Key News 1. Breakthrough achieved in the research and development of new high-performance two-dimensional semiconductor materials. 2. Notice from the General Office of the Ministry of Industry and Information Technology on announcing the list of pi

2026-04-09

Key News 1. Breakthrough achieved in the research and development of new high-performance two-dimensional semiconductor materials. 2. Notice from the General Office of the Ministry of Industry and Information Technology on announcing the list of pilot consortia for the construction of high-quality industry datasets empowered by artificial intelligence. Individual Stock News 1. Data on main capital flow shows that Luxshare Precision saw the largest net inflow of main capital at 1.395 billion yuan, followed by Julisling Rigging, ZTE, Accelink Technologies, and Neptunus Bioengineering; GigaDevice saw the largest net outflow of main capital at 1.593 billion yuan, followed by New E-Sun, Sungrow Power, Foxconn Industrial Internet, and BlueFocus. 2. Longci Technology: Strontium carbonate prices have risen sharply, and the company has conducted strategic centralized procurement. 3. BYD and KFC have reached a cooperation agreement. 4. Tianqi Lithium: Lithium ore supply is expected to remain tight in the first half of 2026. 5. Huahai Qingke's first 12-inch wafer thinning equipment for advanced storage has been rolled out. 6. Sunway Communication: The company's commercial aerospace business is progressing smoothly. 7. Xingfa Group: Glyphosate prices are rising, and the overall supply and demand situation in the industry is tight. 8. Yahua Group: Communicated with the Zimbabwean government, striving to resume lithium concentrate exports as soon as possible. 9. Institution: It is estimated that the output of humanoid robots in China will increase by 94% year-on-year in 2026.