Evening hot spots in A-shares | Two ministries issued documents! Policy boosts, new energy industry welcomes major positive news

1. Central Office, State Office: Formulate the "Fifteen Five" Carbon Peak Action Plan, Achieve the Peak of Total Coal Consumption and Total Oil Consumption Importance: The General Office of the Central Committee of the Communist Party of China and the General Office of the State Council issued the "Method for the Comprehensive Evaluation and Assessment of Carbon Peak and Carbon Neutrality" and issued a notice requiring all regions and departments to conscientiously implement it. The notice pointed out that during the "Fifteen Five" period, the National Development and Reform Commission, together with relevant departments, should formulate the "Fifteen Five" Carbon Peak Action Plan around the timely realization of the 2030 carbon peak target, ensuring the achievement of goals such as reducing carbon emissions intensity by more than 65% by 2030 compared to 2005, having non-fossil energy consumption accounting for 25% by 2030, and achieving the peak of total coal consumption and total oil consumption. It also aims to reasonably control the scale of coal-fired power generation and strive for the gradual coverage of clean energy power generation for the entire society's new electricity consumption. 2. Global Chip "Barometer" Explodes! Chip Giants Soar in a Straight Line, Sending What Signal? Importance: Chip giants suddenly release a major positive signal. Stimulated by better-than-expected performance, the share price of US chip giant Texas Instruments soared on Thursday on the US stock market, skyrocketing by more than 12% at one point. Its latest financial report shows that revenue in the first quarter of 2026 exceeded expectations, and thanks to the surge in data center and industrial equipment spending, the company's performance guidance for the second quarter also exceeded expectations. As the world's largest analog chip manufacturer, Texas Instruments' performance expectations are seen by Wall Street as the "barometer" of global semiconductor demand. Market analysts point out that the situation of the market expecting a strong revival of analog chip demand led by the "AI data center construction boom" is unfolding. 3. Iran Source: Iran-US Negotiation Prep Work "Tonight or Tomorrow" May Breakthrough Importance: The latest news on Iran-US negotiations, according to Xinhua News Agency citing Russian news reports, an Iranian diplomatic source said that the preparatory work for negotiations between Iran and the United States in Pakistan may make a breakthrough "tonight or tomorrow." In addition, the US Department of Defense stated on social media on the 23rd that the US military conducted a maritime interception and boarding inspection of an oil tanker transporting oil from Iran. Iran has not yet responded to this. 4. Involving Evergrande False Financial Reports! PwC to Compensate HK$1 Billion, Latest Response Arrives Importance: Minority shareholders of EVERGRANDE will receive compensation. On April 23, the Securities and Futures Commission of Hong Kong issued a statement that an agreement was reached with PricewaterhouseCoopers Hong Kong, agreeing to set aside HK$1 billion to compensate eligible independent minority shareholders of EVERGRANDE Group. It is worth mentioning that PwC responded on its official website for the first time, stating that the action taken by the Hong Kong regulatory authority is directed at the same event as the penalty decisions made by the Ministry of Finance and the China Securities Regulatory Commission in the mainland in 2024. The business restrictions imposed by the Hong Kong Financial Bureau will not affect the firm's existing clients. 5. EU Revises Network Security Law, Ministry of Commerce: China Will Take Measures if Chinese Companies Face Discrimination Importance: The Ministry of Commerce spokesperson He Yongqian stated at a routine press conference held on the 23rd that the Ministry of Commerce officially submitted its comments on the draft revision of the EU's "Network Security Law" to the European Commission on April 17, expressing China's official position and serious concerns. It is hoped that the European side will attach great importance to and seriously consider the comments and modification suggestions submitted by China. If Chinese companies face discriminatory treatment as a result, China can take measures in accordance with the Foreign Trade Law of the People's Republic of China and the Regulations of the State Council on Industrial Chain Supply Chain Security to protect the legitimate rights and interests of Chinese companies. At the same time, China believes that cooperation and dialogue are the correct way to solve issues between China and the EU, and is willing to negotiate with the EU to properly address differences and jointly maintain the stability and smooth operation of the global industrial supply chain. 6. State Administration for Market Regulation: Supervise E-commerce Platforms to Fulfill Responsibility, Plug Regulatory Loopholes for "Ghost Shops" Importance: The State Administration for Market Regulation will organize a special law enforcement action on intellectual property rights in emerging fields, focusing on precise crackdowns on trademark infringement, patent counterfeiting, and abuse of geographical indications in the processes of online sales, live-streaming marketing, and social e-commerce. This year, a review of the implementation of commitments to self-regulation by platforms will be conducted to promote the effectiveness of these commitments and encourage industry self-management and restraint. Addressing the issue of "Ghost Shops," which evade regulatory oversight by providing false business address information and making it difficult for law enforcement to locate individuals, goods, or accounts, the State Administration for Market Regulation will supervise e-commerce platforms to genuinely fulfill their main responsibilities and plug regulatory loopholes at the source. 7. Seven-Year Low-Interest "Car Loans" Tightened, Several Auto Companies to Cut Off by the End of April Importance: On April 23, the low-interest "car loan" business for seven years was tightened, and many auto companies' financial policies were temporarily extended until the end of April. At the beginning of 2026, the auto market saw a surge in promotions for ultra-long-term low-interest car loans. Recently, this extremely long-term loan business is being tightened, and many auto companies have clearly stated that relevant policies will continue until April 30, 2026, with no definitive word on whether they will be extended thereafter. Additionally, industries such as solar energy are worth paying attention to. This article is a reprint from "Tencent Self-selected Stocks", edited by Li Fo.