Macroeconomic News Highlights
1. The People's Bank of China will conduct 1 trillion yuan of outright reverse repurchase operations on February 13.
2. Three departments released the "Implementation Opinions on Promoting High-Quality Development of Low-Altitude Insurance".
3. The Ministry of Commerce will impose anti-subsidy duties on dairy products originating from the European Union starting February 13.
4. The National Film Administration and the Ministry of Commerce organized a comprehensive pilot program for "Film+" consumption.
5. Chinese scientists have made a new breakthrough in 3D printing, achieving millimeter-sized object printing in 0.6 seconds.
6. Shenzhen's "Artificial Intelligence+" Advanced Manufacturing Action Plan (2026-2027) was released.
7. The Ministry of Industry and Information Technology publicly solicited opinions on five mandatory national standards, including "Safety Requirements for Intelligent Connected Vehicle Autonomous Driving Systems".
8. my country successfully launched seven satellites with a single rocket, one of which is the world's first AI large-scale model satellite for sustainable urban development.
Individual Stock News
1. Shenghong Technology: 1.6T optical module PCB has achieved industrialization.
2. SMIC: The company's memory chips and BCDs are in short supply, leading to price increases.
3. Zhongnan Culture: Plans to acquire a controlling stake in Sulong Thermal Power; trading suspended from February 13th.
4. Telink Microelectronics: The National Integrated Circuit Industry Investment Fund (Big Fund), the third largest shareholder, has reduced its stake to below 5%.
5. Shanghai Stock Exchange: Issued regulatory warnings to Shuangliang Energy Saving and its then-board secretary, Yang Likang.
6. Xiechuang Data: Plans to purchase servers worth no more than 11 billion yuan to provide cloud computing services to customers.
7. Shuangliang Energy Saving: Indirectly involved in related commercial aerospace projects; has not directly cooperated with SpaceX.
8. Jingrui Electric Materials: Plans to invest 600 million yuan to build a comprehensive base for key materials supporting the integrated circuit manufacturing industry chain in western China.
9. Huapei Power: Due to planning a major asset restructuring, the company's stock has been suspended from trading since the opening of the market on February 13, 2026. 10. Hua Hong Semiconductor: Q4 2025 sales revenue reached US$659.9 million, a year-on-year increase of 22.4% and a quarter-on-quarter increase of 3.9%.
11. United Optoelectronics: Signed a business cooperation framework agreement with Lingzhi Cloud Innovation to provide it with robot product assembly, processing, and related services.
12. Shanghai Electric Group: Plans to invest RMB 3.3 billion to build a new high-end printed circuit board production project to meet the medium- and long-term incremental demand for high-speed computing servers, etc.
13. *ST Songfa: The subsidiary Hengli Shipbuilding recently signed and took effect a contract for the construction of 17 ships, with a total contract value of US$1.6-1.8 billion.
14. Xianglu Tungsten: If the economies of the countries where its major customers are located experience significant cyclical fluctuations, it will have a significant impact on the market demand for tungsten products and the company's accounts receivable collection.
