March 23 - March 29 Weekly Major Financial Events Overview, all times are in Beijing time:
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Next week's core themes are as follows:
First is the &#34;Super Earnings Week&#34; resonating with new tech products. MEITUAN, PDD, XIAOMI, KUAISHOU, POP MART, BYD, and Muxi Co., Ltd. will present their annual reports, with the market focusing on AI commercialization, overseas expansion, and performance in existing competition; Huawei's spring conference and the launch of Apple's AirPods Max 2 will directly boost sentiment in the consumer electronics sector; additionally, the product launch of &#34;the first physical AI stock&#34; Weiyi Vision is also worth attention.
Second is the &#34;Energy Storm&#34; brought about by geopolitical situations. Trump has demanded Iran fully open the Strait of Hormuz within 48 hours, or the U.S. will strike and destroy various power plants within Iran. Coupled with the G7 foreign ministers' meeting, Denmark's election, and Japan's inflation data release, concerns over secondary inflation caused by geopolitical games will reshape central bank expectations. Furthermore, Europe will enter daylight saving time next weekend, and investors should note the earlier trading hours.
Finally, high-profile forums are intensively releasing industry signals. The Zhongguancun Forum, Boao Forum, China Development Forum, and WTO Ministerial Conference are coming one after another. From brain-computer interfaces, 6G to the entire semiconductor industry chain (SEMICON China), and from grain liquor (Sugar and Wine Fair) to rare metal export policies, multiple industry events will define the investment logic for the industry in 2026.
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<h2>Economic Indicators</h2>
<ul>
<li>China's industrial enterprise profits, Japan's February CPI, U.S. S&amp;P Global PMI, etc.</li>
</ul>
On Monday, March 22, South Korea's March import and export data for the first 20 days will be released. On March 24, Japan will release its February CPI. The market expects that Japan's February inflation may cool down, suppressed by the energy subsidies introduced by the Kishida government. As rising oil prices push up energy costs and harm the economy, a slowdown in inflation itself will make the Bank of Japan inclined to maintain stable interest rates.
Additionally, the U.S. March S&amp;P Global Manufacturing PMI data and Eurozone March Manufacturing PMI data will be released on March 24. China's profit data for industrial enterprises above designated size for January to February will be released on Friday, March 27
<ul>
<li>Bank of Japan Monetary Policy Meeting Minutes</li>
</ul>
The Bank of Japan will release the minutes of its January monetary policy meeting on February 25. The interest rate decision announced by the Bank of Japan on March 19 showed that it maintained the interest rate at 0.75% with a vote of 8 to 1. Bank of Japan Governor Kazuo Ueda stated that due to the situation in Iran, it is currently difficult to clearly indicate whether policy should focus more on curbing inflation or supporting the economy.
<h2>Geopolitical Situation</h2>
<ul>
<li>Wall Street Focused on Middle East Conflict: Trump Threatens to Open Strait of Hormuz to Iran in 48 Hours</li>
</ul>
Currently, the conflict in the Middle East remains a core focus for Wall Street. Investors are closely monitoring the developments and the chain reactions caused by soaring energy prices. As the conflict enters its third week, international oil prices have risen by more than 40%, raising concerns among multiple governments and central banks about rising inflation and stagnant economic growth.
In terms of developments, according to CCTV News, Trump stated on social media on the 21st that he demands Iran fully open the Strait of Hormuz within 48 hours, or the United States will strike and destroy various power plants within Iran, &#34;with the largest one being the first target.&#34;
<ul>
<li>G7 Foreign Ministers Meeting Focuses on Middle East and Russia-Ukraine Situation</li>
</ul>
The G7 foreign ministers will hold a meeting in France from March 26 to March 27, focusing on the Middle East and the Russia-Ukraine situation.
<ul>
<li>Denmark to Hold Early Elections, Greenland's Future Becomes a Focus</li>
</ul>
The Danish Prime Minister announced that early elections will be held on March 24, with Greenland's future becoming a focal point.
<h2>Major Industry Conferences</h2>
<ul>
<li>2026 Zhongguancun Forum Annual Meeting to be Held in Beijing from March 25 to 29</li>
</ul>
The 2026 Zhongguancun Forum Annual Meeting will be held in Beijing from March 25 to 29. This year's forum is co-hosted by the Ministry of Science and Technology, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the State-owned Assets Supervision and Administration Commission of the State Council, the Chinese Academy of Sciences, the Chinese Academy of Engineering, the China Association for Science and Technology, and the Beijing Municipal Government.
6G, brain-computer interfaces, cell and gene therapy... This year's forum will also hold 60 parallel forums focusing on these cutting-edge fields, deeply discussing technological innovation and industrial applications in related areas. This year will see the first National Natural Science Foundation Academic Forum, discussing major scientific issues around bionic intelligence, the integration of power and computing, and high-speed maglev transportation technology.
<ul>
