February 5th Pre-market Morning Report: Focus on Hot Topics and Market Trends for the Day

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No.1 Pre-market Hotspot Events

1. Yesterday’s Hot Topics
   Mergers & Acquisitions Announcements: Kailong High-Tech, Han Jian Heshan, Minbao Optoelectronics
   Space Photovoltaics: Shuangliang Energy Saving, YAMATON
   Coal: Shaanxi Black Cat, Yankuang Energy
   Hydrogen Energy: Jingcheng Shares, Shenghui Technology
   Real Estate: Jingtou Development, Caixin Development
   Commercial Aerospace: Julier Rigging
   Electric Power & Grids: Hangdian Shares, Shunnao Shares

2. Mainland China to Resume Travel for Shanghai Residents to Kinmen and Matsu Soon
   According to the Ministry of Culture and Tourism, to further promote the normalization of cross-strait personnel exchanges and regularized cooperation across various fields, the mainland will soon resume travel for Shanghai residents to Kinmen and Matsu.
   Fujian: Pingtan Development, Straits Innovation, Xiamen Port, Xiamen Airport

3. Promoting Healthy and Orderly Development of New Performance Venues
   The Ministry of Culture and Tourism and the National Fire Rescue Agency recently issued the “Notice on Promoting Healthy and Orderly Development of New Performance Venues.” In recent years, various new performance spaces like “Performance New Spaces” and LiveHouses (live music venues) have flourished, with immersive performances gaining wide popularity. The “Notice” clearly states requirements from three aspects: optimizing approval and registration services, creating a good business environment, strengthening market cultivation and promoting innovative integration, as well as implementing safety responsibilities and consciously maintaining order in the performance market.
   Performing Arts: Songcheng Performing Arts, Fengshang Culture, Sanxiang Impression, Qujiang Cultural Tourism

4. The First Satellite Testing and Launch Technology Factory in Commercial Aerospace Born; Single-Arrow Launch Efficiency Up 100%
   Tianbing Technology announced on its official WeChat on February 4 that its Jiuquan Satellite Testing and Launch Technology Factory recently passed pre-acceptance review. This is the first satellite testing and launch technology factory in domestic commercial aerospace. The establishment of the Jiuquan Satellite Factory marks that Tianbing Technology has completed the full chain from self-developed rockets, large-scale manufacturing, to testing and launching, moving towards engineering applications, with future potential to double single-rocket launch efficiency.
   Haixiang Pharmaceutical: Participating Fund holds Tianbing Technology equity (IPO counseling initiated)
   Zhongheng Design: Awarded the contract for Tianbing Technology’s carrier rocket and engine intelligent manufacturing base
   Chaojie Co., Ltd.: Provides supporting liquid rocket body structural parts for Tianbing Technology’s Longteng series
   Feiwo Technology: Supplier of fasteners for Tianbing Technology

5. Industry News

6. Mooresoft: Announced the launch of AI Coding Plan, an intelligent programming service based on domestically developed full-function GPU computing platform, the first of its kind.

7. Rumor: Long March 10A first-stage test flight scheduled for the morning of February 11. (Aerospace Engineering, Julier Rigging)

8. Guangdong: Expanding public transportation operations for autonomous driving, increasing testing and demonstration of intelligent connected vehicles on roads. (Zhejiang Shibao, Wanjie Technology)

9. Bromine prices increased by 23% in the past month. (Shandong Haihua, Lubao Chemical)

10. Wacker Chemie announced that from February 1, it will raise prices by 25% or more on its silicone products. (Dongyue Silicone, Hesong Silicon)

11. Guoxing Aerospace’s Taizhou Computing Power Satellite Innovation Base officially launched, enhancing overall satellite computing capabilities.

12. On February 4, China and Russia held a video conference, and there was a call between China and the US.

13. China Photovoltaic Industry Association: Space photovoltaic technology remains in the exploratory and verification stage. GCL Group, Jinko Solar, TCL Zhonghuan, Jing Sheng Electromechanical have previously contacted media about cooperation with Musk’s team, but after market close, disclosures indicated no cooperation has been initiated.

