SWS MU Shenzhen Composition Index Fund-A

BYD led the Hong Kong market in the first quarter, winning both the brand and model championships

BYD applies to register 'Tian Shan' trademark

BYD Song Pro DM-i Feichi Edition officially launched with a starting price of 99,900 yuan

WLY to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 26.9 B, EPS CNY 2.885

CATL Emphasizes Superiority of NCM Batteries in High-end Market and Technology

WLY to Release FY2025 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 76.09 B, EPS CNY 6.7396

CLSA Raises Target Price and Rating on CATL

BYD's second-generation Denza D9 to be officially launched on April 27

CATL Q1 2026 Earnings Beat Estimates: Surging Energy Storage and Overseas Businesses

Midea Group to Release FY2026 Q1 Earnings on April 29 During-Market (BJT), Forecast Revenue CNY 130.5 B, EPS CNY 1.6671

CATL to Deploy Sodium-ion Batteries in Battery Swap Stations and Large-scale Energy Storage Systems

BYD applies for a new patent on vehicle extrication control to enhance escape capability through three-level control

BYD applies for a photovoltaic cell-related patent to improve the hydrogen escape problem at high temperatures

LUXSHARE-ICT to Release FY2026 Q1 Earnings on April 29 During-Market (BJT), Forecast Revenue CNY 77.39 B, EPS CNY 0.5058

CATL Unveils Solid-State Battery, Attracts Interest from Multiple Automakers

BYD applies for a new charging control system patent to adjust charging strategies based on electricity prices and user demand

BYD obtains multiple new patents covering vehicle interior/exterior parts and electric systems

BYD's Fangchengbao Brand to Unveil a New Sedan at the Beijing Auto Show

BYD announces its 16 millionth new energy vehicle has rolled off the production line

CATL Unveils Multiple New Technologies and Products

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In the first quarter of 2023, Suzhou achieved a total import and export value of 799.99 billion yuan, representing a year-on-year increase of 26.5%. Exports reached 485.32 billion yuan, up 20.4%, while imports totaled 314.67 billion yuan, up 37.3%. Suzhou's total import and export value accounted for 6.8% of the national total and 50.3% of the provincial total, contributing 10.9% to national foreign trade growth and 71.8% to provincial foreign trade growth

Wallstreetcn

China Universal CSI 300 Index Initiating Fund(LOF)-C

Zheshang CSI 300 Enhanced Index Fund(LOF)-A

Suzhou Achieves Total Import and Export Value of 799.99 Billion Yuan in First Quarter, Up 26.5% Year-on-Year

Fu Jiuling, Director of the Industrial Development Department of the National Development and Reform Commission (NDRC), stated at a press conference on April 17 that the purpose of intelligence is to improve efficiency rather than simply replace workers, emphasizing the need to find a policy balance. He pointed out that during the '15th Five-Year Plan' period, building a modern industrial system with advanced manufacturing as its core is paramount, and future efforts will focus on promoting high-end, intelligent, and green development in the manufacturing sector

NDRC: The Purpose of Intelligence Is to Improve Efficiency, Not Simply Replace Workers; Policy Balance Points Must Be Identified

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March foreign trade data shows that despite a slowdown in exports, imports have surged significantly, leading to a notable decrease in the trade surplus. The growth in imports is primarily supported by technology products and processing trade, particularly with outstanding performance in integrated circuits and automatic data processing equipment. Additionally, rising international commodity prices and the situation in the Middle East have also driven up import costs. An increase in working days has also had a short-term impact on import data. Overall, the rebound in imports may be a combination of short-term disturbances and a trend shift

华尔街见闻资讯

Yinhua CSI 300 Index Fund(LOF)-A

March Foreign Trade: What’s Behind the Surge in Imports?

Goldman Sachs pointed out that China's PPI growth has turned positive for the first time in 41 months, indicating the possibility of mild reflation, which will improve the earnings per share of listed companies in mainland China and Hong Kong this year. It is recommended that investors focus on upstream industries that benefit from PPI inflation. The overweight rating for the raw materials sector is maintained, the energy sector is upgraded to neutral, and the food and beverage sector is downgraded to underweight

Goldman Sachs: China's Reflation Expectations Rise, Overweighting Raw Materials Sector and Upgrading Energy Sector to Neutral

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On April 10, the first and second tranches of savings bonds (electronic) for 2026 went on sale. Reporters visited multiple banks and learned that the subscription for savings bonds remains popular, with many bank offline branches and online channels such as mobile banking having no remaining quota. Some bank branches still offer chances for last-minute subscriptions

