April 2nd Pre-market Morning Report: Hot Topics

This recap and news roundup are only my personal stock market summary and organization. Not stock recommendations—please do not follow the crowd. [TaoGuba]
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No.1 Pre-market Hot-Spot Events

I. Yesterday’s Hot Spots
Innovative drugs: Tianjin Pharmaceutical
Computing power: Oryide
Optical communications: Mocom Optics
Electronic fabric: Shandong Fiber Glass

II. The USA/Canada/Mexico World Cup schedule is released
The USA/Canada/Mexico World Cup schedule is released. The opening match will be held at 3:00 on June 12.
Sports: Jinling Sports, Shu’wa Sports, Chuangchuang Turf

III. U.S. listed storage sector rises across the board
The U.S. storage sector rises across the board. Western Digital is up 10.07%, SanDisk up 9.03%, Micron Technology up 8.88%, and Seagate Technology up 8.00%. In related news, after previously announcing the shutdown of thin, small-size packaging-related products, on March 31 storage-chip maker Kioxia released its latest shutdown notice.
Storage chips: Demingli, Purun Shares, BoweI Storage, Shannong Xinchuang

IV. Musk: FSD version 14.3 is expected to be released to the public this weekend
Musk posted a message on a social platform stating that the FSD 14.3 version is now being tested among Tesla employees, and it is expected to be widely released to the public this weekend.
Tesla autonomous driving: Yitong Century, Canghai Navigation

V. SpaceX has secretly filed IPO documents
Musk’s space exploration technology company (SpaceX) has secretly filed for an initial public offering (IPO). This filing could enable it to list in June.
SpaceX: ZaiSheng Technology, Western Materials

VI. Industry News

1. Trump will deliver a nationwide address at 9:00 a.m. on April 2, providing an important update on the Iran issue. (If you can’t watch the live broadcast, you can watch the oil price trend.)
2. Four departments issued a notice on “Matters Related to the Work of Drafting the List of Industrial Mother Machine Enterprises Enjoying the R&D Expense Additional Deduction Policy for 2025.” (East China Numerical Control)
3. Trump is seriously considering having the United States withdraw from NATO. (Great Wall Military Industry, Northern Long Dragon)
4. The smelter of Emirates Global Aluminium, the largest aluminum producer in the Middle East, is shut down. (Minfa Aluminum, Changlu Shares)
5. From March 30 to April 1, a research visit in Sichuan focused on advancing the construction of a new-type power grid and accelerating the optimization and adjustment of the energy structure. (Leshan Electric Power, Chuantou Energy)
6. On April 2, Volcano Engine under ByteDance, Seedance 2.0, launches an opening application for ordinary API customers. (Zhangyue Technology, Rongxin Culture)
7. On April 2, Artemis 2 successfully launched, and humanity returns to the Moon for the first time in 54 years. (Commercial Aerospace)

No.2 Selected Announcements

I. Daily Announcements
True Love Home: Qiant ji Yuanqi takeover offer to acquire the company’s shares; the offer price is 27.74 yuan per share
Jerry Shares: Signed a sales contract for natural gas turbine generator sets of about RMB 2.08 billion to be used in the data center power supply sector
Huaqin Technology: Signed a sales contract worth RMB 103 million for special functional materials used in aircraft engines
Yunxing Technology: Expects no more than RMB 7 billion to be used for the procurement of server equipment and components
Xusheng Group: Completion of changes in the controlling shareholder and the actual controller
YunSai ZhiLian: Plans to acquire 12% equity interest in the intelligent automotive platform
Hudian Shares: Plans to build a printed circuit board production project and supporting facilities with a total investment of about RMB 6.8 billion
Rongchang Biotech: Dual-antibody ADC drug RC288 approved for clinical trials
Congeung Chem: Production of a commercialized formulation production workshop has started and secured orders from an international pharma company. The gross margin of small-molecule CDMO is expected to improve
Edenn Beverage: Plans to repurchase shares of RMB 1 billion to RMB 2 billion; at least 90% will be used for share cancellation to reduce registered capital

II. Q1 report performance
BoHui Shares: Q1 net profit of RMB 40 million to RMB 50 million, up 183.99%–204.99% year over year
Yangjie Technology: Q1 net profit of RMB 328 million to RMB 382 million, up 20.00%–40.00% year over year
Dalian Heavy Industry: Q1 net profit of RMB 202 million to RMB 228 million, up 12.57%–27.06% year over year

III. Trading suspension and resumption
Fuyun Transportation: Resumption; the actual controller will be changed to the Dongyang State-owned Assets Supervision and Administration Office
Dechang Shares: Resumption; the plan to arrange major matters is terminated
Gansu Energy & Chemical: Trading suspended; planning the acquisition of 100% equity interest in Jinchang Chemical
Zhuhai Zhongfu: Trading suspended; currently planning a targeted issuance, which may lead to a change in control

IV. Landmine Zone
Shenglan Shares: Shareholders plan to reduce their holdings by 3.19%
Ao Lai De: Shareholders plan to reduce their holdings by 3.00%
Chengtou Holdings: Shareholders plan to reduce their holdings by 3.00%
Sanjiang Shopping: Shareholders plan to reduce their holdings by 2.00%
Haimo Technology: Shareholders plan to reduce their holdings by 1.90%
Guoxin Technology: Shareholders plan to reduce their holdings by 1.50%
Ke Lai Te: Shareholders plan to reduce their holdings by 1.37%
Superjet Shares: Shareholders plan to reduce their holdings by 1.33%
Baina Qiancheng: Shareholders plan to reduce their holdings by 1.10%
Ingkerui: Shareholders plan to reduce their holdings by 0.83%
Zhongke Environmental Protection: Shareholders plan to reduce their holdings by 0.82%
Kaizhong Shares: Shareholders plan to reduce their holdings by 0.56%
Dongwei Technology: Shareholders plan to reduce their holdings by 0.50%
Netech Technology: Filed a case with the CSRC for alleged violations in information disclosure
Xi Lin Men: Filed a case with the CSRC for alleged violations in information disclosure
Guanghua Technology: Director Cai Wen was filed with the CSRC for alleged insider trading

V. Notice of unusual price/volume movement
Jiangshun Technology: The company has not sent data center liquid-cooling plate samples to overseas companies

VI. Dynamic updates

No.3 Global Markets

I. Global Markets
All three major U.S. stock indexes closed higher as a group, and chip stocks rose.
Most热门 Chinese concept stocks closed higher; the Liquidity Moore Chinese concept stock leader index rose 0.65%.

II. Popular U.S. stocks and Chinese concept stocks

III. Commodities (after-hours products)