Hotspot Engine Program **Information: Shanghai **Exchange Reduces and Optimizes the Transaction Fee Rate of Gold and Silver-related Contracts; Guangdong carried out the second round of visits to listed companies to continue to promote the high-quality development of listed companies; The CSI 300 ETF increased again, and the single-day turnover of many leading products hit 10 billion yuan; Goldman Sachs maintains "overweight" rating on A-shares; Morgan Stanley says global money is returning to China**.
Global information: U.S. stocks closed lower, and the Dow Jones**104%, NASDAQ **165%, S&P**102%, major European countries** closed lower. New York***0$59, a decrease of 075% at 78 per barrel$15; New York***07% to close at 2,141 per ounce$9, an all-time high. Bitcoin hit as high as 701.95 million US dollars；**Pharmaceutical concept stock Zealand closed up more than 35% hit an all-time high; Samsung and Google have successively released AI mobile phones; An arson incident on a power pole led to the shutdown of Tesla's Berlin factory; Apple released a new MacBookAir equipped with M3 chip (related to Everbright Datongchuang, Spring and Autumn Electronics, etc.); Samsung SDI and other battery companies have laid out solid-state batteries (involving Shanghai Xiba, Guansheng shares, etc.); Canon's nano printing technology has been strongly supported by major memory manufacturers (involving the Soviet Union, Davig, Lihexing, etc.); Musk posted a long article on superconductivity, AI and scientific research: we must abandon the popular but wrong, and support the unpopular but right; AMD's sales of special chips to China have been blocked; Goldman Sachs says the bear market in battery metals such as nickel, lithium, and cobalt is far from over.
Market information: SASAC separately assessed the new energy vehicle business of 3 ** automobile companies; The Ministry of Industry and Information Technology (MIIT) instructed China Telecom to obtain the first approval of satellite communication international telecommunication number resources(Shetianyin Electromechanical, Hager Communication, etc.); China UnionPay will invest 3 billion yuan to optimize the offline payment acceptance environment; China's first electric vehicle smart charging and swapping demonstration zone was built in Jiangsu (Shexiangshan Co., Ltd., Shandong Weida, etc.); The fifth domestic CAR-T **debut**1.15 million; Polyester filament ** rebounded significantly (involving new Fengming, Tongkun shares, etc.).
* Information, good: AGCO Technology plans to transfer 10 to 4 to 51；Guoguang Electric's first quarter report is expected to increase significantly;Fresh environment bid27.9 billion yuan desulfurization system and flue gas water lifting EPC project, etcJA Solar signed MOUs with three Pakistani companies for the supply of n-type PV modulesHuatian Technology received a subsidy of 87.03 million yuan;Lingyi Intelligent Manufacturing and 3D shares are planned to be repurchased；Quartz shareholders promise not to **.
Negative: High-tech Development said that the acquisition of 70% of Huakun Zhenyu's equity was terminated and other risks;Jardine Jiaye, Kunchuan Intelligence, Wanliyang, and Caixun shareholders intend to be **.
Other:Haiqi Group intends to 20$3.7 billion acquisition of sea travel duty-free；Guizhou Tire Vietnam Company 2300 million US dollars to implement an intelligent manufacturing project with an annual output of 6 million semi-steel radial tires;Guansheng shares to 103.2 billion yuan to build a new semi-solid lithium iron phosphate battery construction project；Ganfeng Lithium plans to acquire PGCO for $70 million8% stake;Wanbond plans to subscribe for 300 million yuan to subscribe for the ** share of Aohan Ruikang;Xinlei shares to 2500 million yuan to build an air energy heat pump industrial park;Tianfu Energy intends to 18.6 billion yuan to acquire the assets of the "three supplies and one industry" power supply and heating transfer and transformation project belonging to Tianfu Group;CNMC intends to 16.8 billion yuan to China Rare Earth transfer of CNMC Southern Rare Earth 4156% equity;JPT plans to transfer Ruipo Seiko for 8 million yuan;Dongxin Heping plans to expand smart card and digital identity security business in the Indonesian market for US$1 millionShanghai Film established a digital cultural and creative company in Zhejiang;Jinkai New Energy has strategic cooperation with Baixin Information;Strategic cooperation between Hotgen Biotech and Huijian Technology;Puluo Pharmaceutical Co., Ltd. has a strategic cooperation with Shanghai Zhenge Biotech;Strategic cooperation between IAT and Jiangling New Energy;Zhongyuan has carried out industrialization layout in hydrogen fuel cell system and key core components;ZTE is increasing its R&D investment in AI server-related products and solutionsYuanda Environmental Protection is carrying out carbon utilization technology research and a new generation of carbon capture technology reserves;Goertek can provide customers with a variety of sensor product solutions based on MEMS technology; Kehua Data actively promotes the expansion of intelligent computing center and AIGC related businesses; Chaojie shares humanoid robot related fastening connector products have been sent to customers samples; Haiqi Group resumed trading.
Lifting of the ban on restricted shares: Jucan Optoelectronics, Tianli Lithium Energy, Weibo Hydraulics, Wilgao.