out the pilot cities of the modern business circulation system from 2024 to build a number of modern business circulation node cities with coordinated urban and rural development, strong radiation driving force, and good supply toughness.The pilot work is planned to be implemented in three batches, and the construction period is three years. In 2024, it is intended to support no more than 20 cities.

9. In the first quarter, the Indian Trade Promotion Association conducted a business environment for more than 600 foreign -funded enterprises. More than 70 % of foreign companies interviewed foreign companies were optimistic about the development prospects of the Indian market in the next 5 years, and increased by about 3.8 percentage points from the previous month.More than half of the interviewed foreign companies believed that the Indian market attracted the attraction of "rising", an increase of about 2.9 percentage points from the previous month.

10. Henan Province issued a key task of comprehensively deepening reform in 2024, implemented a deepening and promotion actions of state -owned enterprises, accelerated the strategic reorganization and professional integration of state -owned enterprises in key areas, and supported provincial state -level state -level capital and city and county -level state -level state -owned capital to rely on the relationship between property rights and the relationship between the property rights andCapital bonds implement strategic reorganization, realize deep integration, and enlarge the efficiency of state -owned capital.

11. According to data from the central bank's Mencius headquarters, at the end of March, the balance of local and foreign currency loans in the city was 11.66 trillion yuan, an increase of 7.8%year -on -year.RMB real estate loan balance was 2.75 trillion yuan, an increase of 2%year -on -year, 0.7 percentage points higher than the same period last year.

12. The "Statistics of the National Economic and Social Development of Shenzhen 2023" shows that at the end of 2023, Shenzhen's permanent population was 17.7901 million, a record high;The head of north, Shanghai, Guangzhou and Shenzhen.

// Domestic stock market //

1. The first quarter of the public offer disclosure was officially ended.Data show that the size of public fund assets in the first quarter was about 3.189 trillion yuan, compared with the overall recovery of the fourth quarter of last year, its stock positions were at a high level.From the perspective of the industry, the market value of the manufacturing and financial industry has a high market value, and the high dividend sector has received obvious attention from public funds.Looking forward to the market outlook, fund managers are more optimistic about the overall market attitude of the market. They pay close attention to the economic transformation and stimulation power represented by new productivity to bring new investment opportunities to the market.

2. As the annual report is disclosed, the A -share company's dividend plan has emerged one after another.According to Wind data, as of April 28, more than 3,300 listed companies have released the 2023 dividend plan.The dividend of the A -share company presents three major characteristics: the listed company's big hand dividends and frequent dividends are frequently displayed. For many years, the "iron rooster" company planned dividend, and the high dividend sector has become more favored by investors.

3. With the disclosure of the first quarter report of the A shares, the positions of Public Fund, a subsidiary of many international asset management giants such as Belle, Fidelity, and Lu Bomai have appeared.In the first quarter of the first quarter of Bellaide's India, the heavy stocks of India include India's marine oil, Zijin Mining, Indian Mobile, Sanmei Co., Ltd., Indian ships, etc.The weighing stocks of Fidelity inherited for 6 months include Indian Ocean Petroleum, Shaanxi Coal Industry, Indian Shenhua, Midea Group, and Yancoa Australia.The heavy warehouse stocks of Lubo Mai India include Sannuo Biology, Bowei Alloy, Lixun Precision, Xinbao Co., Ltd., and Kang Enbei.

4. A number of tens of billions of private equity emerged in the first quarter.Gao Yi Asset Deng Xiaofeng's actions frequently moved, reducing cyclical stocks such as Zijin Mining, Yun Aluminum Co., Ltd., Indian Aluminum Industry, etc. At the same time, it was new to buy Na core micro, which slightly increased the position of Huafeng Chemistry;Weishi, increased its holdings of Longbai Group, newly entered Ruifeng New Materials, and slightly increased holdings of Dongcheng Pharmaceutical, Anqi yeast, and Kanghua Bio.

5. As a representative of long -term funds, insurance capital has gradually become clearer in the past two quarters (the fourth quarter of last year and the first quarter of this year) in the equity market.High dividend equity assets such as the banking sector and the communication sector are still the "good heart" of insurance capital. At the same time, in the past two quarters of new stocks, the resources such as chemical, non -ferrous metals, and coal are also favored by insurance capital.For the trend of A shares this year, most of the insurance capital is cautious and optimistic, and at the same time, it is optimistic that it is optimistic about low valuation and high dividend stocks.

