Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.

In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.

cls.cnApr 6 20:17 ET

Huisuan Account has submitted their application to the Hong Kong Stock Exchange for the third time, with investments from Tencent, Xiaomi, and Sichuan Hexie Shuangma | IPO Express.

① Spring Future, National Services, Harmony Jinfeng, and RJH Investment are the first-round investors in Huizuan Account. ② Despite Huizuan Account holding the title of "Industry Leader," this nearly ten-year-old company still faces multiple challenges such as a highly fragmented market and a business model that needs to be validated.

cls.cnMar 11 09:54 ET

Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the

① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.

cls.cnMar 2 21:09 ET

40 billion! BBMG Corporation breaks through financing, still spending billions in Beijing during the period of losses.

① The longstanding state-owned enterprise BBMG Corporation has received approval for financing of up to 40 billion, sparking heated discussions in the market; ② BBMG Corporation has performed poorly in recent years, and for 2024, it is expected that the adjusted Net income loss will be between 2.8 billion and -3.1 billion yuan, yet it continues to spend hundreds of millions to acquire land in Beijing during this loss period.

cls.cnFeb 27 09:10 ET

Is it photovoltaic materials instead of semiconductors? Ningbo Fuda plans to acquire control of Jingxin Materials | Quick read of the announcement.

① Ningbo Fuda announced tonight its intention to acquire control of Jingxin Materials through cash equity transfer or capital increase; ② Jingxin Materials mainly produces silver paste for solar photovoltaic applications, back silver paste, special conductive silver powder, and more; ③ There were earlier market rumors at the end of last year that Rongxin Semiconductors would inject into Ningbo Fuda, which the company denied.

cls.cnJan 16 07:36 ET

The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.

① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.

cls.cnJan 9 08:29 ET