<li>Zhongguancun Forum Brain-Computer Interface Innovation Development Forum</li>
</ul>
The &#34;Zhongguancun Forum Brain-Computer Interface Innovation Development Forum&#34; will be held in Beijing on March 27, with the theme &#34;Innovation Gathering · Brain Intelligence Co-prosperity — Empowering Brain-Computer Interface Innovation and Industrial Gathering.&#34;
<ul>
<li>Perovskite x Space Photovoltaics Forum to be Held in Wuxi on March 25</li>
</ul>
From March 25 to 27, 2026, the 11th Perovskite and Stacked Battery (Yangtze River Delta) Industrialization Forum and the First Space Photovoltaic Technology and Application Innovation Forum will kick off in Wuxi. The forum will also arrange visits to the production lines of flexible and rigid perovskite photovoltaic modules and GW-level perovskite photovoltaic modules
<ul>
<li>The 114th National Sugar and Wine Fair will be held from March 26 to 28</li>
</ul>
The 114th National Sugar and Wine Fair will be held in Chengdu from March 26 to 28, 2026. The fair will continue to use the entire venue of the Western China International Expo City and Century City, further broadening the boundaries of exhibits, covering diverse needs with richer categories and more practical industrial layouts, and building a more precise docking platform for the upstream and downstream of the industrial chain and the consumer end.
<ul>
<li>Domestic Rare Earth and Rare Metals Conference</li>
</ul>
Recently, the China Minmetals Import and Export Chamber of Commerce issued a notice stating that a conference on rare earth and rare metals export policies and situations will be held on March 25, 2026. The notice indicates that leaders from relevant departments of the Ministry of Commerce and the General Administration of Customs will be invited to attend and speak at the conference, interpreting the export policies and situations of related products, which will also help government departments understand the issues faced by enterprises in exports.
<ul>
<li>Semiconductor &#34;Carnival&#34; - Shanghai International Semiconductor Exhibition Opens</li>
</ul>
SEMICON China 2026 (Shanghai International Semiconductor Exhibition) will be held from March 25 to 27, 2026, at the Shanghai New International Expo Center.
This is the largest global semiconductor &#34;carnival&#34; covering the latest technological hotspots. The exhibition covers the entire semiconductor industry chain, including chip design, manufacturing, packaging and testing, equipment, materials, photovoltaics, and displays.
The Changchun Institute of Optics, Fine Mechanics and Physics of the Chinese Academy of Sciences will make its debut at this exhibition.
<ul>
<li>Boao Forum for Asia 2026 Annual Conference, China Development Forum 2026 Annual Conference</li>
</ul>
The Boao Forum for Asia 2026 Annual Conference will be held in Hainan from March 24 to 27, with the theme &#34;Shaping a Shared Future: New Situations, New Opportunities, New Cooperation,&#34; and will host a series of high-level dialogues, sub-forums, roundtable meetings, and other activities.
The China Development Forum 2026 Annual Conference will be held in Beijing from March 22 to 23, with Hong Kong Financial Secretary Paul Chan attending the event in Beijing.
<ul>
<li>The 14th Ministerial Conference of the World Trade Organization will be held, with Minister of Commerce Wang Wentao attending</li>
</ul>
According to The Paper, the spokesperson for the Ministry of Commerce, He Yongqian, stated that from March 26 to 29, the 14th Ministerial Conference of the World Trade Organization (MC14) will be held in Yaoundé, the capital of Cameroon, and Minister of Commerce Wang Wentao will lead the Chinese delegation to attend.
<ul>
<li>Milken Global Investors Conference, Large CERAWeek Energy Conference in Houston, USA</li>
</ul>
The Milken Global Investors Conference will be held next week in Hong Kong, focusing on the transformation of capital flows shaping the Asia-Pacific strategy, technology, and regional growth.
The annual CERAWeek conference in the USA will be held in Houston, continuing from March 26 to 27, discussing the future of energy, climate, technology, and geopolitics.
<ul>
<li>2026 Global Developer Pioneer Conference Opens</li>
</ul>
According to the Shanghai Municipal Commission of Economy and Information Technology and the conference organizers, the 2026 Global Developer Pioneer Conference (GDPS 2026) will be held from March 27 to 29 at the Xuhui West Bank International Exhibition Center in Shanghai. This conference will focus on the core theme of &#34;Industry Poses Questions, Technology Provides Answers,&#34; with the core vision aimed at breaking through the bottlenecks of industry-research integration and improving the efficiency of applying research results to industrial needs
(Pengpai)
<ul>
<li>Trump to attend White House event with CEOs of Tractor Supply Company</li>
</ul>
According to a White House official, U.S. President Trump will meet with the CEOs of John Deere, Tractor Supply Company, and CNH Industrial at an event at the White House on March 27 (National Agriculture Day). Over 800 farmers will join Trump at the event on the South Lawn of the White House. Agriculture Secretary Rollins and other government officials will also attend.
<h2>New Product Launches and Other Events</h2>
<ul>
<li>Huawei to hold Spring All-Scenario New Product Launch Conference</li>
</ul>
Huawei Terminal announced that it will hold the Huawei Spring All-Scenario New Product Launch Conference on March 23. New products such as Huawei Enjoy 90 Plus, Huawei Enjoy 90 Pro Max, and several HarmonyOS smart vehicles are expected to be unveiled at this event.