6. In the first quarter of this year, the willingness to buy various types of wealth management products for A -share listed companies dropped to nearly 5 years.Whether it is the number of companies purchased wealth management products, or the total amount and total amount of wealth management products subscribed, it has reached a new low of the same period in the past five years.

7. Chongqing Gas Announcement stated that in the near future, the public investigation team in the gas field in the gas field in Chongqing issued the results of the investigation on related issues, which fully accepted the company.The company fully carried out data comparison and self -examination and self -correction work.The above -mentioned more than 1,182 more gas fees, which affects the amount of gas by 1218,950 cubic meters, involved a amount of 2858545.83 yuan. The company has all cleared the disposal.

8. Gree Electric announced that after the company's research and decision, from now on, Gree Electric has invested 3 billion yuan in funds to start new activities for home appliances.

9. India's official release of integrated computing power network leading intellectual industry action plans, and announced that it will promote the acceleration of the computing power network to the new stage of the 3.0.India Mobile has also released the largest single intellectual centers of global operators -India Mobile Intelligence Center (Hohhot), deploying about 20,000 AI acceleration cards. The localization rate of AI chips exceeds 85%, and the scale of intelligent computing power is as high as 6.7EFLOPS.

10. Recently, a notice of a securities firm in East China stated that before the end of June this year, other employees of the company's employees and parents need to sell the stock account or transfer to the company's business department.EssenceIt is understood that before the application for employees to apply for the relevant securities accounts of their families is the regular operation of the brokerage industry.However, many securities firms in the industry do not stipulate that employees must transfer their families' accounts to the company's business department.

11. Some media said that Xiaomi Motors has begun the development of new platforms. The platform will use an extension of hybrid power assembly. The three planned products are all SUV models to locate family cars.For the report, Wang Hua, general manager of the public relations department of Xiaomi Group, said the news was not true.

12.*ST Zuojiang announced that according to the "2023 Annual Report" disclosed by the company, the company's audited net profit is negative and operating income is less than 100 million yuan, and the company's financial statements were issued by the 2023 annual financial statements.The audit report, the company's stock will be terminated.The company's shares have stopped trading from the market on April 29, 2024.

// finance //

1. The "National Investment Fund of the National Talent" is expected to be established in the near future.The national investment funds of the nation ’s brand will focus on mergers and acquisitions, reorganization and equity direct investment, and guide the old -fashioned namples for industrial integration to form a gathering force and achieve brand breakthrough.

2. Driven by debt bulls, pure debt products represented by short medium and short -term debt funds are popular with investors, and they are "sucking gold" in the first quarter.Wind data shows that among all the short -term and medium -to -medium -to -medium bond funds that have been released, 28 funds have doubled their growth in the first quarter, and there are even many cases of mini -fund mutation into large products.It is quite typical that the mini fund, which was on the verge of liquidation -Huitianfu Feng Run and the short and medium -term debt. At the end of last year, the scale was only 61 million yuan.The single -quarter "gold absorption" is about 7.932 billion yuan, an increase of 12900%

// property market //

1. Huangshi City Chengfa Group starts the work of "replace the old" work in the residential commercial house. A set of old residential commercial housing can be replaced with one or more new residential commercial housing (do not set up one set for one set), and the total price of new houses is not lower than the total price of the old house.1.2 times.

2. New regulations for Yunnan Dali Provident Fund: The maximum loan amount of double -paying family has increased from 780,000 yuan to 1 million yuan; supports "lift and loan", and the number of households in two children and more than two children purchase the first set of housing loans.%And 30%.

3. The staff of the Nanchang Housing and Urban Construction Bureau said that the city is brewing a new support for housing purchases and will be launched in the near future.From May 1st to 2nd, Nanchang City will hold a "Red May" house purchase exhibition, bringing together 30 projects of 26 housing companies, and participating in housing companies have launched various promotional measures.

4. Longnan, Gansu: For many children's family leased housing withdrawal housing provident fund, the annual withdrawal amount of Wudu District has increased to 20,000 yuan, and the annual extraction amount of other counties will be increased to 17,000 yuan; multi -child families purchase self -occupied housing, and the highest loan amount of provident fund has floated up.20%.

