A-share MLCC names weakened, with Jiemei Technology down more than 8% and Hongyuan Electronics off nearly 8%; Bojie Co., Yunzong Technology and Hongming Electronics also posted sharp declines.

U.S. government employment in May was 52,000, revised from -8,000 to 2,000 in May.

Key News 1. Shanghai Stock Exchange issues notice to securities firms to strengthen management of trading business units. 2. People's Bank of China: Will conduct 500 billion yuan of outright reverse repurchase operations on June 5, with a term of 3 months. 3. Shenzhen: Will focus on project planning and investment in new infrastructure construction, accelerating the construction of computing power networks and next-generation communication networks. 4. Ministry of Commerce: Opposes US trade restrictions on China based on forced labor. 5. High-end optical fiber preform prices have surged by nearly 550%. Industry insiders predict that the shortage of optical fiber preform supply will remain a temporary problem in the short term. 6. Ministry of Industry and Information Technology organizes a special pilot project for 6G innovation and development involving provincial and ministerial collaboration. 7. Futu: Starting June 12, will suspend existing accounts from buying (opening positions) within China. 8. EU-China Chamber of Commerce answers reporters' questions regarding the European Commission's proposed "European Technology Sovereignty Package". Individual Stock News 1. Shenzhen Stock Exchange issued a letter of inquiry to Weiteou, requiring the company to explain the specific applications of its main products in the three major stages of optical module production. 2. Bojie Technology: Plans to raise no more than RMB 1.503 billion through a private placement for projects such as capacity building for server testing equipment and heat dissipation module components. 3. Guotai Haitong: Plans to increase its capital in Guotai Haitong Financial Holdings Co., Ltd. by RMB 9 billion. 4. Yiyitong officially became an Intel 2026 solutions aggregator. 5. Gree Electric Appliances: Zhuhai Mingjun reduced its holdings in the company by 42.7931 million shares through block trading. 6. Shanghai Electric Group responded to rumors of overseas orders: Large orders will be disclosed in a timely manner; there is currently no information to disclose. 7. Dongshan Precision: The future operating performance of Source Photonics is uncertain due to multiple factors. 8. Zhongji Xuchuang: Shares vesting in the first vesting period of the reserved portion of the third phase of the restricted stock incentive plan will be listed and traded on June 8th, with a vesting price of RMB 35.16 per share. 9. Zhishang Technology: Continues to receive purchase orders from a US-based fiber optic connectivity solutions provider, with accumulated order amounts totaling approximately RMB 460 million. 10. Jianghai Shares: Does not have a multilayer ceramic capacitor (MLCC) business. 11. Wantong Development: Currently, its PCIe 6.0 switch chip is in the R&D stage and has not yet been put into production. 12. Tongding Interconnect: The project company and operating company for an annual production capacity of 600 tons of optical fiber preforms and 20 million core kilometers of optical fiber have completed business registration. 13. Huatai Gas: Currently, the sales prices of helium-related products have shown a significant downward trend from their high levels. 14. Tianyang New Materials (4 consecutive daily limit-up): Among its electronic adhesive products, the optical module lens fixing adhesive involved in the semiconductor business is a newly developed product. Currently, the monthly revenue of this product accounts for less than 1% of the group's monthly revenue.