Key News
1. National Bureau of Statistics: Profits of large-scale industrial enterprises nationwide increased by 15.5% in the first quarter of 2026.
2. National Energy Administration: Will work with the National Development and Reform Commission to scientifically plan the development goals and tasks of the hydrogen energy industry during the 15th Five-Year Plan period.
3. UBS: With improving fundamentals and valuation advantages, the Chinese stock market still has room for further growth.
Individual Stock News
1. Data on main capital flows shows that Luxshare Precision saw the largest net inflow of main capital at 2.411 billion yuan, followed by Sunway Communication, North China Electronics, Jiangbolong, and OmniVision Group; Zhongji Xuchuang saw the largest net outflow of main capital at 3.474 billion yuan, followed by Xiamen Tungsten, Zijin Mining, New Easun, and Kweichow Moutai.
2. Yangjie Technology: The company is on the EU sanctions list and has not participated in the research, design, or production of any military products.
3. Chenguang Biotech: The price of lutein products has recently been slightly increased again, and the current price is expected to remain stable. 4. GigaDevice and Jingzhi Technology have established new Smart Chip Venture Capital Partnerships.
5. Ginlong Technologies: Orders grew rapidly in March and April, with energy storage accounting for a large proportion of new orders.
6. Does the company supply TSMC? Bojie Technology: The company currently has no direct business cooperation with this customer.
7. Zhejiang Digital Culture: There is no equity relationship with DeepSeek, nor has any business cooperation been conducted.
