1. The State Council issued the "15th Five-Year Plan for Implementing the Employment-First Strategy."
2. The State Administration for Market Regulation: Long-term, large-scale subsidies must not disrupt market order; new regulations for food delivery platforms are open for public comment.
3. The Shanghai Stock Exchange: Companies developing large-scale artificial intelligence models will be subject to the fifth set of listing standards for the Science and Technology Innovation Board.
4. Qiu Yong of the Shanghai Stock Exchange: Strengthen risk monitoring and early warning, and make every effort to stabilize the market; focus on building a broad-based index system that combines technological innovation and dividends.
5. The Ministry of Industry and Information Technology: Deepen the implementation of the "Artificial Intelligence + Manufacturing" special action and thoroughly rectify "involutionary" competition.
6. The State Financial Regulatory Commission: Support commercial banks in participating in the Pudong New Area Free Trade Zone offshore bond business, provided that it is legal, compliant, and risk-controllable. 7. Pakistani Prime Minister: The presidents of the US and Iran have signed a memorandum of understanding, the Strait of Hormuz will be opened and the blockade will be lifted.
8. my country's pension fund investment and operation achieves another significant breakthrough: the first futures account of the social security fund has been opened.
Individual Stock News
1. Fenghua High-Tech clarifies: Nvidia has not conducted any product certification for the company.
2. Tongding Interconnect: The company has no business relationship with Nvidia.
3. China Jushi: No orders or revenue have been generated for low-dielectric and other special electronic cloth products.
4. Meditech: Currently, the semiconductor glass substrates supplied by the company to customers are un-drilled substrates.
5. Huicheng Shares: Plans to establish a joint venture and acquire 100% equity of Zhenglong Xinchuang, which will serve as the company's HITS advanced packaging process R&D and mass production platform.
6. Chengbang Shares: Plans to raise no more than 100 million yuan for projects such as the expansion of embedded memory chip production capacity.
7. Xingsen Technology: The glass substrate R&D project is in the technology reserve stage and has successfully developed samples, but there are currently no mass production orders. 8. Shuangxing New Materials: The MLCC release film project is still in the development and construction stage. In 2025, the revenue from this project accounted for approximately 0.3% of the company's total revenue.
9. Lingwei Technology: Copper clad laminate substrate products have not passed downstream customer certification and have not received any orders.
10. Guoci Materials: Multilayer ceramic substrate products are still in the joint R&D process with customers and have not yet generated bulk orders.
11. Sinoma Science & Technology (4 limit-up days in 7 days): In 2025, the sales revenue from special fiber cloth products sold by Taishan Fiberglass accounted for a small proportion of the company's total operating revenue.
12. Honghe Technology: The final implementation of the subsidiary's production line expansion will take time, and there is still considerable uncertainty regarding the pace of capacity deployment and whether it can ultimately be implemented.
13. Ruihuatai (20CM limit-up): The company's products are far removed from end-user applications, and fluctuations in demand from fields such as memory chips and PCBs have a limited impact on the company's operating performance. 14. Shiming Technology, which hit the daily limit of 20CM: The project to produce 5,000 tons of nano-pigment dispersion liquid for LCD display photoresist per year faces the risk that the R&D, mass production and customer adoption will not meet expectations.