14. Iran’s Foreign Minister confirmed: Iran-US negotiations will be held in Oman on the 6th.

15. Huang Renxun refutes the idea that AI will replace software, stating it is illogical. He believes AI will continue to rely on existing software rather than rebuilding foundational tools from scratch. (Software)

16. Nasdaq plans to introduce a fast inclusion rule to handle large IPOs like SpaceX, allowing new listings to join the Nasdaq 100 index after just 15 trading days, much shorter than the current minimum three-month waiting period. (SpaceX IPO)

No.2 Selected Announcements

1. Daily Announcements
   Yinbang Shares: Received about 280 million yuan sales order from Holtec
   Hui Bo Pu: Signed a 1.596 billion yuan contract for the Naft Khana oilfield restart project
   CSSC Defense: Signed a contract to build 16 feeder container ships, valued between $736 million and $896 million
   Chinese Online: Plans to cooperate with Tencent Computing on animation micro-short film licensing
   Liya De: Plans to invest 100 million yuan in a fund, which will target non-listed companies in the commercial aerospace field
   Shengxin Lithium: Fully owned subsidiary Shentun Lithium plans to acquire a 13.93% stake in Huiyong Mining for 1.26 billion yuan
   Beixin Road & Bridge: Consortium awarded an 1.145 billion yuan project
   Guangdong Construction: Consortium awarded a 1.524 billion yuan project for a 2GWh annual capacity 3D solid-state lithium battery smart manufacturing base
   Guangsheng Tang: Hepatitis B innovative drug Nairke Wei GST-HG141 completed Phase III clinical trial enrollment
   Guangyang Shares: Signed strategic cooperation agreements with Shenzhen Xuan Chuang and Huangshan Guangyang to jointly develop, produce, and sell high-end special equipment products
   Changan Automobile: Plans to buy back shares worth 1 to 2 billion yuan

2. Trading Suspensions and Resumptions
   Ruixin Technology: Suspended trading, planning to issue shares and pay cash for Wuhu Deheng’s control rights

3. Minefield
   Kangte: Shareholders plan to reduce holdings by 3.38%
   Fuchuang Precision: Shareholders plan to reduce holdings by 3.01%
   Qingda Environmental Protection: Shareholders plan to reduce holdings by 3.00%
   Kaipu Biotech: Shareholders plan to reduce holdings by 3.00%
   Jiangshan Oupai: Shareholders plan to reduce holdings by 3.00%
   Fuguang Shares: Shareholders plan to reduce holdings by 3.00%
   Furri Shares: Shareholders plan to reduce holdings by 2.00%
   Jinpu Garden: Shareholders plan to reduce holdings by 2.00%
   Kaitian Gas: Shareholders plan to reduce holdings by 1.97%
   Debi Group: Shareholders plan to reduce holdings by 1.92%
   Guaibao Pets: Shareholders plan to reduce holdings by 1.90%
   Nankuang Group: Shareholders plan to reduce holdings by 1.00%
   Guangda Jiabao: Shareholders plan to reduce holdings by 1.00%
   Puli Te: Shareholders plan to reduce holdings by 0.57%

4. Disclosed Changes
   Guosheng Technology: Currently not involved in space photovoltaic business
   Tiantong Shares: Do not produce commercial satellites or optical modules
   Shuangliang Energy Saving: Has not yet engaged in space photovoltaic-related business
   Jinjing Technology: Market for TCO glass remains small
   Jinko Solar: Has not cooperated with Musk’s team in any capacity
   Gaocao Shares: No space photovoltaic business or cooperation with Musk’s team yet
   Jingsheng Electromechanical: Space photovoltaic application scenarios are still exploratory; industrialization faces uncertainties

5. Dynamic Updates

No.3 Global Markets

1. Global Markets
   U.S. stock three major indices closed mixed; popular tech stocks generally declined, AMD fell over 17%, semiconductor equipment and materials, storage concept stocks, and crypto miners led declines, with SanDisk dropping nearly 16%. Weight-loss drug stocks and residential real estate gained.
   Popular Chinese concept stocks mostly declined.

2. Popular U.S. and Chinese Concept Stocks

3. Commodities (Night Trading Varieties)