A-share pre-market report | Trump extends ceasefire deadline Contemporary Amperex Technology big news! Sodium battery mass production scheduled for this year.

Pre-Market News 1. Trump announces extension of ceasefire deadline, US stock futures collectively rise, uncertainty remains in negotiations Type: Market Emotional impact: Positive After the US stock market, President Trump announced an extension of the ceasefire deadline with Iran, easing market concerns. The futures of the three major US stock indices collectively rose. Previously, Trump stated that he did not want to extend the ceasefire agreement with Iran and would resume bombing Iran after the ceasefire expired. Iran refused to attend the second round of negotiations with the US. The three major US stock indices fell in the closing session. The White House stated that the US negotiation team will not go to Pakistan on Tuesday, and there is still uncertainty in the arrangement of negotiations. 2. Big news from Contemporary Amperex Technology! Mass production of sodium-ion batteries within the year, these stocks are being "crazily grabbed" by funds Type: Company Emotional impact: Positive At the 2026 "Super Technology Day" conference, Contemporary Amperex Technology's Chief Scientist Wu Kai stated that sodium-ion batteries have broad applications in high-temperature, extreme cold, and energy storage fields. The core issues in manufacturing have been resolved, and mass production will begin within the year. This month, a total of 16 sodium battery concept stocks received over a billion yuan in net inflows, with Guangzhou Tinci Materials Technology receiving an additional 564 million yuan in leveraged funds, and Bozhon Precision Industry Technology and Zhejiang Medicine receiving 301 million yuan and 251 million yuan respectively. 3. A market worth 100 trillion yuan! Involving AI, computing power, 6G, etc., the State Council makes a major deployment Type: Macro Emotional impact: Positive On April 21, the State Council issued the "Opinions on Promoting the Expansion and Upgrading of the Service Industry." The opinions state that by 2030, the total scale of the service industry will exceed 100 trillion yuan. The opinions also emphasize the thorough implementation of the "AI+" action, the acceleration of research and development and use of intelligent programming tools, orderly advancement of computing power deployment and edge computing construction, promotion of 5G-A network development, strengthening of research and development of sixth-generation mobile communication (6G) technology, and the development of satellite internet application services. 4. Two major breeding giants both report losses! Muyuan Foods, Wens Foodstuff Group release first quarter results Type: Company Emotional impact: Negative On the evening of April 21, two major breeding giants, Muyuan Foods and Wens Foodstuff Group, released their first quarter reports. Due to the continuous decline in pork prices, both giants saw a shift from profit to loss, with Muyuan Foods reporting first-quarter revenue of 29.894 billion yuan, a year-on-year decrease of 17.10%, and a net loss of 1.215 billion yuan. Wens Foodstuff Group reported a net loss of 1.07 billion yuan in the first quarter. Institutions are not pessimistic about the pig breeding sector in the short term, as it continues to be constrained by supply, but there may be opportunities for a rebound in the future. Investment Calendar Google's major conference opens Investment Tips If a person holds the belief that they must win, no relationship can last. This applies to both business and marriage. BrazilKolia's "3G Capital Empire" Institutional Views 1. GF SEC: As the first quarter reports are being disclosed intensively, we recommend investing in energy storage lithium batteries, which are expected to have an independent high prosperity this year. 2. Orient: The Middle East situation continues to ease, and the focus is on the manufacturing industry related to energy security, which has more certainty in the medium term. 3. Founder: The "minefield" of financial reports has already appeared, and we should focus on technology sectors represented by commercial aerospace and high-dividend sectors. Positive and Negative Outlook 1. Up to 5G, the country's first Pre6G trial network is launched in Nanjing, Jiangsu Type: Institutional Hot Comments Huaxin Securities: The 6G industry is accelerating, with clear commercial nodes, and the industry is entering a fast lane of development. The industrial chain covers multiple segments including chips, network construction, terminals, etc., with leading companies holding core technology and patent advantages to share development dividends. 2. WeChat announces that WeChat Pay is available in 5 countries, with rapid development in cross-border payments Type: Market Hot Topic Guotai Haitong: The financial IT field is driven by the DIGIHUMAN RMB upgrade, ushering in a need for system iteration, and third-party payment areas are receiving multiple policy support in cross-border business, with progress in digital financial service platforms and cooperation in cross-border payments with digital currencies in various countries and regions. 3. Ministry of Industry and Information Technology: Supports proactive research on space computing power technology and orderly promotes the development of the space computing power industry Type: Policy Focus Huaxi: The characteristics of space computing power being low cost, wide resource coverage, and large space provide a stable and long-term profit model for commercial aerospace. We are currently transitioning from "sensing the ground and computing" to "computing in the sky" and will establish a globally covered space computing network in the future. Announcements Tilted Positive Announcements 1. Guangdong Mingzhu Group: Net profit in 2025 was 184 million yuan, a year-on-year increase of 3243.47% 2. Jiangsu Chinagreen Biological Technology Group: Net profit in the first quarter increased by 7014% year-on-year, with a significant increase in the sales price of needle mushrooms. 3. Far East Smarter Energy: Net profit in the first quarter increased by 110% year-on-year, with increased revenue in the smart battery storage/computing power AI sector. Tilted Negative Announcements 1. Changchun High-Tech Industry: Net profit in 2025 was 155 million yuan, a year-on-year decrease of 94% 2. Fujian Nanping Sun Cable: Shareholders Xiuyu Group and concerted actors are planning to reduce their holdings by up to 3% 3. Shanghai Guao Electronic Technology: The company has been accepted by the court as a defendant in a litigation case involving approximately 280 million yuan Overseas Markets Concerns arise in the market again due to the Middle East war, with the three major indices collectively falling at the closing session. On the market, most large technology stocks declined, with Apple falling 2.5%, Nvidia falling 1.08%, and Google falling 1.52%; popular Chinese concept stocks performed poorly, with iQiyi and Bilibili both falling more than 6%. This article is reprinted from "Tencent Select Stocks", GMTEight Editor: Xu Wenqiang.