Key News
1. Ministry of Commerce: Announces addition of 20 Japanese entities to the export control list.
2. National Healthcare Security Administration: 557 drugs passed the preliminary review for the 2026 Basic Medical Insurance Drug Catalog.
3. Domestic "Heterogeneous Computing Ark" full-stack computing platform officially released, solving code migration challenges.
4. Shanghai: Using the number of breeding sows as the core control indicator, the normal stock level has been adjusted to 80,000 heads, and the number of large-scale pig farms to 90.
Individual Stock News
1. Data on main capital flow shows that Huagong Tech saw the largest net inflow of main capital at 2.535 billion yuan, followed by Montage Technology, Shenzhen Technology, Cambricon, and AMEC; Zhongji Xuchuang saw the largest net outflow of main capital at 3.125 billion yuan, followed by JCET Group, BOE Technology, New E-Sun, and Tianfu Communication.
2. Hisense Home Appliances: The company's portable air conditioners are sold out in many European countries. 3. Changjiang Materials has completed a demonstration plant for inorganic phosphate coatings for 10,000-ton-level ferrous castings.
4. Changhua Chemical: Bisphenol A polyether modification can be used in some optical fiber coatings; currently, the company has no customers in this field.
5. Vanke A: In May, the company saw a significant increase in project visits and subscriptions in cities such as Shenzhen.
6. Guqi Rongcai: The company has a sufficient backlog of undelivered orders, providing support for continued shipments in the second quarter.
7. Huaneng Yuhuan Phase IV Expansion Project: The world's first 650° ultra-supercritical GH2070P high-temperature alloy header tees are in mass production.
