Important news
1. The National Development and Reform Commission issued the second batch of 81 billion yuan of ultra-long-term special treasury bond funds this year, and continued to vigorously support the replacement of old consumer goods with new ones.
2. The Ministry of Commerce responded to Boeing's return of the planned delivery of aircraft: China is willing to continue to support the normal commercial cooperation between the two countries' enterprises.
3. Ministry of Industry and Information Technology: Accelerate the development of mandatory national standards for safety requirements of autonomous driving systems.
4. Three departments: Comprehensively clean up and rectify various unreasonable regulations and practices that illegally set market access barriers.
5. National Data Bureau: Systematically promote the construction of a national integrated computing power network to ensure that more than 60% of the new computing power is gathered in national hub nodes.
Individual stock news
1.
The main capital flow data showed that Leo shares ranked first with a net inflow of 881 million yuan, and GigaDevice, Sichuan Changhong, Broadcom Technology, and Will shares received net inflows of main funds; BYD ranked first with a net outflow of 407 million yuan, and Shenghong Technology, Magmet, Dawei Technology, and Hangzhou Iron and Steel Co., Ltd. ranked first with net outflows of main funds.
2. Zhongjie Automobile: The US tariff policy has little impact on the company.
3. Milkway: The impact of the US tariff increase on the company is relatively limited.
4. Dongyi Risheng: The contract value of the newly signed order in the first quarter of 2025 is 205 million yuan.
5. Rongda Photosensitive: Increase the development of the flat panel display and semiconductor photoresist market.
6. Jiebang Technology: The liquid cooling module business is currently carrying out product introduction work with a North American customer.
7. Zhejiang Jiaoke: In the first quarter, the construction industry won 318 new bids and signed projects with an amount of 9.218 billion yuan.
8. Sinopec responded to the loss of 3.8 billion yuan in investment income: it was affected by the accounting performance of derivative settlement and the performance of downstream joint ventures.
