Evening hot topics in A-shares | Will CITIC and Galaxy Merge? Both sides denied the rumors

iPhone 16 The program to start issuing domestic component level certification (TKDN) to Apple has been initiated, but the latter still needs to submit some administrative documents. The Indonesian government's move signifies that the ban on the sale of iPhone 16 is about to be lifted.Self-selected brother sorts out the investment opportunities of market concern and finds that data elements are also attracting attention. 1. Set a record for Shanghai New World! Alibaba Cloud tops the global database performance and cost-effectiveness rankings According to Alibaba Cloud, Alibaba Cloud's PolarDB cloud-native database has topped the global database performance and cost-effectiveness rankings, successfully setting a world record for TPC-C performance and cost-effectiveness double lists with 20.55 billion transactions per minute (tpmC) and a unit cost of 0.8 yuan per person (price/tpmC). Dongxing believes that the top-level design of data elements in China is continuously improving, with industrial end results continuing to land, but overall still in a relatively early stage. Short-term development opportunities still mainly lie in the construction of industrial infrastructure, and in the medium and long term, with the gradual improvement of the market, it will gradually benefit companies with data resources and those expected to operate and authorize public data. It is recommended to focus on the three main themes of infrastructure construction, data asset realization, and data authorization operation. In addition, the following sectors are also worth paying attention to: 2. Real Estate: Five-year high-speed traffic subsidy, Hangzhou FORTUNE SUN area issues real estate support policy (traffic subsidy) acceptance announcement. 3. Innovative Medicine: Market exceeds 1.1 trillion! Many innovative pharmaceutical companies have passed the "pain period" and are starting to make profits. Regarding the positive announcements, Self-selected brother suggests paying attention to Goertek Inc.'s controlling shareholder's plan to increase holdings; in terms of negative announcements, pay attention to JiangSu WuZhong Pharmaceutical Development being investigated by the China Securities Regulatory Commission for suspected violations of disclosure laws and regulations. Positive announcements: 1. Goertek Inc.: Controlling shareholder Goer Group plans to increase company shares by 500 million to 1 billion yuan. 2. Optowide Technologies: Planning to purchase control of Xunke Communication Stock suspended from trading. 3. Shanghai Awinic Technology: Net profit expected to increase by 399.83% in 2024. 4. Jiangsu Maixinlin Aviation Science and Technology Corp.: Net profit increased by 197% to 45.28 million yuan in 2024. 5. Shandong New Beiyang Information Technology: Subsidiary won the bid for the Agricultural Bank of China's clearing machine procurement project. 6. Tonze New Energy Technology: 6,000 ton high-purity lithium fluoride project enters the trial production stage. 7. Jiangsu Hengrui Pharmaceuticals: Subsidiary receives notification for clinical trial approval of HRS-1301 tablets. 8. Humanwell Healthcare: Controlling subsidiary Yichang Renfu Tropisetron Hydrochloride Tablets approved for listing. 9. Porton Pharma Solutions: Plans to invest in cell and gene industry fund with a total not exceeding 50 million yuan. Negative announcements: 1. JiangSu WuZhong Pharmaceutical Development: Investigated by the China Securities Regulatory Commission for suspected violations of disclosure laws and regulations. 2. IReader Technology: Quantum Leap plans to reduce company holdings by no more than 1%. 3. Jiangyin Hengrun Heavy Industries: Shareholder holding more than 5% will have 12.80 million shares auctioned off. 4. Hang Zhou Iron & Steel: Development not related to core computing technology. 5. Zhejiang Zhongcheng Packing Material: The revenue from the SEPS series products currently accounts for a small proportion of the company's total revenue. 6. Xi'An Typical Industries: The company does not involve humanoid Siasun Robot&Automation products. 7. Xuelong Group: The company has no business cooperation with Yushu Technology in any form. 8. Zhejiang XCC Group: Company self-inspection shows normal production and operation, and the performance of the Mexican factory in 2024 is lower than expected. 9. Shenzhen Gongjin Electronics: Revenue from laser radar products accounts for less than 1% of the company's operating revenue. This article is reproduced from "Tencent Self-selected Stocks", GMTEight editor: Li Fo.