Key News
1. RatingDog China Services PMI rose to 52.6 in April, with the expansion rate accelerating.
2. Ministry of Industry and Information Technology: Researching and formulating standards for new products such as pet appliances and service robots for special groups.
3. Shanghai: Continuously optimizing the cross-border data flow mechanism and promoting dialogue and project cooperation on digital rules between Shanghai and Hong Kong, and Shanghai and Singapore.
Individual Stock News
1. Data on main capital flows shows that GigaDevice Innovations saw the largest net inflow of main capital at 2.231 billion yuan, followed by Hengtong Optic-Electric, Sugon, Yunnan Germanium, and Tongfu Microelectronics; New Easun saw the largest net outflow of main capital at 2.398 billion yuan, followed by Zhongji Xuchuang, Wuliangye, Luxshare Precision, and Foxconn Industrial Internet.
2. Wanrun Technology: Invested in Changjiang Wanrun Semiconductor and Wanrun Storage in the storage field and is striving to expand the revenue scale of its storage business.
3. Weichai Power: Strong order demand will further enhance the contribution of the power energy business to its performance. 4. Sihui Fusheng: Small-batch delivery of 800G optical module PCBs has been achieved.
5. Guoxuan High-Tech: The company expects its shipments to maintain a growth trend in 2026.
6. Dingtai High-Tech: No notification has been received from suppliers regarding impending production stoppages; the supply and delivery of imported raw materials are normal.
7. Tengda Technology: The company has decided to raise prices for all products at 13:00 on May 5th.
8. Longhua New Materials: It is currently unknown whether downstream manufacturers' products are used in robot skin.
