A-shares evening hot topic | related to real estate! Media: Vanke President Zhu Jiusheng taken away by public security organs

1. Domestic mature process chips face unfair competition challenge, Ministry of Commerce, China Semiconductor Industry Association speak out Importance: A spokesperson for the Ministry of Commerce stated that the domestic chip industry has reflected that for some time, the Biden administration has provided a large number of subsidies to the chip industry, giving U.S. companies an unfair competitive advantage, and low-priced exports of related mature process chips to China have harmed the legitimate rights and interests of China's domestic industry. It is normal for the Chinese domestic industry to be concerned, and they have the right to apply for trade remedy investigations. Regarding the applications and demands of the domestic industry, the investigating authorities will review them in accordance with relevant Chinese laws and regulations, follow WTO rules, and initiate investigations in accordance with the law. The China Semiconductor Industry Association stated that they firmly support domestic and foreign-funded semiconductor companies operating in China, actively uphold their legitimate rights and interests in accordance with WTO rules. At the same time, they encourage companies to promote the semiconductor industry towards high-quality development through continuous technological innovation, strengthened industry chain cooperation, and active international cooperation, jointly building a more open, fair, and orderly market order, laying a solid foundation for the prosperity and development of the global semiconductor industry. 2. Media: Vanke President Zhu Jiusheng taken away by public security agency Importance: According to Economic Observer Network, Zhu Jiusheng, Executive Director, President, and CEO of CHINA VANKE Co., Ltd. was taken away by a public security agency. Several sources informed reporters of this information on January 16th. Reporters tried to contact Zhu Jiusheng multiple times via phone but received no answer; text messages inquiring also went unanswered. Reporters also tried to contact Vanke's board secretary, Zhu Xu, who did not answer calls or reply to messages. Reporters also called Vanke's headquarters and, at the request of the staff, sent an interview letter to the company's media liaison mailbox but received no response. 3. When will the new subsidies for mobile phone purchases be implemented? Does Wuxi Online Offline Communication Information Technology Co., Ltd. also apply? Latest response from the Ministry of Commerce Importance: On January 16th, the Ministry of Commerce held a special press conference to introduce the new subsidies for mobile phones, tablets, smartwatches, and the policy for replacing old appliances. The following key points were summarized: Starting on January 20, subsidies for digital products such as mobile phones will be gradually implemented nationwide. Subsidies for mobile phones do not require old phones to be traded in; the payment will be made through a reduction in payment, and Wuxi Online Offline Communication Information Technology Co., Ltd. is also applicable. Consumers who purchase subsidized products such as mobile phones need to complete information collection and product verification. Fair and equal treatment for entities and products that meet the policy conditions. 4. Biden administration recently issued a series of economic, trade, and technology restrictions towards China, Foreign Ministry responds Importance: At the regular press conference of the Ministry of Foreign Affairs on the 16th, spokesperson Guo Jiakun of the Chinese Ministry of Foreign Affairs stated that in response to the series of economic, trade, and technology restrictions towards China issued by the Biden administration recently, the Chinese Ministry of Commerce has clarified a stern position, and China has made solemn representations to the US. He emphasized that any sanctions and pressures cannot stop the pace of China's development and progress, and any bullying and coercion cannot shake China's determination to stand on its own feet. China will take resolute measures to firmly safeguard the legitimate rights and interests of Chinese companies and individuals, and defend its own sovereignty, security, and development interests. 5. Regulation is here! Several medical beauty institutions received self-inspection notices for hydroxyapatite products Importance: According to 21st Century Business Herald, recently, an insider in the medical beauty industry reported that around January 14th, several medical beauty institutions received notices from regulatory authorities, requiring them to self-inspect whether they are using hydroxyapatite products and whether the products they are using are legal. If they are using such products, they need to inform promptly to ensure that there are no safety issues. According to internal circulated information, medical care institutions in a certain area of Hubei Province issued a notice requiring all medical institutions to carefully review relevant materials, count if they are using hydroxyapatite products, and submit a statistical form by the day after the notice is issued. 6. Cross-border ETF enthusiasm is back! "Bull Fund" back at a 40% premium Importance: On January 16th, the cross-border ETF market heated up again, with funds such as the French CAC40ETF (513080), S&P Consumer ETF (159529), and German ETF (159561) showing impressive gains by the end of trading. Among them, the S&P Consumer ETF, which had slightly cooled off in popularity in recent times, once again saw its premium rate rise, approaching 40%, becoming the ETF fund with the highest premium currently. In addition, the following news is also worth noting: 7. BlackRock: The Chinese market still offers clear investment opportunities, and will continue to actively layout in the active equity and index enhancement areas. 8. Today, domestic fuel prices will be adjusted, and it will cost about 13.5 yuan more to fill a tank of gasoline. 9. Ministry of Commerce: Will timely incorporate dual-use items in the strategic resource sector into export controls in accordance with the law.Significant increase.3. The Japanese Yen is strengthening dramatically! Analysts believe that there is a high probability of the Bank of Japan raising interest rates next week. This week, there were clear signs of the Japanese Yen strengthening, with major currencies appreciating by over 1%. Analysts believe that the Bank of Japan may raise interest rates at the meeting next week to combat the ongoing rise in prices. According to a survey by the media, nearly two-thirds (32) of economists predict that the Bank of Japan will raise interest rates in March, with an early rate hike expected on January 24th. In terms of investment opportunities, market attention is focused on computing power and other areas. 1. Shanghai: Building high-energy cloud computing data center clusters, open computing power platforms, and computing power interconnection platforms The Shanghai Municipal People's Government Office issued the "Implementation Plan for Promoting High-Quality Development of Digital Trade and Service Trade in Shanghai," which mentioned the layout of high-performance computing infrastructure. It aims to build high-energy cloud computing data center clusters, open computing power platforms, and computing power interconnection platforms. A research report by Minsheng Securities pointed out that new production forces are driven by technological revolutionary breakthroughs, innovative allocation of production factors, and deep transformation and upgrading of industries. Artificial intelligence, as the "leader" of the new round of technological revolution, will drive the great era opportunities centered around "AI+": the rise of domestic AI computing power is the overall trend. In addition, the following sectors are worth paying attention to: 2. AI Glasses: It is reported that Tmall Elf and Quark will merge to explore AI glasses. 3. Consumer Electronics: Ministry of Industry and Information Technology: "Trading in Old for New" helps in the growth of related businesses in the consumer electronics industry in China. 4. Artificial Intelligence: OpenAI is about to launch o3-mini for developers. In terms of positive announcements, it is advised to pay attention to Shanghai Pudong Development Bank's net profit growth, among others. In terms of negative announcements, pay attention to LONGi Green Energy Technology's expected net loss, among others.