Key News
1. The State Council issued the "15th Five-Year Plan for Urban Renewal."
2. Two departments joined forces to systematically plan the construction of artificial intelligence measurement capabilities.
3. The "Work Plan for the Formulation of the National Basic Medical Insurance Medical Service Item Catalog (First Batch)" was released for public comment.
4. Beijing and Shanghai jointly conducted administrative guidance for the three major food delivery platforms for the first time.
5. The National Development and Reform Commission held a video conference to arrange and deploy national energy supply work during the peak summer season.
6. Shenzhen Stock Exchange: Will study and refine the implementation measures for the QFII system and actively promote the development of overseas ETF products.
7. China's early initiation of rare earth export controls is inconsistent with the Sino-US agreement? The Ministry of Foreign Affairs responded.
8. The Ministry of Commerce responded to the progress of Sino-US tariff negotiations: The economic and trade teams of both sides will agree on specific arrangements and promote their implementation as soon as possible.
Individual Stock News
1. Zimbabwe to mandate shareholding in key mining companies? China Mining Resources and Tianhua New Energy responded: There is currently no impact on the companies.
2. BYD releases the Xuanji A3, China's first 4nm intelligent driving chip.
3. The National Integrated Circuit Industry Investment Fund's long position in SMIC decreases to 7.99%.
4. Shanghai Silicon Industry: The second largest shareholder, the National Integrated Circuit Industry Investment Fund (Big Fund), reduced its holdings by 33.0502 million shares from May 20th to May 28th, lowering its stake to 12.89%.
5. Debon Technology: The largest shareholder, the National Integrated Circuit Industry Investment Fund (Big Fund), reduced its holdings by 1.4224 million shares from May 19th to May 28th, lowering its stake to 11.9%.
6. Montage Technology: Shareholder Shanghai Rongying and its concerted parties transferred 12.228 million shares through a negotiated transaction, reducing their stake to 5.78%.
7. Beijing KERI Clarifies: The procurement agreement with Tesla is only an indicative agreement and is subject to significant uncertainties.
8. Jianghai Shares, which has seen two consecutive daily price limits: The company's current scale, revenue share, and application in AI server power supplies are relatively small.
9. Runjian Co., Ltd. signed a strategic agreement with the China-ASEAN Artificial Intelligence Application Cooperation Center to conduct in-depth cooperation in areas such as token services.
10. China Communications Construction Company: Plans to establish a fund of no more than RMB 12.31 billion in 2026.
11. XCMG: Plans to spend RMB 300-600 million to repurchase shares and cancel them.
