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01.According to Securities Times, deposits of non-bank financial institutions rose by 2.03 trillion yuan in the first quarter, reaching a historic high; household deposits increased by 7.68 trillion yuan, 1.54 trillion yuan less year-on-year. The "deposit migration" did not seem to flow into wealth management products, whose total size declined by over one trillion yuan. Instead, funds of funds (FoFs) grew against the trend, while dividend-linked insurance products sold through banks witnessed strong sales and rising premiums. Household deposits are diversifying into multiple channels, with insurance emerging as a major destination for capital inflows.
1. 证券时报消息，一季度非银存款增2.03万亿元，处于历史高位；居民存款增7.68万亿元，同比少增1.54万亿元。存款“搬家”似乎并未流向理财，毕竟其规模回落超万亿；倒是FOF逆势增长，银保分红险热销、保费走高，居民存款流向呈现多点开花态势，保险成重要资金吸纳方向。
2.The World Meteorological Organization (WMO) stated that significant climate changes have occurred in the equatorial Pacific, with a rapid rise in sea surface temperatures, indicating that El Niño could reappear as early as May-July 2026. Over the next three months, land surface temperatures are expected to be above normal across nearly the entire globe, with regional variations in rainfall patterns.
2. 世界气象组织表示，赤道太平洋地区气候发生明显变化，海面温度迅速上升，预示着厄尔尼诺现象最早可能在2026年5月至7月再次出现。预计未来三个月内，几乎全球范围内陆地表面温度都将高于正常水平，且降雨模式存在区域差异。
3.A report by the China Index Academy (CIA) noted that by the end of 2025, the total floor area under property management services nationwide reached 32.736 billion square meters, and is projected to approach 40 billion square meters by 2030. In 2025, the total operating revenue of property service companies across China was approximately 1.83 trillion yuan, a year-on-year increase of 4.06%. The deepening implementation of the urban renewal strategy is accelerating the release of new growth drivers for the property management industry.
3. 中指院报告指出，截至2025年末，全国物业服务行业管理面积达327.36亿平方米，预计到2030年将达到近400亿平方米。2025年，全国物业服务企业总营业收入约1.83万亿元，同比增长4.06%。城市更新战略的深入推进正加速释放物业管理行业的新动能。
4.Data from Simuwang.com shows that the cohort of domestic private equity firms managing over 10 billion yuan continues to expand, with numbers hitting a record high. As of April 21, 131 such private fund managers existed, a net increase of 5 from the end of March and 18 from the end of 2025.
4. 私募排排网数据显示，国内百亿元级私募机构队伍正持续壮大，数量已刷新历史纪录。截至4月21日，国内管理规模突破百亿元的私募机构已达131家，较3月底净增5家，较2025年底增加18家。
5.According to NBD.com.cn, State Grid plans to centrally procure approximately 8,500 embodied intelligence devices this year, with a total investment of around 6.8 billion yuan, focusing on four key scenarios: power inspection, live-line operations, emergency rescue, and warehousing & logistics. Industry insiders predict that total investment in embodied intelligence for the power sector will exceed 10 billion yuan in 2026.
5. 每经网消息，国家电网计划今年集中采购各类具身智能设备约8500台，总投资约68亿元，重点聚焦电力巡检、带电作业、应急救援、仓储物流四大场景。业内预计2026年电力行业具身智能总投资规模有望突破100亿元。
6.The China National Space Administration (CNSA) and the State Administration for Market Regulation (SAMR) released the Commercial Space Standard System (Version 1.0). Following the principles of "full-chain coverage, all-domain integration, modular design, and reconfigurability," the system focuses on the overall layout of "launch vehicles, satellites, launch sites, applications, and governance," innovation across the entire industrial chain, transformation of development models, and fostering a healthy ecosystem to establish a comprehensive commercial space standard framework.
6. 航天局、市场监管总局发布《商业航天标准体系（1.0版）》。这一体系遵循“全链条、全领域、模块化、可重构”思路，聚焦“箭星场用治”总体布局、全产业链创新、发展模式变革和健康生态打造，构建商业航天标准体系。
7.Xinhua News Agency reported that China's Tianwen-3 mission, part of its planetary exploration program, is scheduled for launch around 2028 and is expected to return Martian samples to Earth around 2031.
7. 据新华社报道，我国行星探测工程天问三号任务，计划于2028年前后实施发射，2031年前后携带火星样品返回地球。
8.According to Shanghai Securities News, multiple listed lithium iron phosphate (LFP) companies, including Xingfa Group and Fulin Precision, have intensively announced capacity expansion plans since the start of 2026. New investments this year have approached 20 billion yuan. Experts note that the LFP market is at an inflection point for profit recovery. However, the structural contradiction of "overall surplus but high-end shortage" remains acute, and the industry may enter a new development phase centered on technological innovation and cost control.
8. 上证报消息，进入2026年，兴发集团、富临精工等多家磷酸铁锂上市公司密集发布扩产计划，年内新增投资已接近200亿元。专家表示，磷酸铁锂市场正迎来盈利修复的拐点。但“总量过剩，高端紧缺”的结构性矛盾依然突出，行业或将进入一个以技术创新和成本控制为主题的新发展阶段。
