Key News
1. National Energy Administration: Adhere to multi-energy integrated development and build a safe and resilient energy system.
2. The Department of Energy Conservation and Comprehensive Utilization of the Ministry of Industry and Information Technology conducts research on the construction of a recycling system for waste power batteries from new energy vehicles.
Individual Stock News
1. Data on main capital flows shows that BYD saw the largest net inflow of main capital at 1.359 billion yuan, followed by GCL System Integration, Shunhao Shares, Kingfa Science & Technology, and Wolong Electric Drive; Sungrow Power saw the largest net outflow of main capital at 1.391 billion yuan, followed by Shenghong Technology, GigaDevice, HGTECH, and CATL.
2. Zijin Mining responds to the acquisition of Chifeng Gold: The logic for further gold price increases remains unchanged.
3. The State Administration for Market Regulation unconditionally approved the establishment of a new joint venture between Foxconn Industrial Internet and Shinri Shin.
4. Sinopec: Structural overcapacity pressure coupled with Middle East geopolitical conflicts will put significant pressure on the gross profit margin of the chemical industry this year.
5. Yuexiu Capital: Will continue to focus on key areas such as photovoltaics, wind power, and energy storage.
6. GDS Holdings: To date, the company has put over 82,000 server racks into operation, with an occupancy rate of approximately 60%.
7. Jialong Shares: The company's soy sauce business is currently experiencing orderly capacity release and smooth sales.
8. Qizheng Tibetan Medicine: The company has sufficient reserves of saffron raw materials, and the disruption to exports from Iran has not affected the company's production.
9. Zhongjin Lingnan: The situation in the Middle East has not yet had an adverse impact on the company's overseas mining layout and overall operations.
10. Wangneng Environment: Meixinda Group released 4.38% of its shares from pledge.
11. Junda Shares: The company's space photovoltaic business is still in the technology research and development and verification stage, and has not yet generated revenue or profit.
