Canadian Defense Minister: Canada will impose sanctions on 100 ships in Russia’s “shadow fleet” and lower the price cap on Russian crude oil from $47.60 to $44.10 per barrel.

Key News 1. National Energy Administration: Will release and implement a new energy system and a series of energy plans for different sectors. 2. Ministry of Commerce: China urges the US to cancel unilateral tariffs imposed on its trading partners. 3. Qiushi Journal publishes an important article by General Secretary Xi Jinping entitled "Taking the Path of Financial Development with Chinese Characteristics and Building a Financial Power." 4. Key enterprises in Optics Valley continued production during the Spring Festival, operating at full capacity; orders for AI high-speed optical modules are booked until the fourth quarter. 5. Ministry of Industry and Information Technology and two other departments: By 2028, cultivate more than 3 traditional advantageous wine-producing areas with a scale of 100 billion yuan each and more than 10 characteristic wine-producing industrial parks with a scale of 10 billion yuan each. 6. Four departments: Increase guidance and support for rural enterprises to go public and help more enterprises utilize multi-tiered capital markets for financing. 7. Ministry of Industry and Information Technology: Increase policy support for the innovative development of the low-altitude industry, accelerate standard pre-research, and establish and improve the industry standard system. 8. People's Bank of China: At the end of January, the broad money supply (M2) balance increased by 9% year-on-year, higher than expected. 9. The People's Bank of China and the State Financial Regulatory Commission released a list of 21 systemically important banks in my country. 10. US media: The Trump administration is considering imposing new national security tariffs on six industries, including batteries, pig iron, and iron fittings. Individual Stock News 1. Huagong Tech: Orders for high-speed AI optical modules are booked until the fourth quarter; its two major production bases in Wuhan and Thailand were fully operational during the Spring Festival. 2. SDIC Capital: The valuation adjustment of SDIC Silver LOF is expected to have a certain negative impact on the company's net profit attributable to the parent company in 2026. 3. Luxshare Precision: Repurchased 9.9 million shares of the company for the first time, with a total transaction amount of nearly 500 million yuan. 4. Frontier Biotech: Signed a licensing agreement with GlaxoSmithKline, under which the company will receive an initial payment of US$40 million and a near-term milestone payment of US$13 million. 5. Ingenic Semiconductor: Under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure regulations. 6. Yongtai Technology: Terminated the purchase of a 25% stake in Yongtai High-Tech from CATL; its stock resumed trading. 7. Zhengyuan Wisdom: Its actual controller, Chen Jian, was convicted of manipulating the securities market and sentenced to three years in prison. 8. Guide Infrared: Signed a 1.851 billion yuan contract for a complete equipment system of a certain model, accounting for 69% of its audited operating revenue in 2024. 9. Zongshen Power: Plans to swap its motorcycle engine business with Loncin General's general machinery business, which is expected to constitute a major asset restructuring. 10. Cambridge Technology: The information circulating online that the company's optical modules were delayed by its largest customer, Cisco, and that its performance fell short of expectations is inconsistent with its actual operating situation.

Market news: Russian President Vladimir Putin met with the visiting Vietnamese Foreign Minister in Moscow.