A-share pre-market report | Soaring more than 4%! Silver skyrockets to new highs late at night, polycrystalline silicon storage platform emerges from the surface.

Pre-market news 1. Breaking record high! Precious metals surged before the Fed's decision, silver stood above $60 for the first time Type: Industry Sentiment impact: Positive Traders remained optimistic before the Fed interest rate decision, with precious metals collectively rising on Tuesday. Silver, driven by supply shortages, soared to over $60 per ounce, with spot silver rising over 4% intraday. Analysts suggest that in the coming months, the price of silver is expected to continue benefiting from the same forces boosting gold prices: a weaker dollar, relaxed monetary policies, and safe-haven demand amid geopolitical tensions. 2. Is the "storage platform" for polysilicon coming? Industry experts say capacity and cost optimization take a key step Type: Industry Sentiment impact: Positive Yesterday, news emerged that a polysilicon storage platform company has been registered, named Beijing Guangheqiancheng Technology Co., Ltd., with a registered capital of 3 billion yuan. A top polysilicon industry insider confirmed the news. Industry insiders believe that the polysilicon integration platform will impact the industry in various aspects, including helping to restore prices and profitability, reshaping the long-term market landscape, and optimizing the upstream and downstream industrial chain transmission. 3. Failed merger plan worth billions, Hygon Information Technology and Dawning Information Industry terminate major asset restructuring Type: Company Sentiment impact: Negative On the evening of December 9th, Dawning Information Industry and Hygon Information Technology simultaneously announced the termination of a major asset restructuring, citing significant changes in the market environment since the initial planning of the transaction. From an industrial chain perspective, Hygon Information Technology is upstream of Dawning Information Industry's business. Both companies stated that the termination of the major asset restructuring will not affect their ongoing cooperation. 4. Ministry of Commerce: Promoting the retail industry to shift towards quality-driven and service-driven Type: Industry Sentiment impact: Positive Deputy Minister of Commerce Sheng Qiuping stated on the 9th that during the "14th Five-Year Plan" period, the retail industry should be a key focus in nurturing a complete domestic demand system and strengthening the domestic big circulation, promoting the industry to shift towards quality-driven and service-driven development. It is important to learn and promote good experiences and practices from companies like Pinduoduo, pay more attention to the sinking market, develop new formats, new models, and new scenarios, and stimulate consumption potential. Investment Calendar China's November CPI data to be released today Investment Tips Investing in cyclical stocks is like playing a game of 21 blackjack, if you gamble for too long, you will end up losing the money you won in the end. [US] Peter Lynch's "Beating the Street" Institutional Views 1. BOC International: The prelude to the spring uptrend is expected to start early, with the highest odds and payouts for choosing a growth style. 2. Cinda: Low trading volume in the bull market is not a negative signal, December may become a window for laying out the annual trend. 3. Orient: The market is dominated by structural trends, investors tend to be stable at the end of the year, and the stock index lacks short-term upward momentum. Positive and Negative Outlook 1. SpaceX is reportedly pushing forward with its first public stock offering, aiming to raise over $30 billion Type: Market Hot Topic Huaxi: The current rapid development of satellite internet, regular satellite launches, increased communication capacity, and reduced latency are expected to see rapid applications of direct satellite broadband for mobile phones and AI assistant systems linked to low-orbit satellite networks. Continued recommendations for satellite communication, satellite Internet of Things, and other related assets. 2. Alibaba establishes the Qianwen C-end business group, aiming to create the first user entry and AI assistant in the AI era Type: Institutional Review CITIC SEC: Domestic computing power is on the rise, with both performance elasticity and investment certainty, optimistic about the internet technology giants empowered by AI and AI applications with faster pace of landing such as AI advertising, AI Agents, AI video generation, and commercial autonomous driving. 3. Rising prices of lithium battery raw materials impact, Dega Energy announces price increase for battery series products Type: Market Hot Topic Central China: Looking ahead to the "14th Five-Year Plan," China's demand for lithium batteries will continue to grow, with energy storage lithium batteries becoming the main growth driver, enriching downstream applications for lithium batteries, accelerating technological iteration in the industry, and developing towards a green, low-carbon direction. Announcement Express Positive Announcements 1. APT Medical Inc.: Plans to repurchase shares worth 200 million to 250 million yuan 2. Impulse(Qingdao)Health Tech: Controlling shareholder plans to increase holdings of company shares by 60 million to 120 million yuan 3. Songcheng Performance Development: Plans to repurchase shares worth 1 billion to 2 billion yuan Negative Announcements 1. Tangrenshen Group: November pig sales revenue of 629 million yuan, a 24.05% decrease from the previous month 2. Digital China Information Service Group: Controlling shareholder plans to reduce holdings of company shares by no more than 3% 3. Shanghai Huayi Group Corporation: Subsidiary Huali Company's entire factory area suspended for remediation Overseas Markets The three major US stock indices rose and fell differently, with JPMorgan warning of costs putting pressure on the market; large tech stocks were mixed with Tesla closing up 1.27%, the precious metals sector leading the gains, with Pan American Silver rising over 11%, and most popular Chinese concept stocks falling. This article is reproduced from "Tencent Self-selecting Stocks", GMTEight Editor: Xu Wenqiang.