Key News
1. National Bureau of Statistics: China's GDP grew by 5.0% year-on-year in the first quarter.
2. The Democratic Republic of Congo will establish strategic reserves of three minerals, including cobalt, tantalum, and germanium.
3. State-owned Assets Supervision and Administration Commission (SASAC): State-owned enterprises should promote the high-quality development of the low-altitude economy in a stable and orderly manner, adapting to local conditions, and accelerate the innovation and iteration of low-altitude aviation equipment.
4. A senior White House official stated that the US could blockade Iranian ports "indefinitely."
Individual Stock News
1. Data on main force capital flows shows that Dapu Microelectronics saw the largest net inflow of main force capital at 2.349 billion yuan, followed by Tianfu Communication, Xin Yisheng, Dongfang Electric, and Luxshare Precision; Northern Rare Earth saw the largest net outflow of main force capital at 1.488 billion yuan, followed by Sungrow Power, TBEA, China XD Electric, and WuXi AppTec.
2. Dai Weimin of VeriSilicon Holdings: Market rumors about competitors stealing orders are untrue.
3. Huadong CNC: Accrued asset impairment provisions of RMB 6.0716 million in 2025, accounting for 71.48% of net profit in 2024.
4. Lens Technology: Foldable screens will begin to see mass production in the second half of this year, with concentrated growth in various sectors expected in the second half of the year and next year.
5. Guangdong Provincial Artificial Intelligence Application Matching Conference will be held on April 27th.
6. Qunar: Hotel bookings in popular third-tier and lower-tier cities during this year's May Day holiday doubled year-on-year.
7. TSMC's first-quarter profit surged 58%, exceeding expectations and setting a new record.
8. China Index Academy: Market sales have shown marginal improvement since March, and the year-on-year decline in new home sales is expected to gradually narrow this year.
9. UBS: CATL's first-quarter results beat expectations, giving A-shares a target price of RMB 500.
10. The Long March 1-1 Y13 carrier rocket successfully rolled off the production line.