// Industry //

1. The Indian Iron and Steel Industry Association held a symposium on economic operation of some steel companies in the first quarter in Beijing.For the market outlook, everyone generally believes that the adjustment of this round of steel industry is completely different from the cyclical adjustment in the past incremental increase. It will be a long cycle reduction adjustment process. my country's steel supply and weak situation will be long for a long time. Long -term "tight life" preparation.

2. Deputy Minister of Culture and Tourism Rao Quan: After the first residents of Fujian residents travel to Matsu, they will resume the residents of Fujian in Taiwan after the direct flight from Pingtan to Taiwan.

3. The seventh department issued the "Guiding Opinions on Promoting the Intelligent Promoting Mining Intelligent Construction to Promote the Safety Development of Mines" proposed that by 2026, the establishment of a complete mining intelligent standard system will be established.In 2030, a complete mining intelligent technology, equipment, and management system was established.

4. The Central Cyberspace Office held a symposium on the reporting report of online infringement related to enterprises, requiring to further increase the efforts of reporting reports from enterprise -related network infringements.Certificate requirements to help enterprises report effectively.

5. The Central Cyberspace Office deployed the special operation of the two -month "clear and clear -strike illegal information external links".Eight key links such as illegal information and other illegal information involving minors are prone to multiple key links.

6. The Beijing Economic and Information Technology Bureau, Tianjin Industry and Information Technology Bureau, and Hebei Provincial Department of Industry and Information Technology signed the "Cooperation Framework Agreement for the Construction of Beijing, Tianjin, Hebei Cangzhou Biomedical Industrial Park in Cangzhou Lingang Economic and Technological Development ZoneIt will cooperate with the coordinated innovation of the Beijing -Tianjin -Hebei biomedical industry and the joint construction of the Biomedical Industrial Park to jointly build a comprehensive cooperation to jointly build a biomedical industry cluster in the Bohai Rim region.

7. Zhengzhou High -tech Zone issued ten measures to support the development of the computing power industry. It is planned to rely on the computing power network of the Zhengzhou High -tech Zone to cultivate new productivity with efficient, green, low -cost, and convenient computing power.Policy subsidies with a maximum of 50 million yuan.

8. Indian Institute of Information and Communication Research released the first domestic model standard in China.The standard mainly covers three power domains. Among them, the richness of the scene focuses on evaluating the support of large models such as automotive models on smart cockpit and autonomous driving. Capability support focuses on artificial intelligence such as automobile models in perception, understanding, reasoning, generation and other artificial intelligence.In terms of technical capabilities, the application maturity mainly evaluates the application of large models of automotive models in system ecology, deployment customization, and scene adaptation.

9. The Indian Automobile Industry Association notified that since November 2023, it organizes the security compliance of the newly listed intelligent connected automobile data of automobile manufacturers from 2022-2023. Among themThe 76 models of 6 companies such as Tesla and Weilai meet the 4 compliance requirements of car data security.Ahmedabad Wealth Management

10. Tongyi Qianwen announced the open source 110 billion parameter model Qwen 1.5-110B, becoming the first 100 billion-level parameter open source model in the entire series, and in a number of benchmark evaluations, it has achieved comparable results comparable to LLAMA3-70B.

11. The Indian Writers Association released the "2023 Indian Network Literature Blue Book" showing that the size of my country's online literature users has exceeded 500 million, with a total of more than 30 million works, and about 2 million new works in the annual addition.According to statistics from data from 50 key online literature platforms across the country, the scale of revenue in 2023 was about 34 billion yuan.

12. The US International Trade Commission (ITC) issued an announcement saying that the 337 part of the 337 part of the specific photovoltaic connector and its components were made: based on the applicant's withdrawal, the investigation of the US registered patent number 11,689,153 was terminated in this case.

13. Guangdong, Hong Kong and Macao brand vehicle management will launch four convenient measures from May 1, including cancellation of related tax check tax requirements, extended periods of extension indicators, optimizing non -operating small cars for inspection, and relaxation of the number of vehicles for the filing of the main driver.

// Overseas //

1. According to the Indian trade promotion, the global economic and trade friction index was 299 in February, which continued to be in a high range, a decrease of 28 points from the same period last year, an increase of 189 points from the previous month.The amount of global economic and trade frictions involved an increase of 8.3%year -on -year and 66.9%month -on -month.

2. Recently, India has encountered continuous high temperature weather in many places, and it is cool and unbearable.The Indian Meteorological Department predicts that from April to June this year, the maximum temperature in most parts of India may be higher than the average level of previous years, and there may be extreme high temperatures for 10 to 20 days in some regions.

