Key News
1. China's computing infrastructure development opens up a maritime track, exploring the world's first underwater data center.
2. PBOC: Broad money supply (M2) balance reached 353.04 trillion yuan, a year-on-year increase of 8.6%.
3. PBOC: The cumulative increase in social financing in the first four months of 2026 was 15.45 trillion yuan, 893 billion yuan less than the same period last year.
4. Ministry of Agriculture and Rural Affairs revised and issued the implementation plan for comprehensive regulation and control of pig production capacity.
5. Li Qiang: A stable and predictable Sino-US economic and trade relationship is in the interests of both countries and the world.
6. Financial Times: Bank deposit creation channels are becoming more diversified, which means that loan growth is inevitably lower than deposit growth.
Individual Stock News
1. Yuanjie Technology: Chen Wenjun was criminally detained on suspicion of criminal offenses and has been dismissed from his position as vice president.
2. SMIC: First-quarter net profit increased by 0.4% year-on-year, and second-quarter revenue is expected to increase by 14%-16% quarter-on-quarter. 3. Huahong Company: First-quarter net profit increased by 513% year-on-year, mainly due to increased gross profit resulting from higher average selling prices and increased wafer shipments.
4. Mona Lisa (5 consecutive daily limit-up): Its investee company, Zhuhai Jingci, is not a supplier to Nvidia.
5. Woge Optoelectronics: The controlling shareholder and related parties of shareholders holding more than 5% of the shares are under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure regulations.
6. Longhua Technology: Sputtering target products have been successfully introduced into Samsung's supply chain and are being supplied in batches.
7. Haitai Xinguang: The precision optics industry is a technology-intensive industry, and the company's core technologies rely on continuous R&D investment and innovation.
8. Saiyi Information: Plans to conduct financial leasing business with high-performance computing servers as the underlying asset, with a total transaction amount expected to be no more than 20 billion yuan.
9. Ruijie Networks: 1.6T LPO products are under development and are expected to be sampled in 2026.
10. Tianyue Advanced: The silicon carbide semiconductor substrate industry has seen increasingly fierce market competition in recent years, and product prices are facing certain downward pressure.
11. Kexiang Co., Ltd.: The ceramic substrates of Taojidian Co., Ltd. used in the field of AI are still in the research and development and prototyping stage, accounting for a very small proportion of the company's sales revenue.
