Pre-market report on A-shares | Latest statement from the Ministry of Housing and Urban-Rural Development! Resolutely stabilizing the property market; Huawei officially forming a medical health legion.

Pre-market headlines 1. Ministry of Housing and Urban-Rural Development: Fight the battle to ensure delivery of houses, include pre-2000 communities in urban renewal scope Category: Industry Sentiment impact: Positive Minister of Housing and Urban-Rural Development Ni Hong stated that urban old communities built before 2000 should be included in the scope of urban renewal; resolutely stabilize the real estate market, continue to fight the battle to ensure delivery of houses, increase the issuance of white-list loans; make efforts to implement urban village renovation and renovation of old and dangerous buildings, and steadily promote monetary resettlement. 2. Huawei officially establishes a medical and health army, focusing on building an AI-assisted diagnostic solution system Category: Industry Sentiment impact: Positive Huawei has officially established a medical and health army, focusing on building an AI-assisted diagnostic solution system to promote the application of medical models in clinical settings. Haitong believes that the establishment of Huawei's army will integrate its own resources and strength, as well as the capabilities of industry partners, to promote the intelligent upgrading of the medical and health industry. 3. China imposes tariffs on some Canadian goods, involving canola oil, aquatic products, and pork Category: Macro Sentiment impact: Neutral The State Council Tariff Commission announced that starting from March 20, 2025, a 100% tariff will be imposed on canola oil, oil residue cake, and peas originating from Canada; a 25% tariff will be imposed on aquatic products and pork originating from Canada; the Ministry of Commerce spokesperson stated that China urges Canada to immediately correct its wrong practices, lift restrictions, and eliminate adverse effects. 4. Highlights of the Two Sessions today: The CPPCC session holds a closing meeting, the last "members' passage" interview activity will be held Category: Macro Sentiment impact: Positive The various delegations of the Fourteenth National People's Congress held a plenary meeting in the morning, followed by delegate group meetings in the afternoon. The closing meeting of the Fourteenth CPPCC National Committee was held in the morning, and before the closing meeting, the last "members' passage" interview activity will be held. Investment Calendar China's tariffs on some US goods take effect today Investment Tips Investment Tips: Fully understand the limitations of objective conditions, fully realize the limitations of one's own capabilities, and act cautiously within those limitations. This is the key to making money. "The Tao of Charlie Munger" by Charlie Munger Editor's Viewpoint Editor's Viewpoint: Weak fluctuations in the market on Friday, non-ferrous metals, and liquor sectors rebounded; Haitong believes that the technology sector is the medium-term trend, currently paying attention to consumer pharmaceuticals and real estate. Institutional Views 1. Haitong: The spring market has passed halfway, and the technology sector is the medium-term trend. Currently, pay attention to consumer pharmaceuticals and real estate. 2. Caitong: The landing of two sessions policies further improves risk appetite, and continue to focus on small and themed market attacks. 3. Orient: Policy and corporate financial reports will receive more attention, companies with better-than-expected performance are expected to attract stable funds. Positive and negative expectations 1. Small metals have recently raised prices, and the price of cobalt has risen by nearly 37% this month Category: Market discussion CICC: Global supply and demand improvements and low inventory are expected to further boost small metal prices, with the potential for improved profitability and growth of enterprises, highlighting the attractiveness of valuations and the significant positioning value of industry leaders. 2. The People's Bank of China has increased its gold holdings for the fourth consecutive month, and institutions are optimistic about the gold prosperity cycle Category: Market discussion Huatai: Due to concerns about de-globalization and US dollar credit, global investment demand for gold, central bank net purchases of gold, and technology demand may remain strong, while supply may remain relatively stable. The improvement in the supply-demand pattern may lead to gold price fluctuations. 3. Zhiyuan Siasun Robot & Automation will release the first universal body-mounted model, and institutions are optimistic about the increase in shipments Category: Institutional reviews Shenwan Hongyuan Group: Zhiyuan is at the forefront of ecological cooperation and mass production aspects, and its products have been applied in interactive services, flexible manufacturing, special operations, education and research, and other scenarios. Shipments in 2025 are expected to increase further. Announcement Express Slightly positive announcements 1. Winstech Precision Holding: The company provides mold processing and component production support for Wenzhen M8 2. Shenzhen Everbest Machinery Industry: Net profit for 2024 is 139 million yuan, a year-on-year increase of 29.6% 3. Lanzhou Huanghe Enterprise: Plans to repurchase shares worth 20-30 million yuan Slightly negative announcements 1. Guomai Technologies, Inc.: AI intelligent body-related technology achievements have not yet generated commercial income 2. Shanghai Shine-Link International Logistics: Net profit for 2024 is 131 million yuan, a year-on-year decrease of 14.51% 3. Changchun Yidong Clutch: FAW Equity Company plans to reduce its shareholding in the company by less than 3% Overseas Markets Self-selected brother reminder: US stocks rebounded and closed higher last Friday, but looking at the entire week, the S&P 500 index recorded its largest single-week decline since September last year, large technology stocks were mixed, and most popular Chinese stocks closed higher. This article is republished from Tencent's self-selected stocks, GMTEight editor: Liu Xuan.