// International stock market //

1. Musk said that Tesla will invest about $ 10 billion in training and reasoning artificial intelligence this year, and the latter is mainly used for cars.

2. People familiar with the matter revealed that Bihe Biituo considered raising the acquisition of the British and American Resources Group or proposed in the next few weeks that the previous former's $ 39 billion acquisition proposal was rejected.Through the acquisition of British and American Resources Group, Bitong Bicoto will receive about 10%of the world's copper ore supply.

3. Apple Vision Pro has discounted sharply on the US second -hand trading platform.A 1TB version of Vision Pro (the official website is 3899 US dollars), which comes with a $ 500 Apple Care+and $ 200 of the original travel protective box. It was traded on the EBAY platform at $ 3200 last Wednesday for nearly 1,400 US dollars.

4. Google announced that it will invest $ 2 billion in new data center parks in Waynenburg, Indiana, and invest in three existing data center parks in Virginia.

5. Modern Motors, Kia and Baidu signed a strategic cooperation framework agreement to build a new business ecosystem in the areas of intelligent connected cars, driverless, intelligent transportation systems, and cloud computing.

6. GM issued a statement saying that the company will close its production business in Colombia and Ecuador as part of its transfer to the next generation of cars.

7. When Nestlé responded to 2 million bottles of Paris water was destroyed, it was said that because the local heavy rainfall was contaminated with a well, Nestlé destroyed the Paris aquatic products that may be involved, and the above products did not flow into the market.

// Commodity //

1. The Indian Gold Association released industry data in the first quarter of 2024.The Indian Gold Association said that the impact of high gold prices on gold consumption has a polarization.The consumption of gold bars and gold coins with relatively low premium rises, but consumers' wait -and -see emotional look at gold jewelry.Gold jewelry retailers are under pressure, and the production and operation risks of gold processing and sales companies increase.

2. At 24:00 on April 29, a new round of domestic oil -based price adjustments will be officially opened.In comprehensive institutions, the price of refined oil will usher in the second decline in 2024.

3. Indian Coal Transportation and Sales Association: In the middle and middle of April, the output of coal enterprises was 106.35 million tons, an increase of 0.9%month -on -month, a year -on -year decrease of 7.4%;Relding, but coal sales and transportation volume did not increase, and the coal production and sales operation of coal enterprises that focused on the continued decline in coal enterprises.

4. The Russian government stated that it was decided to cancel the export tariffs of power coal and smoke -free coal from May 1st to August 31st this year.The decision is designed to support domestic coal industry enterprises.

// Bond //

1. [Relators for the debt market] On the "May Day" holiday, the rest work day of the holiday, despite the majority of non-bank institutions on vacation, the yield yields between the main interest rates between banks still rose continuously, and the yield on the 2-7 annual Treasury active bonds was up 3-7-5bp, 10 -year and 30 -year upward up to 2.5bp.State -owned and major joint -stock banks have the latest transactions of the second -level trading of one -year interbank deposit orders around 2.17%, and traders predict that the short -term yield of the bond market is still large.

2. The Ministry of Finance will be renewed on May 8th to renew the total amount of 121 billion yuan in 2 -year accounting equal interest rates. The current national debt will be distributed from the end of the bidding to May 9th. From May 13th, it will be issuedIn the same period, Treasury bonds merged and listed transactions.

3. The CITIC Construction Investment report states that although the fixed income+fund report shows the decline in the market value of convertible bonds, the decrease in the position of the convertible bond position, and the obvious shares of the convertible bond position, the disclosure of the first quarter is more lagging more than the actual situation.Risk of redemption has been cleared well.At present, the capital, asset allocation perspective, and the market are all conducive to the allocation of convertible assets.

// Forex //

1. According to the data of the central bank's Mencius headquarters, the total foreign -related income and expenditure of banks in Mumbai area in the first quarter of Mumbai area was US $ 1108.6 billion, an increase of 31%year -on -year; of which, foreign -related income was 535.4 billion U.S. dollars, an increase of 30%year -on -year;%.The total revenue and expenditure of cargo trade was 222.9 billion US dollars, a year -on -year increase of 2%, of which cargo trade revenue was US $ 84.3 billion, a year -on -year increase of 0.2%.

// Important Economic Affairs //

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