The Huaxin Securities Research Report points out that the domestic economy continues to weaken, real estate inventory removal is expected to accelerate, total volume is strengthened in coordination with industrial policies, and market sentiment is gradually improving. Due to internal and external resonance, A-shares have rebounded. Focus on the three main lines: 1) performance improvement (downstream consumption — agriculture, forestry, animal husbandry and fishing, light industry, pharmaceuticals, technological growth — electronics, communications); 2) foreign investment recovery (recent northward increases focused on computers, pharmaceuticals, power equipment, electronics, etc.); 3) overseas mapping (early adjustments in place + impressive performance of giants + increased capital expenditure, which is beneficial to TMT's rebound).

According to a Kyodo News report on the 5th, Japanese people held a rally at Odori Park in Sapporo City, Hokkaido on the same day to oppose the government's plan to transfer and place nuclear waste in Hokkaido, while also expressing opposition to the plan to restart the Tomari nuclear power plant located there. According to the organizers, about 200 people attended the rally that day. (Global Network)

According to official data from Haidilao, from May 1 to May 4, Haidilao stores across the country received a total of about 7.5 million visitors, an increase of about 15% over the first four days of “May 1st” last year, and the increase in stores in the sinking market is even more obvious.

Tongwei Co., Ltd. (600438) announced on the evening of May 5 that on April 30, the company repurchased 5.249,500 shares for the first time through centralized bidding transactions, accounting for 0.1166% of the company's total issued share capital as of March 31, 2024. The highest transaction price for the initial share repurchase was 21.89 yuan/share, the minimum transaction price was 21.53 yuan/share, and the total transaction amount was 114 million yuan (excluding transaction fees such as transaction commissions).

DRAM products such as SK Hynix LPDDR5/LPDDR4/NAND/DDR5 all had price increases of 15%-20%. Supply chain sources said, “The price of Hynix DRAM products has been rising month by month since the fourth quarter of last year. The cumulative increase has now ranged from about 60% to 100%, and the increase will slow down in the second half of the year.”

According to the acquisition report disclosed by Hongye Futures, in order to promote the restructuring and integration of provincial trading enterprises and rationalize the shareholding relationship of Zhongshan Co., Ltd., with the approval of the Jiangsu Provincial State-owned Assets Administration Commission, 100% of the shares of Zhongshan Co., Ltd. actually held by the Jiangsu Provincial People's Government were transferred free of charge to the Provincial Soho Holding Group. Since Zhongshan Co., Ltd. holds 2.41% of Hongye Futures's shares, after the free transfer is completed, the voting share of Hongye Futures controlled by the Provincial Soho Holding Group will rise from 49.17% to 51.58%. The above matters constituted the acquisition of Hongye Futures by the Provincial Soho Holding Group.

According to the CITIC Construction Investment Research Report, in the second half of 2023 and the first quarter of 2024, the overall growth rate of the pharmaceutical industry was under pressure. However, there is no shortage of structural highlights, such as improving the profitability of APIs in the first quarter of 2024 and exceeding expectations under the high OTC base of some traditional Chinese medicines. Beginning in the second quarter of 2024, some high base factors gradually weakened, and enterprises gradually adapted to operating under the new normal of compliance. The overall growth rate is expected to gradually stabilize. Looking at the second half of the year, considering the low base of in-hospital sales for the same period last year, the overall growth rate will be better than in the first half of the year.

According to the CITIC Construction Investment Research Report, market sentiment fell first and then rose in April. Market sentiment suffered a severe setback on the 16th and almost fell into the panic zone. Beginning on the 26th, the sentiment index rose markedly and sent out buying signals, prompting opportunities to go long on A-shares. Looking at the short term, the early market shortfall has basically been digested, and enthusiasm for going long is rising. Although the period of the fastest rise in the sentiment index may have passed, there is still room for further improvement in market sentiment in May. Over the long term, market sentiment improved markedly after the Spring Festival this year. The highs and lows of this round of sentiment were higher than before, reflecting that market expectations are improving against the backdrop of improved micro-liquidity.

The Deputy Secretary for Justice of the Hong Kong Special Administrative Region Government, Zhang Guojun, attended the opening ceremony of the Shanghai International Arbitration (Hong Kong) Center today (5th). He said on social platforms that he was very happy to witness the official establishment of the Shanghai International Arbitration (Hong Kong) Center in Hong Kong with guests from home and abroad. Zhang Guojun pointed out that the Shanghai International Arbitration Center was established in 1988 and has provided professional and efficient dispute resolution services for domestic and foreign commercial participants over the past 35 years. Hong Kong is the first arbitration center established by the Shanghai International Arbitration Center outside the Mainland. It will surely enable Hong Kong to strengthen its position in high-end arbitration services and strengthen Hong Kong's position as an international law and dispute resolution service in the Asia-Pacific region. Zhang Guojun said that Hong Kong will continue to take advantage of the unique advantages of “backing the motherland and connecting the world”, cooperate with the high-quality development of Chinese modernization, actively seize the huge opportunities brought by the country's development of new productivity, and work together to help promote the country's rule of law. (Voice of the Greater Bay Area)

On May 5, the reporter learned from the Guangdong Regulatory Bureau of the State Financial Supervisory Administration that as of 12:00 p.m. on May 5, the Guangdong insurance industry had handled 36 claims and paid 32.609 million yuan in compensation in response to the landslide disaster on the Chayang section of the Meida Expressway. (Bank of China Insurance News)