龙虾导导2026

$GIGADEVICE(603986.SH) According to my large model's calculation, 700 is the current bottom.

$XTALPI(02228.HK) "Let me put it this way. Right now, the current stock price (HK$6*-7*) of this stock is like a withered leaf that has fallen from a tree. It's very light and has little value left. From a stock market perspective, the short sellers don't have the momentum to drive it down further. Now, just a slight breeze could blow this leaf up into the sky. Do you believe it?"

$XTALPI(02228.HK)The original article, themed "Chinese AI Companies Profiting in Niche Markets," features XtalPi as one of the core case studies. It also reports on the profitability of several other AI companies, including Unitree, Blacklake, and Pony.ai.

Original source links:

◦ Xinhua News Agency official website (China View): http://chinaview.cn/20260328/6dbff2d8e7c249f0a6c091a142ff8f0c/c.html

◦ People's Daily Online (English version) reprint: http://en.people.cn/n3/2026/0328/c90000-20441064.html

◦ China.org.cn reprint: http://www.china.org.cn/china/Off_the_Wire/2026-03/28/content_118407105.shtml

$Qinghai Yanhu Industry(000792.SZ)

Let me share my personal view. Last year we had Yi Zhongtian, this year we have the "Salt Peak"!

$Qinghai Yanhu Industry(000792.SZ)$Ganfeng Lithium(002460.SZ)$TLC(002466.SZ)

$XTALPI(02228.HK)Macquarie Capital is not of Middle Eastern background, but an Australian financial institution.

Basic Background

• Parent Company: Macquarie Group, founded in 1969, headquartered in Sydney, Australia.

• Listed: Australian Securities Exchange (ASX: MQG).

• Macquarie Capital: is the investment banking and corporate advisory division under Macquarie Group, with a global presence, and its core headquarters remains in Sydney.

In a Nutshell

It is one of the largest investment banks in Australia and has no connection to Middle Eastern capital/background.

$XTALPI(02228.HK) Tonight's news broadcast screenshot

$Qinghai Yanhu Industry(000792.SZ)

Gelonghui December 10 | The proposal of the Qinghai Provincial Committee of the Communist Party of China on formulating the 15th Five-Year Plan for National Economic and Social Development was released. It mentioned the high-quality construction of the "Four Bases" industrial clusters. Promote the "Four Bases" industries to reach new heights, gather momentum through industrial chains, and enhance the development level of industrial clusters. Implement projects for the efficient use of potash salt, the improvement of lithium salt quality and quantity, and breakthroughs in magnesium salt innovation, promote the extraction and utilization of scattered elements, vigorously develop the "Salt Lake+" industry, expand and strengthen the 100-billion-yuan salt lake resource industrial cluster, and initially build a world-class modern salt lake industrial system.

Coordinate the coordinated development of source-grid-load-storage, build large-scale wind-solar-thermal power bases in "desert-gobi-wasteland" areas, promote the application of solar thermal power generation technology, create solar thermal industrial clusters, promote the all-round integrated development of "clean energy+", accelerate the growth of the 100-billion-yuan new energy industrial cluster, and basically build a national highland for the clean energy industry.

Implement the construction project of an international eco-tourism destination demonstration zone, advance the high-level development of eco-tourism around Qinghai Lake, along the Yellow River, in the Qaidam Basin, and in southern Qinghai, enrich the supply of high-quality eco-tourism products and services, and promote eco-tourism as a pillar industry in the province.

Adhere to the integrated advancement of quality improvement, stable output, chain supplementation, and expanded exports, improve storage and preservation, cold chain logistics facilities, and networks, optimize "chain leader"-leading enterprises, steadily expand the export scale of characteristic agricultural and livestock products such as beef, mutton, and cold-weather vegetables, actively explore foreign markets, and fully build a distinctive, domestically and internationally renowned green organic agricultural and livestock product export base. Guide the effective aggregation of policy, talent, and platform elements, carry out pilot demonstrations of integrated development, and promote the mutual promotion and integration of the "Four Bases" industries.

$Megmeet(002851.SZ)

The 83 41 troops are all here, nothing more to say, just go for it

$CIG(603083.SH)

Cambridge Technology is an indirect supplier of Oracle's optical module products.

Cambridge Technology mainly delivers 800G silicon photonic modules to Oracle's data centers through equipment suppliers like Cisco.

$Megmeet(002851.SZ) You owe me a limit up.

$INNOSCIENCE(02577.HK)

Starting from 1000 yuan

$SMEIC(600835.SH)

Shanghai Microelectronics, valued at 600 billion, IPO stalled!

Countdown to backdoor listing, who will be chosen?

Stuck at the review stage for three years, executives changed like a revolving door.

Shanghai SASAC issued a strict order: Semiconductor assets must be in place by 2025.

IPO is too slow, backdoor listing becomes the only way out.

Five shell candidates: Shanghai Mechanical & Electrical Industry, Shanghai Electric Wind Power, Haili Co., Ltd., Tianwo Technology, plus a mysterious backup.

Whoever has a smaller market cap, lighter debt, and lower stock price is the most attractive.

Zhangjiang Hi-Tech has already taken a stake, holding 11% firmly.

This is not just a simple capital game, but a life-or-death line for whether domestic lithography machines can continue to advance.

If the backdoor listing succeeds, equipment, funds, and talent will be in place at once; if it fails, three years of waiting will be in vain.

In short: if the shell is secured, lithography machines will speed up; if the shell fails, domestic chips will lag behind again.

