A-share Evening Hotspot | Major Catalyst! What impact will China Petroleum & Chemical Corporation and China Aviation Oil's announced restructuring have?

1. China Petroleum & Chemical Corporation announced the restructuring, what impact does it have? According to the website of the State-owned Assets Supervision and Administration Commission, PetroChina Chemical Group Co., Ltd. and China Aviation Oil Group Co., Ltd. are implementing a restructuring. Industry experts believe that this reform is a strategic and specialized restructuring integration layout of central enterprises, and it is also a proactive measure to address international competition and green transformation. It is expected to help reduce the cost of aviation fuel supply, enhance the competitiveness of China's aviation fuel industry, and promote the green and low-carbon transformation of the aviation industry. 2. Targeting the new pole of China's commercial aerospace industry! Guangzhou plans to focus on reusable rocket technology On January 8, the General Office of the People's Government of Guangzhou released the "Guangzhou City Accelerating the Construction of an Advanced Manufacturing Strong City Plan (2024-2035)", proposing to build a new pole of China's commercial aerospace industry with global influence by 2035. The plan focuses on tackling reusable rocket technology, relying on the Conghua Commercial Rocket Liquid Propulsion System Test Center and the general assembly and testing industrial base to provide a solid foundation for the development of medium and large liquid rockets. In the future, it will be open for national research institutes, enterprises, and universities. 3. Ministry of Industry and Information Technology leads the warning of irrational competition in the lithium battery industry, with over ten leading companies participating The Ministry of Industry and Information Technology announced that it, along with the National Development and Reform Commission, the State Administration for Market Regulation, and the National Energy Administration, jointly convened a symposium for the power and energy storage battery industry on January 7 to discuss and deploy further work to regulate the competitive order of the power and energy storage battery industry. According to sources familiar with the matter, this meeting convened 16 companies, including 13 power battery and energy storage battery companies: Contemporary Amperex Technology, BYD Company Limited, CALB, Gotion High-tech, Eve Energy Co., Ltd., Sunwoda Electronic, among others. 4. Ministry of Commerce responds to the review of Meta's acquisition of Manus The Ministry of Commerce held a routine press conference on the 8th, and spokesman He Yadong responded to questions about the review of Meta's acquisition of the artificial intelligence platform Manus. He said that the Chinese government has always supported companies in conducting cross-border operations and international technology cooperation for mutual benefit in accordance with the law and regulations. It should be noted that activities such as foreign investment, technology exports, data outflows, and cross-border mergers and acquisitions by companies must comply with Chinese laws and regulations and follow the statutory procedures. The Ministry of Commerce, along with relevant departments, will conduct an assessment investigation on the consistency of this acquisition with relevant laws and regulations on export control, technology import and export, and overseas investment. 5. State Administration for Market Regulation reports on the monopoly risks of polysilicon? Responses from related parties have been received On January 8, polysilicon futures fell by the limit, with a 9% decline. On that day, a leaked meeting record showed that on January 6, the State Administration for Market Regulation had talks with the Photovoltaic Industry Association, Tongwei, GCL, Daquan, Xinte, and other units. The main content of the meeting involved reporting on relevant monopoly risks, providing clear rectification opinions, and making requests for enterprises to carry out rectification work. A company representative responded by stating that the company will strictly conduct self-discipline in accordance with the requirements of regulatory and supervisory authorities and implement the national "anti-industrial concentration" related work requirements; if there is any information that needs to be disclosed, it will be disclosed truthfully and promptly; all information disclosed by the government and companies in accordance with laws and regulations shall prevail. 6. Hong Kong stocks plummet! Goldman Sachs's latest statement: the momentum of the rally is expected to slow down compared to recent years On January 8, the Hong Kong stock index showed a significant weakness, with the Hang Seng Tech Index plummeting over 2% at one point, which also led to a downturn in A-shares in the afternoon. At the same time, the latest report from Goldman Sachs was also circulating in the market. The core viewpoint is that the bull market will continue, but the momentum will weaken. Although the bull market is expected to continue until 2026, the pace of increase may slow down. 7. Recent frequent visitors to the Dragon and Tiger List scanned, these directions are gathering significantly From the data of the Dragon and Tiger List, as of January 7, 168 stocks have been listed on the Dragon and Tiger List in the early trading days of the year. Among them, BEOKA and Hunan Aerospace Huanyu Communication Technology ranked first in the number of appearances on the list. According to the statistics by industry sector (SWS level one), in the above-mentioned stocks, mechanical equipment, pharmaceuticals, electronics, national defense and military industries, computers, and basic chemical stocks accounted for a relatively high proportion. 8. Trump says that the military budget for 2027 should reach $1.5 trillion, should tariffs foot the bill? On Wednesday (January 7), local time, U.S. President Trump demanded a significant increase in the defense budget for fiscal year 2027 by about 50%, reaching $1.5 trillion. Trump stated that this "unprecedented increase in military spending" will be paid for by last year's tariff revenue. He also stated that this increase in defense spending measure will help the U.S. build a "dream army." Trump also posted on social media that the significant increase in revenue from tariffs will provide funding for the proposed defense spending and will help solve the national debt problem, benefiting middle-income American citizens. The translation was done to the best of my ability, but please note that some technical terms and specific industry jargon may have different interpretations.