Key News
1. Xi Jinping attended the National Health and Wellness Conference and delivered an important speech.
2. my country re-evaluated its mineral resources, releasing the "Mineral Resources Catalogue."
3. The Ministry of Commerce released the "Administrative Measures for Export Certificates of Dual-U Items Related to Civil Aviation" for public comment.
4. Leading polysilicon manufacturers clarified their price floor at a meeting, a crucial step towards implementing the industry's "sales at no less than cost price" policy.
5. The State Administration for Market Regulation publicly solicited opinions on the "Notice on Optimizing Relevant Matters Concerning Environmental Protection Electricity Price Supervision (Draft for Comment)."
Individual Stock News
1. Data on main force capital flows shows that N-Guangdong Chip-U saw the largest net inflow of main force capital at 2.181 billion yuan, followed by China Shipbuilding Industry, Tianyu Digital Technology, Tianfu Communication, and Harbin Pharmaceutical Group. CATL saw the largest net outflow of main force capital at 699 million yuan, followed by Ping An Insurance, New Easun, GigaDevice, and Wanhua Chemical.
2. Tongwei, GCL, and other photovoltaic companies held a closed-door meeting in Hangzhou to combat internal competition.
3. Sanjia Technology: R&D on fan-out wafer-level packaging is progressing steadily.
4. GigaDevice: Eight GD32 MCU product series have been incorporated into the LVGL official ecosystem.
5. Supcon Technology: The proportion of subscription-based projects in the total number of TPT projects continues to increase.
6. Remote Electronics: Plans to acquire control of a clean energy materials company for no more than 500 million yuan.
7. Shenzhen Huaqiang: The supply shortage and strong demand for memory chips remain unchanged.
8. Dawei Technology: Will continue to expand its data center construction layout in the future.
9. Huahong Semiconductor: Will focus on power semiconductors and related industries in the next five years.