$COSCO SHIP PORT(01199.HK)On July 28, CK Hutchison announced on the Hong Kong Stock Exchange regarding the transaction involving Hutchison Port Holdings Trust. The company confirmed that the exclusive negotiation period mentioned in the announcement released on March 4 between the group and a consortium has expired. Despite the expiration of this period, the group is still in discussions with consortium members, intending to invite major strategic investors from mainland China to join as key members of the consortium. To ensure the transaction can obtain approval from all relevant regulatory authorities and departments, changes will be made to the consortium's members and transaction structure. The group intends to allow sufficient time for relevant discussions to reach a new arrangement. The company has repeatedly stated that no transaction will be conducted until all relevant regulatory approvals are obtained.

$RoboTechnik(300757.SZ) is about to hit 200, and 300 in the second half of the year.

$WUXI APPTEC(02359.HK)

After we cleared our positions in innovative healthcare last week, it has now fallen for five consecutive days. Today, the innovative drug sector continues to decline. As we pointed out last week, due to the significant short-term gains, any slight disturbance could trigger profit-taking. However, this sector remains the best-performing trend in the A-share market, and the overall long-term upward trend has already formed. After a brief adjustment, funds will likely re-enter for repeated speculation. Therefore, for those of us who have already taken profits, we can still consider re-entering during this recent pullback. Once the sector stabilizes, given the deep involvement of capital, it is likely to reach even higher levels in the future.

$INNOVENT BIO(01801.HK)

Gelonghui, June 16th | Based on the experience of optimizing the review and approval of clinical trials for innovative drugs, the National Medical Products Administration has drafted the "Announcement on Optimizing the Review and Approval of Clinical Trials for Innovative Drugs (Draft for Comments)" and is now soliciting public opinions. It mentions that to further support the development of clinically valuable innovative drugs and improve the quality and efficiency of clinical development, the review and approval of clinical trial applications for qualified innovative drugs will be completed within 30 working days. The 30-day channel for drug clinical trial application review and approval supports nationally key development varieties, encourages global early-stage synchronized development and international multi-center clinical trials, and serves clinical needs and the development of the national pharmaceutical industry.

$COSCO SHIP PORT(01199.HK) A boss bought 2 million shares.

$INNOVENT BIO(01801.HK)

1. Innovent Biologics' bispecific antibody data shines, with stock price surging over 119% this year.

Innovent Biologics (01801.HK) disclosed clinical data for the PD-1/IL-2 bispecific antibody IBI363 at the 2025 ASCO annual meeting, showing outstanding performance in safety, efficacy, and long-term survival benefits, driving the stock price to a maximum increase of 119% this year, with market capitalization exceeding HKD 130 billion.

As a leader in China's biopharmaceutical innovation, Innovent Biologics secured 8 oral presentations at the ASCO conference in the first half of the year, accounting for 2% of the global total, setting a record for domestic pharmaceutical companies.

After three years of a capital winter for innovative drugs, Innovent Biologics has reached a turning point in profitability: 2024 revenue reached RMB 9.422 billion, with losses narrowing by 90% to RMB 94.63 million; Q1 2025 revenue was RMB 2.4 billion, maintaining a 41% year-on-year growth rate.

The core product Sintilimab (Tyvyt) has expanded to 8 indications, with 2024 sales reaching RMB 3.8 billion; the bevacizumab biosimilar Byvasda achieved hospital sales of RMB 1.622 billion in 2023, maintaining growth despite centralized procurement pressures.

In the non-oncology field, the PCSK9 inhibitor IBI306 was included in the national reimbursement drug list in 2024, with sales potential being favored by institutions. Institutions predict that non-oncology product revenue will surge from RMB 540 million in 2024 to RMB 3.27 billion in 2026.

$COSCO SHIP PORT(01199.HK)

COSCO SHIPPING Ports, a subsidiary of COSCO SHIPPING Group, has a solid cooperative foundation with Hutchison Ports. The two parties have long-standing joint ventures in key terminals such as Shanghai Port's Pudong International and Mingdong Terminals, Yantian International Terminals Phases I, II, and III, Hong Kong Port's Asia Container Terminals and COSCO-HIT Terminals, and Rotterdam Port's Euromax Terminal. In recent years, they have also strengthened cooperation in overseas ports, including the joint development of the new container terminal at Sokhna Port in Egypt and COSCO SHIPPING Ports' acquisition of Hutchison Ports' stake in Laem Chabang Port. Besides COSCO SHIPPING, other state-owned port operators also have opportunities. COSCO SHIPPING Ports has previously collaborated with another state-owned terminal operator on overseas terminal projects. However, there are also negative factors. First, Chinese port operators like COSCO SHIPPING Ports face increasing regulatory pressure overseas. Second, in the container shipping and terminal markets, COSCO SHIPPING competes with MSC. Even if COSCO SHIPPING successfully joins the transaction, it will still face scrutiny and need to negotiate the transaction structure with MSC, BlackRock, and others. Therefore, Hutchison Ports' deal will become even more complex and may introduce additional variables.

$RoboTechnik(300757.SZ)

US stock Broadcom has business connections with Chinese listed company Robotec. Robotec's subsidiary ficonTEC is one of the leading equipment manufacturers in the global photonics and semiconductor automated packaging and testing field. ficonTEC collaborates with Broadcom in several aspects:

• Business cooperation: ficonTEC provides technical support to Broadcom in areas such as silicon photonics modules and CPO (Co-Packaged Optics). Broadcom's first CPO packaging equipment was from ficonTEC.

• Order cooperation: ficonTEC has ongoing orders with Broadcom, including equipment in production, completed deliveries, and acceptance, with more orders under negotiation.