GMT EIGHT - Stocks - China Stock

Guosheng Securities: AI demand explodes, PCB industry chain benefits significantly.

With the explosive demand for AI PCBs, the corresponding supply chain is currently in a tense state, with scarcity and tightness of high-layer and high-end HDI production capacity. In addition, high-end materials supply in the upstream of the industry chain is also scarce. It is necessary to pay attention to the opportunity for performance explosion in the PCB industry chain under the big cycle of AI.

Gansu Golden Solar's subsidiary signs a significant 399 million yuan computing power sales contract.

ST Diamond (300093.SZ) announced that its subsidiary, Beijing Diamond Numerical Ocean Intelligent Computing Technology Co.,Ltd...

Qingdao Zhongzi Zhongcheng Group (300208.SZ) stock resumed trading on June 30 and entered the delisting consolidation period. The expected final trading date is July 18.

ST Medium-Term (300208.SZ) issued an announcement that the company's stock will resume trading on June 30, 2025 and enter...

Guangzhou Metro Design & Research Institute (003013.SZ): Application for issuance of shares to purchase assets and raise supporting funds accepted by Shenzhen Stock Exchange.

Subway Design (003013.SZ) issued an announcement that the company plans to purchase Guangzhou Metro Group by issuing shares.

Zibo Qixiang Tengda Chemical (002408.SZ): Routine shutdown maintenance of 60,000 tons acetone device.

Qixiang Tengda (002408.SZ) issued an announcement, the company plans to ensure the safe and smooth operation of the acetone unit...

CITIC SEC: The interim report season is still dominated by structural opportunities.

It is expected that AI and military industry will be the focus of looking for structural opportunities in the third quarter.

Shareholder Bao Lifen of Nanjing CIGU Technology Corp., LTD. (688448.SH) plans to reduce their shareholding by no more than 3%.

Magnetic Valley Technology (688448.SH) announced that its shareholder Baolifeng intends to conduct centralized bidding... due to its own fund arrangement.

Shenzhen Mindray Bio-Medical Electronics (300760.SZ): Ever Union plans to reduce its shareholding by no more than 0.41%.

Mindray Medical (300760.SZ) announced that before the initial public offering of A-shares, it holds a 4.25% stake...

Shenzhen Wongtee International Enterprise (000056.SZ) director and CEO, Liu Haibo, resigned.

The Palace International (000056.SZ) issued an announcement. The company's board of directors recently received a letter from the company's director and CEO, Liu Hai...

Yueyang Xingchang Petrochemical (000819.SZ) and its subsidiaries' main production facilities have started operation.

Yueyang Xingchang (000819.SZ) announced that the company and its subsidiary Xinling Chemical have recently completed maintenance, and the subsidiary...

Shenzhen Prince New Materials (002735.SZ) controlling shareholder has reduced their holdings of the company by a total of 1.1%.

Prince New Material (002735.SZ) announced that the company recently received a notice from its controlling shareholder and actual controller, Wang Jinjun...

New Hope Dairy's controlling shareholder plans to reduce their holdings by no more than 3%.

New Dairy Industry (002946.SZ) has announced that its controlling shareholder Universal, with a 65.07% stake...

Directors and senior executives of Tianjin Jiuri New Materials (688199.SH) plan to collectively reduce their holdings by a total of no more than 9.89 million shares.

Jiudi Xincai (688199.SH) issued an announcement that Mr. Kou Fuping, a director of the company, plans to sell a portion of his shares for personal financial needs.

Jiangsu General Science Technology (601500.SH): Hongdou International Investment intends to reduce its shareholding by no more than 0.31%

Universal Corporation (601500.SH) announced that Red Bean International Investment intends to conduct centralized bidding or large...

SINOHYTEC(688339.SH) shareholder Zhou Zhuqing plans to reduce his holdings by no more than 70,000 shares.

Yihuatong (688339.SH) announced that shareholder Zhou Zhuqing intends to reduce holdings as disclosed in the plan due to personal funding needs.

Yitang Shares (688729.SH): The final online subscription success rate is approximately 0.0521%.

Yitang Stock (688729.SH) announced that after the callback mechanism was initiated, the final issuance quantity for offline placement is 15.2...

Minsheng Securities: Stablecoin cannot save the credit of the US dollar in the short term.

At least in the short term, stablecoins cannot save the US dollar from its crisis. The problem with the US dollar lies in identifying its counterpart, regardless of preferences within the US or among the public. Relying solely on overseas official reserves may not be enough to alleviate concerns about the US dollar.

CMSC: Industrial profits turned negative year-on-year in May, while the cumulative year-on-year growth rate of photovoltaic power generation installed capacity expanded.

China Merchants Securities expects fiscal expansion in the second half of the year to drive profit "V"-shaped recovery.

Hengbao Co., Ltd. (002104.SZ) actual controller Qian Jing completed the reduction of shares, totaling a reduction of 1.37% of the shares.

Hengbao Group (002104.SZ) Announcement: The company's controlling shareholder and actual controller, Mr. Qian Jing, plans to reduce their shareholding...

Jilin Province Xidian Pharmaceutical Sci-Tech Development (301130.SZ) shareholder Guotou Gaoke Technology Investment Corporation intends to transfer 765,000 shares through inquiry.

West Point Pharmaceutical (301130.SZ) announced that the company's shareholder, China National Investment High-Tech Investment Co., Ltd., intends to participate in the inquiry transfer...

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