A-share pre-market report: Trump threatens again! Crude oil straight up, trial production started! Apple's first foldable screen is coming!

Pre-market news 1. Trump issues threats again! Warning of taking action on the evening of the 7th, could destroy Iran in one night, crude oil surges straight up Type: Market Emotional impact: Negative On April 6th local time, US President Trump stated that if Iran does not "surrender" by 8 pm Eastern Time on April 7th, he will strike Iran's civilian infrastructure and a deal must be reached before the deadline on April 7th. As a result, international oil prices soared, with the main contract price of US WTI crude oil futures jumping to $114 per barrel at one point. The three major US stock indices collectively plummeted and turned downward, but then continued to rise and close higher. 2. Foldable screen iPhone is coming, Foxconn has begun trial production! Institutions optimistic about these aspects Type: Industry Emotional impact: Positive It is reported that Foxconn has started trial production of the foldable screen iPhone for Apple. By 2025, Apple's shipment target guidance for suppliers is to launch the first foldable screen phone in the second half of 2026, which will be a large foldable screen iPhone. The starting price for the domestic version of the iPhone Fold is estimated to be between 14,000-15,000 yuan. Huaxi stated that Apple's accelerated entry into the foldable screen market is expected to drive the accelerated mass production of foldable screen phones, and is optimistic about core incremental aspects such as UTG cover plates and hinges. 3. Short-term trading regulations implemented today, what are the benefits after the new regulations? Type: Market Emotional impact: Positive Recently, the China Securities Regulatory Commission issued "Several Regulations on the Supervision of Short-term Trading," which will be implemented starting today. Analysis indicates that for the vast majority of individual investors, daily stock trading and short-term trading are completely unrestricted, allowing for confident operations. This new regulation unifies trading times and specifies holding standards. Even if an individual does not hold a 5% or more shareholder or director position when buying, if their status changes when selling, they cannot use information advantages for arbitrage. 4. Six departments jointly issue a major release! AI + e-commerce welcomes favorable policies to support eligible companies in listing financing Type: Industry Emotional impact: Positive On April 6th, the Ministry of Commerce and six other departments issued the "Guiding Opinions on Better Serving the Real Economy and Promoting the High-Quality Development of E-commerce." It proposes the development of "artificial intelligence + e-commerce" to guide e-commerce companies to strengthen the research and application of technologies such as artificial intelligence models. Shenwan Hongyuan Group pointed out that "AI+" empowers traditional consumption in multiple dimensions, and Wuxi Online Offline Communication Information Technology Co., Ltd. collaborates to create new consumer experiences, which is expected to drive retail enterprise performance to turn upward. Investment calendar The launch of the Long March 8A improved version will take place on April 7th Investment tips Investment Tips: The root cause of not making money from investing in common stocks often lies in inadvertently chasing the hottest industries in the market. [US] Philip Fisher "How to Select Growth Stocks" Institutional views 1. EB SECURITIES: It is likely that the A-share short-term bottom has been explored, and positioning around "benefiting from high oil prices + performance certainty." 2. Huatai: Current risks are still unbalanced, and opportunities for mispriced assets can be found in middle-stream capital goods with strong hedging capabilities. 3. Orient: The market is still in a weak and fluctuating state with severe sector differentiation, and technological growth in the growth sector remains a focus of attention. Positive and negative expectations 1. Global first! China's hydrogen fuel aircraft engine first successful test flight, hydrogen energy welcomes industrialization turning point Type: Market Hot Topic CITIC SEC: During the "14th Five-Year Plan" period, hydrogen energy will move from demonstration to scale and industrialization, and integrated projects like "green electricity-green hydrogen-green fuel" or regional hydrogen corridors may become priority breakthroughs, suggesting attention to investments in green fuel project operators. 2. Nine departments jointly issue a document! 64 measures to improve consumption, creating a batch of new consumption scenarios Type: Policy Focus Guotai Haitong: Consumption promotion policies are shifting from "scale stimulation" to "precision efficiency," with fiscal subsidies focusing on child-rearing, elderly care, culture and tourism, and other service sectors. Focus on service sector recovery, mass consumption, new consumption, and emotional consumption as four main topics. 3. Middle East conflict has affected the textile industry! Synthetic fiber prices have surged Type: Institutional Feature CITIC Securities: Continue to focus on polyester filament segment. Despite the rise in oil prices, filament processing price differentials are expanding against the trend, with short-term production and sales in a downturn due to downstream inventory digestion. Production and sales in April are expected to increase. The entire industry chain has low inventory with high certainty in profit realization. Announcement Express Slightly positive announcements 1. Shenzhen Nanshan Power: Plans to invest in the construction of the Cuiheng New Area 300MW/600MWh independent energy storage power station (Phases II and III) project. 2. Jiangsu Aidea Pharmaceutical Group: Category 1 new drug ACC085 injection in the AIDS field receives drug clinical trial approval notice. 3. Atlantic China Welding Consumables, Inc.: Net profit is expected to increase by 17.56% in 2025, planning to distribute a dividend of 1.2 yuan per 10 shares. Slightly negative announcements 1. Zhejiang Hongchang Electrical Technology: Net profit is expected to decrease by 37.41% in 2025, planning to distribute a dividend of 0.28 yuan per 10 shares. 2. Indium Target Advanced Materials (Harbin) Co., Ltd.: Target material business is currently in the repair and production recovery stage of the acquired production line, with no related operating income and profit generated. 3. Fujian Cosunter Pharmaceutical: Hepatitis B innovative drug is still in the research stage, with uncertainties regarding its approval for listing. Overseas markets Self-picked Brother's Tips: Markets continue to focus on developments in the Middle East situation. On Monday, the three major US stock indices collectively closed higher, with the S&P and Nasdaq rising for the fourth consecutive day. Chip stocks strengthened, with the Philadelphia Semiconductor Index rising by 1.06%. The performance of popular Chinese stocks varied, with Ba-Wang-Tea-Ji rising by 3.27%. This article is reprinted from "Tencent Self-Selected Stocks," GMTEight editor: Feng Qiuyi.