A-share evening hotspots | Eight departments issue heavy weight! Concerning AI, computing power, and industrial Internet.

1. Eight departments jointly issue documents! Related to AI, computing power, and industrial Internet On the afternoon of June 30th, the Ministry of Industry and Information Technology and eight other departments issued a notice on "Implementation Opinions on Promoting High-Quality Development of the Industrial Internet," which stated that by 2030, the core industrial value-added of the industrial Internet will exceed 2.5 trillion yuan. Currently, China's industrial Internet has entered a stage of high-quality development and large-scale application. By 2025, the core industrial value-added of China's industrial Internet will reach 1.67 trillion yuan, and applications will cover all 41 major sectors of industry. A total of 1,260 5G factories have been built nationwide, with 100 benchmark factories seeing an average production capacity increase of 25% and operating costs reduced by 19%. 2. Coordination between central and local authorities to combat financial fraud! Sending an important signal On June 30th, the Chairman of the China Securities Regulatory Commission, Wu Qing, presided over a meeting to promote cooperation between central and local authorities. In this special action, two groups of terms are particularly noteworthy. One group is "early detection, strong prevention, and optimal mechanisms," which are the three core goals anchored by the CSRC for the special action. The other group is "not daring to commit fraud, cannot commit fraud, and do not want to commit fraud," which is a vision for governing financial fraud articulated by the CSRC for the first time using a "three no's" framework. This also marks a shift in the governance of financial fraud in the capital market from "regulatory-driven" to "ecological self-awareness." 3. Multiple stocks expected to have good interim report performances, how to grasp the mid-year market trends? Shandong Yisheng Livestock & Poultry Breeding announced after trading on June 30th that it expects a net profit attributable to shareholders of the listed company of 270 million to 300 million yuan in the first half of 2026, a year-on-year increase of 4287% to 4774%; non-net profit is expected to be 268 million to 298 million yuan, a year-on-year increase of 7859% to 8750%. Zhejiang Yongtai Technology Co. also announced that it expects a net profit attributable to shareholders of the listed company of 265 million to 330 million yuan in the first half of 2026, a year-on-year increase of 350.68% to 461.22%. Investors should focus on targets with significantly better-than-expected performance and avoid virtual growth due to low base numbers last year or asset selling. It is important to focus on steadily increasing non-net profits and sustainable growth targets. Two types of companies can be considered: turnaround targets facing difficulties, with low previous gains, reasonable valuations, and clear improvements in fundamentals; and industry leaders with ample performance certainty in high-growth sectors. 4. In June, a total of 163 domestically produced online games were approved, with products from companies such as Shenzhen Bingchuan Network included On June 30th, the National Press and Publication Administration released the approval information for domestically produced online games in June 2026, with a total of 163 games approved. These include games from Shenzhen Bingchuan Network, Kingnet Network, and Si Sanjiu, among others; 8 import games were also approved, and 6 games had changes in their approval status. 5. SK Hynix initiates IPO in the United States On June 30th, SK Hynix submitted an F-1 registration statement to the U.S. Securities and Exchange Commission (SEC), officially initiating the initial public offering (IPO) process in the United States. They plan to issue American Depositary Shares (ADS) and apply for listing on the Nasdaq Global Select Market under the ticker symbol "SKHY." The core terms such as the offering size, price, and the proportion of shares corresponding to each ADS are yet to be disclosed and will be determined based on the Korean market stock price and market conditions. After this offering, SK Hynix will maintain its listing on the Korean stock exchange while also being listed in the U.S. 6. Ministry of Industry and Information Technology: Intensifying research on lithium manganese-based positive electrodes, silicon-based negative electrodes, solid-state electrolyte materials, etc. On June 30th, the China Automotive Power Battery Industry Innovation Alliance held its annual forum for 2026. Ma Chunsheng, Director of the Automotive Development Division of the Equipment Industry Department of the Ministry of Industry and Information Technology, stated at the forum that the next step will involve intensifying research on key technologies and supporting joint innovation efforts between upstream and downstream companies. The focus will be on breakthroughs in key technologies such as all-solid-state batteries and high-energy-density lithium-ion batteries, intensifying research on lithium manganese-based positive electrodes, silicon-based negative electrodes, solid-state electrolyte materials, and strengthening technological capabilities. 7. Nvidia's Siasun Robot & Automation team openly recruits On June 29th, American company Nvidia announced that its Siasun Robot & Automation team is recruiting around the core areas of embodied intelligence, simulation, deployment, and solution architecture. Positions are available in Beijing, Shanghai, and Shenzhen. According to Nvidia, the embodied intelligence team will focus on key technologies and applications such as dexterous operations, wearable sensor-based human modeling, whole-body mobile operations, and whole-body control, aiming to build the next generation of universal Siasun Robot & Automation systems. 8. End-of-quarter portfolio adjustments triggering market changes? Industry insiders: More likely a style rebalancing As the end of the second quarter approaches, discussions about mutual fund end-of-quarter portfolio adjustments triggering market changes are increasing. A quantitative strategist in Shanghai noted that there has indeed been a style rebalancing in the market recently, with the technology growth sector seeing some replenishment on June 30th. This adjustment may be due to some general market stock-picking funds not wanting to show an excessively extreme holding style in their quarterly reports, so they took preemptive measures for style rebalancing. However, excessive balancing could lead to insufficient positions in technology growth, which may then require subsequent replenishment.