Key News
1. Technical specifications for intelligent agents in procurement have been officially released.
2. The Beijing Space Computing Power Industry Innovation Center is about to be established; Guodian Gaoke will release its future plan for the "Tianqi Constellation".
3. Yu Yuan Tan Tian: If the EU insists on pushing forward with the "overcapacity tool", China will definitely retaliate.
4. Some banks in Hong Kong are tightening the opening of investment accounts; there is currently no impact on savings accounts.
Individual Stock News
1. Data on main force capital flow shows that Hengtong Optic-Electric saw the largest net inflow of main force capital at 3.976 billion yuan, followed by Changxin Bocheng, Xingsen Technology, Cambridge Technology, and CATL; SMIC saw the largest net outflow of main force capital at 3.14 billion yuan, followed by Huagong Tech, GigaDevice, Sunway Communication, and BOE A.
2. BYD's "Eye of the Gods" intelligent driving system is equipped with RoboSense's ultra-thousand-line LiDAR.
3. Fenghua High-Tech: Will rationally plan MLCC production capacity based on its own planning and market demand.
4. Jiahe Intelligent: Invested in upstream chip solution provider Wuqi Microelectronics.
5. Yang Mu, Chairman of Wingtech Technology: Ansys China's independent operating system has been basically completed.
6. BeiGene announced that Aetnax has been approved for second-line treatment of small cell lung cancer.
7. New Easun: Orders for 1.6T optical modules are good, and shipments are expected to grow this year.
8. AAC Technologies' MEMS piezoelectric active cooling chips will begin mass production and shipment.
9. Hesheng Technology: Global high-end MLCC capacity is tight, and the company is facing opportunities for domestic substitution.
10. Yunhan Chip City: Costs have indeed increased, but the price increase on the supply side is not as significant.
