• The U.S. has initiated a "301 investigation" into China's shipbuilding industry, which exports over 200 billion yuan annually and holds more than 50% of the global market share. This marks the first specific industry investigation by the Biden administration since 2021, following a petition from five national unions.
• President Biden expressed strong support for imposing higher tariffs on Chinese steel and aluminum if unfair trade practices are confirmed in ongoing investigations. He emphasized the importance of the shipbuilding industry to national security, including naval strength.
• The last "301 investigation" against China was during President Trump's tenure, leading to tariffs on various Chinese products including steel and aluminum. The current investigation could lead to trade sanctions such as retaliatory tariffs if unfair trade practices are found.

• In early April 2024, China's financial regulators issued an initiative under the market interest rate pricing self-discipline mechanism to prohibit banks from using manual interest compensation as a means to attract high-interest deposits and maintain order in the deposit market. Banks were required to conduct self-inspections and rectify any non-compliance by the end of April 2024.
• The rate self-discipline mechanism, established in September 2013 and guided by the People's Bank of China, has played a significant role in coordinating market pricing and advancing interest rate market reforms. This initiative marks its first formal issuance in over a decade, reflecting a firm regulatory stance against practices that circumvent deposit rate controls.
• Manual interest compensation was originally intended to correct operational errors but had been exploited by some banks under competitive pressure to offer higher than regulated deposit rates, particularly to major corporate clients. This practice was seen as contributing to inefficient capital utilization and financial risks, prompting zero tolerance from regulators aiming to curb these activities.

【本文系数据通用户提前专享】监管部门对银行手工补息、高息揽储零容忍，剑指企业资金空转；短期整治之后，还有待经济转型升级、有效需求恢复、社会预期改善

【本文系数据通用户提前专享】美国越来越多的调查动作指向中国的优势制造领域

监管部门对银行手工补息、高息揽储零容忍，剑指企业资金空转；短期整治之后，还有待经济转型升级、有效需求恢复、社会预期改善

要避免“为了更新而更新”，也要防止急于求成，还要防范在过往此类政策实施中出现过的“骗补”等问题

在这波由美国财政部和美国国务院发布的单边制裁清单中，并未涉及中国内地或香港的金融类企业

提升出海竞争力的关键在于，海外渠道建设以及中高端产品力；在发达国家医药市场增速放缓趋势下，新兴市场显现较大增长潜力

近几年，中国光伏企业通过在东南亚投资设厂“曲线”出口美国，但美国扶持光伏本地制造决心强烈，新贸易保护措施或出炉

程福波曾在成飞集团工作25年，近年担任陕西、广东省委组织部长；前任刘石泉已被撤销全国政协委员资格

国投策略表示，北向资金大幅流入短期会提振A股，尤其利好大盘成长。但短期定价条件往往需要人民币升值的配合，后续北向资金的流入持续性还需跟踪观察

央行多次提示“长端利率不宜过度下行”后债市交易热度明显降温，10年期国债连续三日走弱。除了通过发声传递政策信号以外，央行还有别的操作跟进吗？本轮长债行情调整是否将持续？

晋能控股原副董事长李鸿双被查 长期任职原晋煤集团；国家能源局：今夏用电高峰或出现电力紧张

怎样实现“以和为贵、以稳为重、以信为本”？

多国都在推行延迟退休，中国的改革酝酿时间跨度之长，波及面之广，足见改革之难。与此同时，养老保险15年最低缴费年限的规定也面临调整。改革如何推进？

小鹏汽车董事长何小鹏公开表态，欢迎特斯拉FSD入华。他称，只有更多好的产品、技术进入中国，消费者才能获得更好的体验，让市场良性发展

推荐：茅台将换帅 51岁张德芹拟出任董事长；中国会否允许特斯拉的完全自动驾驶科技在国内运行？外交部回应；楼市政策宽松预期上升 地产股全线大涨；干预缺位 日元对美元跌破160；4月财新中国制造业PMI今日发布

电解槽是电解水制氢的核心设备，中国目前拥有全球最大的电解槽生产能力，中国企业开始布局出口销售业务

长远来看，政府应将行业演变交给市场去决定，既有助于市场公平，也有助于市场整合，会形成比现在少但比现在更有竞争力的企业

瑞银中国首席分析师巩旻认为，中国新能源汽车市场的参与主体多，竞争最为激烈，也催生出更多创新