Pre-market report on A shares | Eight departments issue documents to promote high-quality development of industrial Internet Cambricon (688256.SH) warns of risks.

Pre-Market News 1. Eight departments issued documents to promote the high-quality development of the industrial Internet, with a blueprint for 50,000 5G private networks about to be released Type: Industry Sentiment Impact: Positive On June 30th, the Ministry of Industry and Information Technology and eight other departments issued a notice on "Implementation Opinions on Promoting the High-Quality Development of the Industrial Internet," which proposed to build 50,000 industrial 5G private networks by 2030, with the core industrial Internet industry value exceeding 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 Internet industry value in China is expected to reach 1.67 trillion yuan, with 1260 5G factories already built nationwide. 2. AI enthusiasm drives U.S. stocks higher, semiconductor index up nearly 4%, SanDisk up more than 10% Type: Market Sentiment Impact: Positive AI enthusiasm drove U.S. stocks higher, with the Dow hitting record highs. The semiconductor index rose nearly 4%, AMD rose over 7%, SpaceX rose over 4%, and NVIDIA, Apple, and Tesla rose over 2%. SanDisk continued to surge, rising over 10%. Bernstein raised SanDisk's target price from $1700 to $3000, believing that the new generation of Long-Term Supply Agreements (LTA) is reshaping the business model of the storage industry. 3. Joint efforts from central and local authorities to combat financial fraud! Wu Qing: Resolutely eradicate the soil and conditions for financial fraud Type: Macro Sentiment Impact: Positive On June 30th, the Chairman of the China Securities Regulatory Commission, Wu Qing, chaired a meeting to promote cooperative work between central and local authorities. In this special operation, the emphasis was on early detection, strong prevention, and optimal mechanisms. Wu Qing stated that central and local authorities will work together to prevent risks, strengthen supervision, and promote high-quality development. 4. 67 companies warn of risks, respond to hot topics such as glass substrates, Cambricon issues late-night risk warning Type: Company Sentiment Impact: Negative On the evening of June 30th, 67 A-share companies issued announcements on abnormal stock trading or stock trading risk warnings, including Cambricon, Beijing E-Town Semiconductor Technology, Suzhou Delphi Laser, Crystal Growth & Energy Equipment Inc., etc. They responded to various hot topics, including MLCC, helium, AI computing power, glass substrates, and advised investors to objectively and rationally evaluate related hot topics and pay attention to investment risks. After its stock price reached new highs and its market value exceeded one trillion yuan, Cambricon proactively warned of a decline in risk. Investment Calendar Davos Technology Summit Investment Tips Being in the market, you have to be prepared to endure pain. - George Soros Institutional Views 1. Huabao Securities: The logic of the AI industry has not faded, and technology layout can continue, but attention should be paid to internal differentiation rhythms. 2. Orient: The strong consensus on AI industry trends in the market will focus on performance forecasts, and the Shanghai Composite Index is expected to challenge 4130 points. 3. Founder: Technology bulls are still in progress, and technology growth will still be the main theme in the second half of the year, but market volatility will increase. Positive and Negative Prospects 1. Siasun Robot & Automation catalysts intensify! NVIDIA Siasun Robot & Automation team is recruiting openly, UBTECH ROBOTICS's highly biomimetic Siasun Robot & Automation is popular Type: Market Hot Topic Open Source Securities: By 2025, the humanoid Siasun Robot & Automation industry will achieve a leap from "0-1" to "1-10". Looking ahead to 2026, the industry will break through the "1-10" key turning point and move towards the "10-100" scale, with the core switching to mass production and commercial acceleration. 2. Shenzhen's "Pengcheng Cloud Brain III" leads global storage performance, China's high-end intelligent computing technology leads comprehensively Type: Market Hot Topic Huayuan Securities: The iterative development of AI large models, the large-scale construction of intelligent computing centers, and the comprehensive penetration of edge intelligence scenarios continue to drive up the demand in the domestic AI computing market. The rapid development of domestic AI large models will bring about market space growth and penetration rate growth in domestic computing power. 3. 163 domestic online games approved in June, Shenzhen Bingchuan Network and other products listed Type: Institutional Review Donghai Securities: The policy attitude towards the gaming industry is obviously encouraging, with sufficient supply of game licenses. With the continuous advancement of AI application layouts, the gaming industry performance in 2026 is promising. Announcements Positive Announcements 1. Shandong Yisheng Livestock & Poultry Breeding: Expected net profit for the first half of the year to be 270 million to 300 million yuan, a year-on-year increase of 4287% to 4774% 2. Zhejiang Yongtai Technology Co.: Expected net profit for the first half of the year to be 265 million to 330 million yuan, a year-on-year increase of 350.68% to 461.22% 3. CRRC Corporation: Recently signed major contracts totaling about 51.64 billion yuan Negative Announcements 1. Shengkexun Communications: National giant funds reduced their holdings of 2.46 million shares of the company's stock between June 17th and June 30th 2. Jiangsu Huahong Technology: Controlling shareholders and some executive directors plan to collectively reduce their holdings by not more than 2.41% 3. Beijing Bei Mo Gao Ke Friction Material Co., Ltd.: Shareholder Chen Jianfeng plans to reduce holdings of the company's stock by not more than 3% Overseas Markets U.S. stocks collectively closed higher on Tuesday, with the Nasdaq up 1.52% and the Dow up 0.26%. The Philadelphia Semiconductor Index rose 3.92%, with gains of 87.75% and 101.14% in the second quarter and first half of the year, respectively. Most popular Chinese concept stocks rose, with HeSai up over 15% and Xiaopeng Group up over 3%. This article is reproduced from "Tencent Stock Selection," GMTEight Editor: Xu Wenqiang.