Evening hot spots in A shares | Ministry of Industry and Information Technology speaks up! Focus on cultivating artificial intelligence advantage enterprises.

1. The Ministry of Industry and Information Technology deployed to promote the development of the artificial intelligence industry and empower new industrialization Importance: Li Lecheng, Secretary of the Party Group and Minister of the Ministry of Industry and Information Technology, presided over a meeting on June 3 to discuss the ideas and measures to promote the development of the artificial intelligence industry and empower new industrialization. The meeting emphasized the need to cultivate leading artificial intelligence companies, support the specialized development of small and medium-sized artificial intelligence enterprises. Improve the open source mechanism for artificial intelligence, accelerate the construction of a high-level artificial intelligence open source community, and create an open and shareable open source ecosystem. Increase financial and tax policy support and guide social capital to increase investments. Continuously expand international cooperation in the artificial intelligence industry. It is important to coordinate development and security, strengthen security governance and protection, enhance risk assessment and response, promote in-depth research on composite detection technology, accelerate the formulation of ethical management regulations for artificial intelligence technology, and guide the healthy and orderly development of the industry. 2. National Energy Administration: Organizing the first batch of pilot work for the construction of new power systems Importance: On June 4, the National Energy Administration issued a notice to organize the first batch of pilot work for the construction of new power systems. It mentioned that key breakthroughs should be adhered to, and pilot work should be carried out in seven directions such as network-type technologies, system-friendly new energy power stations, smart microgrids, coordinated computing and power, virtual power plants, large-scale high proportion new energy exports, and new generation coal-fired power. Focus on national hub nodes and resource-rich non-hub regions such as Qinghai, Xinjiang, and Heilongjiang. Based on the scientific integration of source-load-storage resources, coordinate regional data center green energy demand and new energy resource conditions, and plan and layout computing and power projects together. 3. Hong Kong Securities and Futures Commission is considering introducing derivatives trading of virtual assets for professional investors Importance: On June 4, Secretary for Financial Services and the Treasury of Hong Kong, Christopher Hui, stated that the Hong Kong Securities and Futures Commission is considering introducing derivative trading of virtual assets for professional investors and will formulate robust risk management measures. These measures will further enrich the product options in the Hong Kong market while ensuring that trading is conducted in an orderly, transparent, and secure manner. 4. SASAC Director Zhang Yuzhuo conducts intensive research on eight major central enterprises, "Integration" mentioned multiple times Importance: Recently, Zhang Yuzhuo, Director of the State-Owned Assets Supervision and Administration Commission of the State Council, conducted research on enterprises by visiting eight central enterprises in this round of research. From an industry perspective, this round of research covered energy, steel, nonferrous metals, energy conservation, environmental protection, inspection and verification, automotive technology services, advanced manufacturing, and pharmaceuticals. It is important to note that terms such as increasing the added value of products and services, resource integration synergy, and promoting the high-end development of industries were mentioned multiple times in this round of research. The above deployments will also become the guiding principles for the development direction of central enterprises in the future. 5. Central Finance plans to support 20 cities including Beijing and Tianjin to implement urban renewal actions Importance: The Ministry of Finance announced the results of the 2025 Urban Renewal Action review on June 4, with 20 cities including Beijing, Tianjin, Tangshan, Baotou, Dalian, Harbin, Suzhou, Wenzhou, Wuhu, Xiamen, Jinan, Zhengzhou, Yichang, Changsha, Guangzhou, Haikou, Yibin, Lanzhou, Xining, and Urumqi selected. In the coming years, the Central Finance plans to provide more than 20 billion yuan in subsidies to support these 20 cities in implementing urban renewal actions, exploring the establishment of a sustainable urban renewal mechanism, and addressing the weaknesses in urban infrastructure. 6. The world's second nine-valent HPV vaccine is approved Importance: After the market closed on June 4, Beijing Wantai Biological Pharmacy Enterprise announced that its wholly-owned subsidiary Xiamen Wantai Canghai Biotechnology Co., Ltd. has obtained approval for the nine-valent human papillomavirus vaccine Xinnining 9. Previously, there was only one nine-valent HPV vaccine on the market worldwide, Gardasil 9 from Merck. Behind this vaccine business, there is a figure worth paying attention to. As of the end of the first quarter of 2025, Zhong Shanshan holds 224 million shares directly in Beijing Wantai Biological Pharmacy Enterprise, and Zhong Shanshan's wholly-owned holding company Yangshentang is the largest shareholder of Beijing Wantai Biological Pharmacy Enterprise, holding 706 million shares. The two holdings together account for approximately 73.5% of the total share capital. 7. Ministry of Foreign Affairs: Advised the U.S. to change its habit of imagining China Importance: After Lee Nak-yon was elected as the 21st President of South Korea, the White House responded by expressing concerns about China's interference in and influence over the democratic activities of global countries, despite South Korea holding free and fair elections. In response, Chinese Foreign Ministry spokesperson Lin Jian stated on June 4 that China has always adhered to the principle of non-interference in internal affairs and has never interfered and will not interfere in the internal affairs of any country. China advised the U.S. to change its habit of imagining China based on its actions and stop sowing discord in Sino-Korean relations. 8. Xiaopeng Motors teams up with Huawei! New car will use Huawei's HUD solution Importance: On June 4, Xiaopeng Motors and Huawei Guankan Intelligent Automotive Solution both posted posters on Weibo with the caption "Seeing the future, see you tomorrow" and tagged each other. It is understood that Xiaopeng Motors will work with Huawei to jointly address industry pain points and create the world's best AR-HUD! In addition, the following news is also worth paying attention to: 9. 156,000 new A-share accounts opened in May, a 23% year-on-year increase. 10. Foreign giants actively survey A-share companies, with a focus on integrated circuit and other hard technology fields. 1. U.S. stock market three major indexes slightly higher, STMicroelectronics up over 9% The three major U.S. indexes rose slightly, with the Dow up 0.06%, the Nasdaq up 0.18%, and the S&P 500 up 0.16% as of 10:00 pm EST. In terms of focus stocks, STMicroelectronics rose over 9%, with the CEO stating that the company will achieve at least the midpoint of its performance guidance in the second quarter; software company CrowdStrike fell nearly 6%, citing company.Q2 performance outlook is lower than expected.2. Japan's population of birth in 2024 is less than 700,000, with the birth rate hitting a new low. Data released by the Japanese government on Wednesday (June 4) shows that the number of births in Japan in 2024 fell below 700,000 for the first time, decreasing by 5.7% from the previous year to 686,061. This highlights the continuing trend of late marriage and childbirth in Japan, and reflects the huge challenge the Japanese government faces in trying to reverse the trend of declining births. Data from Japan's Ministry of Health, Labour and Welfare also shows that Japan's total fertility rate, the average number of children a woman is expected to have in her lifetime, has dropped from 1.20 in 2023 to 1.15, hitting a historic low. This trend is particularly pronounced in Tokyo, where the rate has been below 1 for the second consecutive year. 3. Dalio warns again: United States may face a "crisis situation" in three years due to debt. Billionaire investor and founder of Bridgewater Associates, Ray Dalio, wrote in his new book that the risk of a debt crisis in the United States in the near future is low, but the long-term risk is high. Dalio had warned at a media event held by the Pell Institute in New York on May 22 that the US current deficit is on an unsustainable path and has "exceeded the market's tolerance." He predicts that the United States will fall into a "crisis situation" in about three years. In terms of investment opportunities, self-selected brotherhood identified the following sectors: new energy vehicles and others.