Key News
1. Pan Gongsheng: Flexible and efficient use of various monetary policy tools such as reserve requirement ratio (RRR) cuts and interest rate cuts; there is still room for further RRR and interest rate cuts this year.
2. Chinese scientists successfully developed a "fiber chip".
3. LandSpace's IPO review status changed to "under inquiry".
4. Unitree Robotics: Actual shipments of humanoid robots exceeded 5,500 units in 2025.
5. Nine departments including the Ministry of Commerce: Promoting participation of pharmaceutical retail enterprises in centralized drug procurement.
Individual Stock News
1. CATL: First to launch mass-produced sodium-ion batteries for light commercial use.
2. GigaDevice: Expected net profit of 1.61 billion yuan in 2025, a year-on-year increase of approximately 46%.
3. Hygon Information: The fourth largest shareholder, Blue Ocean Light Boat Partnership, plans to reduce its holdings by no more than 0.50%.
4. Mingyang Smart Energy: Planning to acquire 100% equity of Dehua Chip; stock resumes trading on the 23rd.
5. Sunflower: Has sent a collection letter to Shanghai Xipu, negotiating the return of a deposit of 40 million yuan.
6. Qiangyi Shares: 2025 net profit is expected to increase by 58%-71% year-on-year, with strong order growth from leading customers in the chip fields such as communication networks and AI computing power.
7. Qiangrui Technology: Dongguan Aluminum currently supplies precision structural components for liquid cooling heat dissipation modules to N and G customers mainly through Qihong, with a relatively high supply share.
8. Chongda Technology: Subsidiary Punowei plans to invest 1 billion yuan to build an end-side functional IC packaging substrate project.
9. Founder Technology: 2025 net profit is expected to increase by 67%-98% year-on-year, expanding orders for high value-added businesses such as AI servers, high-speed optical modules, and high-end switches.
