Pre-market report on A-shares | Eight ministries jointly issued a document! Concerning "AI + Manufacturing" Lithium battery industry welcomes another major move to combat overcapacity.

Pre-market news 1. Eight ministries: China's key core AI technology will achieve safe and reliable supply by 2027 Type: Industry Sentiment Impact: Positive The Ministry of Industry and Information Technology and seven other ministries issued the "Special Action Plan for 'AI + Manufacturing'", which stated that by 2027, China's key core AI technology will achieve safe and reliable supply. The plan also mentioned promoting the coordinated development of smart chip hardware and software, supporting breakthroughs in key core technologies such as high-end training chips, AI servers, and intelligent cloud operating systems. 2. Lithium batteries intensify efforts to "combat overcapacity": multiple ministries jointly hold a symposium on the power and energy storage battery industry Type: Industry Sentiment Impact: Positive On January 7th, multiple ministries jointly held a symposium on the power and energy storage battery industry to discuss and plan the regulation of industry competition order. According to sources, participating companies included the top 10 domestic power battery companies, several leading energy storage battery companies, and integrators, totaling more than 10. Participants revealed that the meeting focused on the industry's "anti-overcapacity" work, including requiring companies to control production capacity, manage price wars, and protect patents. 3. The central bank conducts 1.1 trillion yuan of reverse repurchase operations today, experts say liquidity will continue to be injected this month Type: Macro Sentiment Impact: Positive On January 8th, the central bank will conduct 110 billion yuan of reverse repurchase operations with a term of 3 months. Considering that there are 110 billion yuan of reverse repurchase due today, this operation will be a rollover. Experts predict that the central bank will conduct 6-month reverse repurchase operations around January 15th, with a net injection of liquidity expected this month to continue injecting medium-term liquidity into the market. 4. The Chinese central bank has increased its gold reserves for the 14th consecutive month, institutions judge that the foundation of the gold bull market remains solid Type: Macro Sentiment Impact: Positive Central bank data shows that China's gold reserves at the end of December were reported at 74.15 million troy ounces, an increase of 30,000 troy ounces from the previous month, marking the 14th consecutive month of increasing gold reserves. Sinolink research report pointed out that the core support logic of global stagflation, chaotic order, and US deficit monetization has not changed. Looking ahead to 2026, the foundation of the gold bull market remains solid, the upward trend remains unchanged, and is expected to spill over to related nonferrous metals and strategic metals. Investment Calendar Alibaba Cloud Tongyi Intelligent Hardware Exhibition held today Investment Tips Investment Tips: Regardless of market ups and downs, maintain a balanced investment portfolio with a mix of stocks and bonds, and achieve reasonable balance. "The Mutual Fund Industry Knowledge" by John Bogle Institutional Views 1. CITIC Securities: The probability of the market shaking upwards is higher, and attention should be paid to sectors with high business climate and high heat but stagnant stock prices. 2. Zhongtai: Market volatility may increase in January, the technology theme still has continuity, and blind pursuit of high positions in commercial aerospace is not advisable. 3. Orient: The Shanghai Composite Index has experienced minor fluctuations after approaching 4100 points, with the upward momentum slowing down but not affecting future market breakthroughs. Positive and negative forecasts 1. Ministry of Industry and Information Technology: Promote new industrial network transformation and upgrades for no less than 50,000 companies Type: Policy Focus Dongguan Securities: AI and industrial software are accelerating integration, with leading domestic companies actively deploying industrial large models/industrial intelligent bodies, which is expected to rapidly promote AI empowering industrial software innovation and upgrades, and promote the development of new industrialization. 2. AI star company Anthropic is reportedly raising $100 billion, with a pre-investment valuation of $350 billion Type: Market discussion Founder: Since 2025, core AI application products of Chinese and American companies have matured continuously, and the progress of monetization has accelerated. With model advancements, declining computing costs, and maturing applications, 2026 is expected to usher in a year of investment in applications. 3. National Medical Products Administration: Optimize the review and approval of urgently needed overseas drugs Type: Policy Focus Yongxing Securities: Finding increments, attaching importance to going global, the pharmaceutical and biotechnology industry in 2026 still has opportunities for segmented areas and individual stocks, innovative drugs, CXO, and AI pharmaceuticals are the main investment directions for the pharmaceutical and biotechnology industry in 2026. Announcement Express Slightly positive announcements 1. Shenzhen Salubris Pharmaceuticals: Clinical trial application for innovative drug SAL0145 injection accepted 2. Shenzhen Bluetrum Technology: The net profit is expected to be between 1.4 billion and 1.43 billion in 2025, a year-on-year increase of 366.51% to 376.51% 3. Kunming Chuan Jin Nuo Chemical: The net profit is expected to be between 430 million and 480 million in 2025, a year-on-year increase of 144.24% to 172.64% Slightly negative announcements 1. Inner Mongolia Yili Industrial Group: Chairman Pan Gang plans to reduce holdings of no more than 0.98% of the company's shares to repay stock pledge financing loans 2. Guangdong Baolihua New Energy Stock: The controlling shareholder was fined 12 million yuan for violations and confiscated illegal gains of 25.5429 million yuan 3. Chengdu: A holding subsidiary will be banned from participating in procurement activities in the Western Theater Command for 3 years due to illegal activities such as bid rigging Overseas Markets Self-selected brother's tip: Economic data has mixed joys and sorrows, the three major U.S. stock indexes are mixed, with the Dow and S&P pulling back from highs, and most large technology stocks rising, with Google up more than 2%; popular Chinese stocks mostly falling, and the Nasdaq Golden Dragon Index falling 1.58%. This article is reprinted from "Tencent Self-selected Stocks", GMTEight editor: Feng Qiuyi.