<ul>
<li>Apple's updated AirPods Max 2 headphones now available for pre-order</li>
</ul>
Apple has launched the over-ear headphones AirPods Max 2, which not only upgrade noise cancellation but also introduce several features that have become popular in the AirPods Pro series in recent years. Apple stated that the noise cancellation effect of AirPods Max 2 is 1.5 times that of the original product launched at the end of 2020. Priced at $549, the headphones are consistent with the previous generation's price and will begin accepting pre-orders on March 25. AirPods Max 2 is expected to hit retail stores in early April. The headphones are available in five colors: blue, purple, orange, midnight, and starlight (light gold).
<ul>
<li>Google to launch Gemini-powered Google Marketing Platform, Arm to hold chip event</li>
</ul>
Google recently announced that it will officially launch the &#34;Gemini Advantage&#34; powered Google Marketing Platform at the Google NewFront conference on March 23.
Additionally, Arm announced that it will hold a chip event on March 24, but has not disclosed much information yet.
<ul>
<li>Multiple European countries to implement Daylight Saving Time, market trading hours moved forward by one hour</li>
</ul>
Starting next weekend, multiple European countries will implement Daylight Saving Time, resulting in financial market trading hours and the release of economic data in the European region being moved forward by one hour compared to Standard Time.
<h2>Financial Reports</h2>
Next week, MEITUAN, PDD, XIAOMI, KUAISHOU, POP MART, BYD, and Muxi Co., Ltd. will release their annual reports, with the market focusing on AI commercialization, overseas expansion, and performance in existing competition.
Financial reports from China Telecom, China Mobile, China National Offshore Oil Corporation, China Petroleum, Haidilao, and Zhihu will also be released. Additionally, the new product launch of Wuyi Shijie, known as the &#34;first stock of physical AI,&#34; is also worth attention.
<ul>
<li>Xiaomi Group conference call</li>
</ul>
Xiaomi Group performance date: March 24, 2026 (Tuesday) to release the full-year performance for 2025.
Conference call time: March 24 at 07:30 PM (Beijing time) for the investor conference call
<ul>
<li>PDD Conference Call</li>
</ul>
PDD's conference call for the fourth quarter and full year performance of fiscal year 2025 will be held on March 25 at 7:30 AM (Eastern Daylight Time), which is 7:30 PM Beijing time on March 25.
<ul>
<li>KUAISHOU Conference Call</li>
</ul>
KUAISHOU Technology's performance announcement: On March 25, 2026 (Wednesday), it will announce its fourth quarter and full year performance for the year ended December 31, 2025, after the close of the Hong Kong market.
The conference call will be held at 7:00 PM Beijing time (7:00 AM Eastern Time) on March 25.
<ul>
<li>MEITUAN Conference Call</li>
</ul>
MEITUAN's performance announcement: On March 26, 2026, it will announce its financial performance for the fourth quarter and full year ended December 31, 2025, after the market closes.
The conference call will be held at 7:00 PM Hong Kong time (7:00 AM Eastern Time) on March 26.
<ul>
<li>WUYI Vision Announces Latest Performance and Holds Physical AI New Product Launch Conference</li>
</ul>
The first stock of &#34;Physical AI&#34; in the Hong Kong market, WUYI Vision, will hold its annual performance release and physical AI new product launch on March 26.
Overview of AH stock financial report disclosure dates:
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In terms of geopolitics, Trump issued a 48-hour ultimatum to Iran, and the energy surge caused by the Middle East conflict will become a core variable affecting inflation and global stock markets. In terms of financial reports and industries, internet giants such as MEITUAN, PDD, XIAOMI, KUAISHOU, and POP MART are intensively releasing their financial reports; Huawei's spring launch event will be held. High-profile conferences such as the Zhongguancun Forum, Boao Forum, Semiconductor Forum, Rare Earth Conference, and Sugar and Alcohol Fair will cover cutting-edge industries such as AI, semiconductors, energy, and brain-computer interfaces

- The week of March 23 to March 29 features significant financial events, highlighting a surge in tech earnings and product launches.  
- Key focus includes the upcoming annual reports from companies such as Meituan and Pinduoduo, alongside geopolitical tensions impacting energy prices, particularly in the Middle East.  
- Numerous high-profile forums, including the Bohai Forum and SEMICON China, will provide insights into industry trends and economic policies amid ongoing discussions of inflation and market dynamics.

Wallstreetcn

MEITUAN

KUAISHOU-W

XIAOMI-W

Xiaomi Corporation

POP MART

Guotai CES Semiconductor Chip Industry ETF

VanEck Semiconductor ETF

ChinaAMC Guozheng Semiconductor Chip ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Southern CSI Semiconductor Industry Custom ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Invesco Semiconductors ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

iShares Semiconductor ETF

GraniteShares 2x Long PDD Daily ETF

Direxion Semicon Bull 3X

KraneShares 2x Long PDD Daily ETF

SPDR S&P Semicon

Next week's heavy schedule: Trump issues a 48-hour ultimatum to Iran, Boao Forum, financial reports from MEITUAN, PDD, and XIAOMI