According to data from Maogan Pro Edition, as of 21.51 on May 5, the total number of May 1st movie viewers in 2024 exceeded 37.6.92 million, surpassing the record of May 1st movie viewers in 2023, and entering the top two ranking of the May 1st movie viewers in Chinese film history.

According to the CITIC Securities Research Report, domestic offshore wind power development is expected to reach an inflection point and the boom will rise. CITIC Securities believes that it is mainly reflected in several aspects: first, on the basis of project approval, the scale of domestic offshore wind power project tenders has gradually increased; second, construction of offshore wind power projects has gradually begun, and project delivery volume continues to increase; third, orders and performance of major equipment manufacturers have grown rapidly. Currently, judging from tenders, the domestic offshore wind power tender scale of 1.85 GW in April 2024 is better than 1.1 GW in the first quarter. It has shown a clear trend of marginal improvement, and the commencement of project construction and improvements in corporate orders are also expected to gradually be confirmed as restrictions are lifted and tenders progress. It is recommended to focus on links with product advantages, capacity layout, and value increases in the offshore wind power industry chain, such as submarine cables, pile foundations, and supporting equipment.

Goldman Sachs pointed out in its latest capital flow report that comprehensive, accurate and strong support policies, and the improvement and predictability of US-China relations are becoming catalysts for positive sentiment in the Chinese market. Goldman Sachs analysis shows that if A-shares can close the gap with the global average in terms of shareholder returns, etc., then A-shares may rise by about 20%, and if they reach the level of global leaders — the most optimistic assumption, the increase may be as high as 40%. (Broker China)

According to the CICC Research Report, the current round of Hong Kong stock market is mainly driven by capital-driven valuations. After a recent rapid rise, it has clearly been overdrawn in the short term. If the risk premium falls back to the level of the middle of last year and the beginning of the year, it will correspond to an increase of about 2% to 7%, respectively. If subsequent policies continue to be effective, profit growth of 10% under optimistic conditions will correspond to an increase of about 20%.

According to Lighthouse Pro, as of 21:11 on May 5, the box office for the 2024 May 1 (May 1 to May 5) period had exceeded 1,522 billion yuan, surpassing the 2023 May 1 box office (1,521 billion), while also entering the top three in the May 1st category in Chinese film history. “Peace and Riot Force”, “Wandering Money at the End”, and “The Siege of Kowloon Walled City” are among the top three grossing in the current period.

According to data recently released by the People's Bank of China, loans related to agriculture and inclusive finance continued to grow in the first quarter of 2024. By the end of the first quarter, the balance of agricultural loans in local and foreign currency was 60.19 trillion yuan, up 13.5% year on year; the balance of inclusive small and micro loans was 33.41 trillion yuan, up 20.3% year on year. The report also shows that in the first quarter of this year, loans in various sectors of inclusive finance grew rapidly. By the end of the first quarter, the balance of inclusive small and micro loans was 33.41 trillion yuan, up 20.3% year-on-year, and 2.38 trillion yuan in the first quarter. The balance of farmers' production and operation loans was 9.95 trillion yuan, an increase of 17.1% over the previous year. The balance of guaranteed loans for entrepreneurship was 293.5 billion yuan, an increase of 0.2% over the previous year. (Xinhua News Agency)

On May 5, the Piggy Bed and Breakfast platform released data showing that the number of May Day holiday homestay orders this year increased by 102% compared to last year. The average length of stay was 3.2 days. Chongqing, Chengdu, Xi'an, Fuzhou, Wuhan, Qingdao, Weihai, Kunming, Shanghai, and Nanjing became the top 10 most popular May Day cities.

During the “May 1st” holiday period, Beijing received a total of 16.966 million visitors, achieving tourism revenue of 19.62 billion yuan, an increase of 9.4% and 10.2% over the same period in 2019, and an increase of 18.5% and 23.1% over the same period in 2019, all of which reached record highs for the same period. The city has carried out more than 2,700 cultural tourism events, organized 804 cultural events, organized 1,210 cultural events, and hosted 302 shows and 1,513 shows, making every effort to improve the quality, upgrading and efficiency of cultural tourism. (CCTV Finance)

The Ministry of Civil Affairs recently issued a notice requesting all regions to strengthen the identification and dynamic monitoring of the low-income population, further strengthen dynamic monitoring and assistance for the low-income population, make better use of the “protect basics, prevent risks, and promote development” functions of social assistance, and tighten the safety net to protect people's livelihood. (CCTV News)

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).