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[Beijing Junzheng: Computing Chip Growth Nearly 50% in Q1, Expected to Continue in Q2] Beijing Junzheng stated during an institutional survey that computing chip growth was nearly 50% in the first quarter. Regarding supply, due to a shortage of KGD (

2026-06-22

[Beijing Junzheng: Computing Chip Growth Nearly 50% in Q1, Expected to Continue in Q2] Beijing Junzheng stated during an institutional survey that computing chip growth was nearly 50% in the first quarter. Regarding supply, due to a shortage of KGD (knives, gaskets), a key raw material for computing chips, companies need to control their quarterly shipment pace based on inventory and future production plans to ensure continuous product supply. Currently, the company's computing chips are also shipped in batches, making it impossible to guarantee supply to all customers. Continued growth is expected in the second quarter. Analog chips maintained stable growth in the first quarter. This product has not been affected by the memory cycle, and stable growth is expected to continue in the second quarter.

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2026-06-22

Hong Kong stocks opened lower and continued to decline, with the Hang Seng Index falling by more than 2% and the Hang Seng Tech Index falling by 1.6%.

Hong Kong stocks opened lower and continued to decline, with the Hang Seng Index falling by more than 2% and the Hang Seng Tech Index falling by 1.6%.
2026-06-22

[Futures Hotspot Tracking] Lithium carbonate futures continued their weakness, falling nearly 7%. Expectations of production resumption have resurfaced. Institutional views indicate that the market is weak in the short term due to pressure from wareh

[Futures Hotspot Tracking] Lithium carbonate futures continued their weakness, falling nearly 7%. Expectations of production resumption have resurfaced. Institutional views indicate that the market is weak in the short term due to pressure from warehouse receipts and expectations of production resumption in Jianxiawo. However, the fundamentals are still in the destocking phase, resulting in a slight divergence in the market trend. Furthermore, the resumption of production is not yet fully confirmed.
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