China Southern Shenzhen Stock Exchange Component Stock ETF

CSI 300

China Universal SSE Composite ETF

Hwabao Wp S&P Hugangshen China Enhanced Value Index Fund(LOF)-A

Guotai SSE Composite ETF

Shenzhen Index

Dacheng China Hushengang 300 Index Fund(LOF)-A

SSE Index

New Round of Savings Bonds Subscription Booms

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CICC's research report released on April 4 pointed out that despite uncertainties in the short term, the logic supporting the "steady progress" of the A-share market remains valid in the medium term. The report analyzed the impact of the Middle East conflict on global markets, emphasizing the resilience of A-shares in terms of "defensive hedging" and "energy substitution." The short-term impact of rising oil prices on A-shares is mainly reflected in valuation pressure, while in the medium term, it affects corporate profitability. Historical data shows that when oil prices remain above $80 per barrel, the ROE and profit margins of the non-financial sector in A-shares will face pressure

腾讯新闻 - 财经

E Fund CNI Value 100 ETF

Huatai-PB CSI 300 ETF

CICC

CAM CSI300

Fortune SG SSE 180 Value ETF

Conglomerates Index

Guotai CSI All Share Investment Banking & Brokerage ETF

Yinhua CSI All Share Investment Banking & Brokerage ETF

Guotai SSE 180 Finance ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

CICC Research: There is still uncertainty in the short term, but the logic supporting the "steady progress" of the A-share market remains valid in the medium term

On April 2nd, the central bank conducted a 500 million yuan 7-day reverse repurchase operation for the second consecutive day, indicating a decrease in market demand for central bank funds. Although the amount of reverse repurchase operations is relatively small, liquidity remains ample, and the overnight interest rate in the money market stays low. Experts point out that observing liquidity conditions should take into account various factors rather than just a single operation amount. Overall, the central bank's monetary policy remains moderately accommodative

Two consecutive days of "historically low" reverse repos do not hinder monetary easing. How to correctly interpret the central bank's liquidity signals

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- China's manufacturing Purchasing Managers' Index (PMI) fell to 50.8 in March from 52.1 in February, indicating continued but slowing growth in output and new orders.  
- Price inflation for inputs and outputs reached a four-year high, driven by rising costs attributed to Middle Eastern conflicts, which have prompted concerns about economic pressures.  
- Despite the challenges, manufacturers remain optimistic about future production, supported by rising demand and government policies, although confidence has waned due to increased costs and longer delivery times.

Reuters

Hang Seng Composite Index

Hang Seng Index

SZSE Composite Index

Hang Seng Composite LargeCap

China's factory activity expands but price pressures intensify, private PMI shows

As annual reports for 2025 are disclosed, 20 brokerages have become among the top ten circulating shareholders of 64 stocks. They newly invested in 22 stocks and actively increased holdings in 12 stocks. With the recovery and active trading in the A-share market, brokerages' proprietary trading strategies are shifting from single equity to diversified asset and multi-strategy robust allocations

Brokerages Newly Entered Top Ten Circulating Shareholders of 22 Stocks in Q4 Last Year

MCHI

Bank of America raises its expectations for China's CPI and PPI inflation this year

iShares MSCI China

Invesco Golden Dragon China

iShares China Large Cap

NASDAQ Golden Dragon China Index

Roundhill China Dragons ETF

CSOP A50 ETF

The government announced the development direction of future industries at the Suzhou Business Conference, emphasizing six key areas, including quantum technology and biomanufacturing, aimed at promoting new economic growth points. The embodied intelligence industry has become the focus of competition among various regions, with expectations for mass production of humanoid robots by 2025. Local governments are actively deploying related industries in hopes of gaining an advantage in the new round of industrial competition

The national policy has set the tone, and a regional industrial reshuffle has begun

The Ministry of Commerce stated that in the first two months of this year, the demand for smart and green products in China was strong. The trade-in policy for consumer goods has had a significant impact on smart and green products, with retail sales of communication equipment, cultural and office supplies, and home appliances increasing by 17.8%, 5.8%, and 3.3%, respectively. Data from the Ministry of Commerce shows that sales of smart glasses on key platforms increased by 1.8 times, sales of embodied intelligent robots grew by 13%, and sales of first-level energy-efficient refrigerators rose by 8.1%

AASTOCKS

Ministry of Commerce: Sales of humanoid intelligent robots in China increased by 13% in the first two months

SWS MU Shenzhen Composition Index Fund-A(163109.SZ)

SWS MU Shenzhen Composition Index Fund-A Stock Performance Chart

Suzhou Achieves Total Import and Export Value of 799.99 Billion Yuan in First Quarter, Up 26.5% Year-on-Year

NDRC: The Purpose of Intelligence Is to Improve Efficiency, Not Simply Replace Workers; Policy Balance Points Must Be Identified

March Foreign Trade: What’s Behind the Surge in Imports?

Goldman Sachs: China's Reflation Expectations Rise, Overweighting Raw Materials Sector and Upgrading Energy Sector to Neutral

New Round of Savings Bonds Subscription Booms