Important news 1. Xi Jinping: There are no winners in tariff wars and trade wars. Bullying and bullying will only isolate oneself. 2. Xi Jinping: China has decided to implement a visa-free policy for the first five countries in Latin America and the

2025-05-13

Important news 1. Xi Jinping: There are no winners in tariff wars and trade wars. Bullying and bullying will only isolate oneself. 2. Xi Jinping: China has decided to implement a visa-free policy for the first five countries in Latin America and the Caribbean, and will expand the coverage of regional countries in due course. 3. Do China and the United States plan to discuss the special tariffs imposed by the United States on China on the grounds of fentanyl? The Ministry of Foreign Affairs responded: Fentanyl is a problem for the United States. 4. Nomura: The tariff agreement reached between China and the United States exceeded expectations, raising Chinese stocks to "tactical overweight". 5. Sichuan: Support enterprises to tackle large and medium-sized drones, manned eVTOLs, flying cars and other complete machine products, and provide financial support according to 30% of the project investment. 6. The "small essay" of the head silicon material manufacturer's stockpiling led to the rise of the sector. Verification: The interviewee has not heard of the "stockpiling plan", and the industry's capacity utilization rate is around 30%. Stock news 1. The data on the flow of main funds showed that Aerospace Electronics ranked first with a net inflow of 530 million yuan, while Tongwei Co., Ltd., Qingdao Kingking, Industrial and Commercial Bank of China, and Guomai Technology ranked first with a net inflow of main funds; AVIC Chengfei ranked first with a net outflow of 1.819 billion yuan, while Luxshare Precision, Oriental Fortune, Wanxiang Qianchao, and Tosda ranked first with a net outflow of main funds. 2. Weiwan Sealing: The company has not yet been involved in the military industry. 3. Jinli Huadian: The prosperity of the glass insulator industry is still at a high level. 4. Enki Technology: The company's shopping guide robots are in the field retail scene testing stage. 5. Feikai Materials: There are currently no products directly applied to humanoid robots. 6. Ping An of China responded: In the downward cycle of interest rates, the investment returns of high-dividend, state-owned large bank stocks are very good.