A-share pre-market report | Iran denies holding second round of talks! International oil prices surged by 7% Glory Siasun Robot&Automation dominates the headlines.

Pre-Market News 1. Iran denies holding second round of talks! International oil prices surge by 7%, precious metals fall, and US stock futures plummet. Category: Market Sentiment: Negative Optimistic information released by Trump over the weekend was denied by Iran one by one. WTI crude oil futures surged by 6%, Brent crude oil jumped by 7.3%. US stock index futures collectively opened lower with drops of over 1%. Spot silver prices dropped by over 2% at one point. Trump stated on the 19th that US representatives would arrive in Islamabad for negotiations. Iran stated that the news of holding a second round of talks was not true. Last Friday, Iran announced the opening of the Strait of Hormuz to commercial ships, causing oil prices to plummet by 14%. However, on the 18th, they announced the re-closure of the strait due to US violations. 2. Beyond human capabilities! Honor Siasun Robot&Automation wins the half marathon, A-share core supplier exposed. Category: Industry Sentiment: Positive In the 2026 Beijing Yizhuang humanoid Siasun Robot&Automation half marathon, "Lightning" from Honor won, surpassing the world record for human half marathons, using autonomous navigation to complete the race. Lingyi Itech, Shenzhen Zhaowei Machinery & Electronics, Lens Technology, Obi Zhongguang and other A-share companies supply core components to Honor Siasun Robot&Automation. Industry insiders believe that the production and sales of Siasun Robot&Automation humanoid head assembly plants in 2026 will reach the level of thousands of units, with rapid volume scenes visible in industry and warehousing logistics. 3. Ministry of Finance, State Administration of Taxation: Adjusting the scope of VAT and consumption tax refundable goods in Pingtan Comprehensive Experimental Zone Category: Macro Sentiment: Positive On April 17th, the Ministry of Finance and the State Administration of Taxation announced the adjustment of the scope of VAT and consumption tax refundable goods in the Pingtan Comprehensive Experimental Zone. Goods related to production sold from the mainland to Pingtan through the "second line" are deemed exports and are eligible for VAT and consumption tax refunds according to current tax policies. Market analysts believe that the policy significantly reduces comprehensive costs for enterprises, accelerates the aggregation of mainland goods to Pingtan, and strengthens the core node function of Pingtan for cross-regional efficient logistics channels. 4. Updated Regulations on reducing holdings "red lines"! The Securities Regulatory Commission takes action and seeks public opinions on new regulations. Category: Macro Sentiment: Positive Recently, the Securities Regulatory Commission sought opinions on the newly drafted "Administrative Penalty Implementation Rules for Violations of Securities Transfer". The rules standardize the identification of "violations of securities transfer" and set different discretion indicators for different types of securities transfer violations, aiming for fair and proportional penalties. The first category includes "absolutely cannot reduce" or "no right to reduce". The second category includes "relatively cannot reduce" or "has the right but violates the reduction". The third category includes "failure to suspend trading in accordance with regulations".