A-share pre-market broadcast | New regulations from the Ministry of Housing and Urban-Rural Development raise residential standards, catalyzing the computing power industry again.
01/04/2025
GMT Eight
Pre-Market News
1. National standard "Residential Project Code" implemented! Industry insiders say "good houses" lead the leap in housing enterprise value
Type: Industry
Emotional impact: Positive
The Ministry of Housing and Urban-Rural Development issued the national standard "Residential Project Code", which specifies that the minimum floor height for new residential buildings is not less than 3 meters, and residential buildings with 4 floors or more must have elevators. According to industry experts, the comprehensive implementation of the "good house" standard will reshape the competitive landscape of the real estate industry and accelerate the polarization of operating entities.
2. National Bureau of Statistics: More than 60% of new computing power to be concentrated in national hub nodes this year
Type: Industry
Emotional impact: Positive
The National Bureau of Statistics held a press conference yesterday, where the Director of the National Bureau of Statistics, Liu Liehong, stated that the National Bureau of Statistics will continue to promote the construction of computing power infrastructure. By the end of this year, more than 60% of new computing power will be concentrated in national hub nodes, and new large data centers will use green electricity accounting for over 80%.
3. State-owned Assets Supervision and Administration Commission: Strengthen layout in fields such as artificial intelligence, create a number of "trump card" technologies
Type: Industry
Emotional impact: Positive
The "Democracy and Law" magazine published an article authored by the State-owned Assets Supervision and Administration Commission of the State Council, which pointed out the need to strengthen layout in cutting-edge disruptive fields such as artificial intelligence and quantum technology, and accelerate the development of a number of asymmetric and "trump card" technologies. Encouraging state-owned enterprises to carry out mergers and reorganizations in fields such as biomedicine.
4. Chip manufacturing giants SMIC and UMC reported merger news, UMC's US stocks ADR briefly surged 20%
Type: Industry
Emotional impact: Positive
American semiconductor wafer foundry manufacturer SMIC was reported to be considering a merger with UMC. Currently, SMIC and UMC each hold about 5% of the global wafer foundry market share. Analysts say that if the merger is successful, the new entity will surpass Samsung's foundry business and become the world's second-largest pure wafer foundry after TSMC.