Key News
1. The US eases restrictions on Nvidia H200 chip exports to China.
2. Ministry of Foreign Affairs: China's position on maintaining the stability and security of the global key mineral supply chain remains unchanged.
3. Ministry of Commerce: Anti-dumping duties will continue to be levied on imported solar-grade polysilicon originating from the US and South Korea.
4. Ministry of Industry and Information Technology issues the "Action Plan for Promoting High-Quality Development of Industrial Internet Platforms (2026-2028)".
Individual Stock News
1. Biwin Storage: Expects net profit for 2025 to increase by 427.19% to 520.22% year-on-year, with storage prices stabilizing and rebounding, and the company's operating performance gradually improving.
2. Moore Threads: Successfully completed the full-process training of RoboBrain 2.5, a self-developed embodied brain model, in conjunction with Zhiyuan.
3. Luxshare Precision: Terminated the acquisition of the business assets held by Wingtech India.
4. Kweichow Moutai: Established a dynamic adjustment mechanism for retail prices of its self-operated system, characterized by "market-driven and relatively stable" pricing. 5. TCL Technology: Net profit is expected to increase by 169%-191% year-on-year in 2025, with TCL CSOT's revenue exceeding 100 billion yuan.
6. Fenglong Shares, which saw 13 consecutive daily limit-up moves: The stock price rose by 214% cumulatively from December 25, 2025 to January 13, 2025. Trading was suspended on January 14 for investigation.
7. Rongbai Technology received an inquiry letter from the Shanghai Stock Exchange, requiring verification and supplementary disclosure of its 120 billion yuan lithium iron phosphate cathode material procurement agreement with CATL.
8. Fulim Precision: Plans to introduce CATL as a strategic investor. The original plan to jointly increase capital and invest in Jiangxi Shenghua has been adjusted to a comprehensive strategic cooperation involving the listed company's equity and business.
9. Debon Logistics: The exercise price for the cash option is 19.00 yuan/share.
10. Shengxin Lithium Energy: Expects a net loss of 600 million to 850 million yuan in 2025, with increased exchange losses due to the depreciation of the US dollar.
11. Yijing Optoelectronics: Net assets are expected to be negative at the end of 2025, and its stock may be subject to delisting risk warning.
12. ChineseAll: Net loss of 580 million to 700 million yuan is expected in 2025; overseas short drama business is in the investment phase and incurring losses.
13. COSCO Shipping Holdings: A subsidiary has ordered twelve 18,000 TEU LNG dual-fuel container ships and six 3,000 TEU new wide-body ships, with a total transaction price of 18.768 billion yuan.
