Key News
1. Ministry of Industry and Information Technology: The national capacity replacement ratio for ironmaking and steelmaking should be no less than 1.5:1.
2. Li Qiang, during his research visit to Beijing, emphasized the need to promote the deep integration of artificial intelligence and advanced manufacturing, and accelerate the cultivation and shaping of new drivers and advantages for economic development.
3. Ding Xuexiang, during his research visit to the construction of the computing power network, emphasized the need to accelerate the construction of a nationwide integrated computing power network to empower high-quality economic and social development.
4. Rice, flour, oil, and cosmetics can no longer be purchased with mobile payment; a "whitelist" has been established for medical insurance personal account payments.
Stock News
1. The integration plan of three major securities firms was released; the share swap price for CICC's A-shares is 36.68 yuan per share.
2. Lens Technology: Plans to acquire approximately 27.81% of the issued shares of Juteng International.
3. Lianyong Microelectronics: VCSEL chips have achieved large-scale shipments, and shipments are expected to grow rapidly this year.
4. Cloud Deep Technology: Plans to raise approximately 2.503 billion yuan through IPO to invest in projects such as embodied algorithm and model R&D. 5. Jiangfeng Electronics: Signed a transaction agreement with Ulvac of Japan to jointly plan the integration of their flat panel display sputtering targets businesses.
6. Hefei Urban Construction: Guolian Fund indirectly invested 450 million yuan in Changxin Technology through its subsidiary, Chan Tou Yi Hao. The company's indirect investment in Chan Tou Yi Hao is relatively small.
7. China Satellite: The China Academy of Space Technology plans to reduce its holdings by no more than 3.00% of the company's total share capital.
8. Changyingtong: The company's revenue from device polarization-maintaining fiber optic business accounts for less than 1%, and its order backlog for device polarization-maintaining fiber optics is small.
9. Dapu Microelectronics: The demand for enterprise-level SSD storage driven by AI is subject to fluctuations and uncertainties; trading has been suspended since the 19th for investigation.
