Evening hot spots in A-shares | State Council's heavyweight deployment! Concerning AI, computing power, satellite internet, etc.

1. The State Council has deployed a major plan! It involves AI, computing power, 6G, satellite internet, and more. Importance: On April 21st, the State Council issued the "Opinions on Promoting the Expansion and Improvement of the Service Industry." The opinions clearly state that by 2030, the total scale of the service industry will reach 100 trillion yuan. The opinions point out the need to implement the "AI+" action plan, accelerate the research and use of intelligent programming tools, support the procurement of large models and intelligent agent services. Promote the development of 5G-A networks, strengthen the research and development of sixth-generation mobile communication (6G) technology. Moderately advance the construction of the mobile Internet of Things. Develop satellite internet application services. Orderly promote the layout of computing power and the construction of edge computing, and improve the smart cloud service system. 2. Contemporay Amperex Technology with big news! Sodium-ion batteries to be mass-produced this year, these stocks are being "crazily sought after" by funds Importance: On April 21st, at the 2026 "Super Tech Day" conference, Contemporary Amperex Technology's Chief Scientist and academician of the Chinese Academy of Engineering, Wu Kai, stated that sodium-ion batteries have broad applications in high temperature, extreme cold travel scenarios, and energy storage fields. The core issues in manufacturing have been resolved, and mass production will begin this year. In addition, Contemporary Amperex Technology has released the third generation of Shenxing ultra-fast charging batteries, capable of reaching 10C equivalency and 15C peak. In terms of charging time, it only requires 1 minute for 10%-35% and 6 minutes and 27 seconds for 10%-98%. 3. Trump: I expect Iran to be bombed, and the US military is prepared to enter Iran Importance: On April 21st, US President Trump stated in an interview on Tuesday that he does not want to extend the ceasefire agreement with Iran and added that the US is in a favorable position in negotiations and will eventually reach a "major agreement" as he believes. When asked if there was a possibility of extending the ceasefire agreement, Trump said, "I don't want to do that. We don't have much time left." When asked if an agreement is not reached in the next two days, whether Iran will be bombed, Trump said, "I expect Iran to be bombed, and the US military is prepared to enter Iran." 4. Ministry of Industry and Information Technology holds a significant discussion meeting: with greater efforts to advance the future industry Importance: On April 21st, Li Lecheng, Secretary of the Party Group and Minister of the Ministry of Industry and Information Technology, chaired the 19th Manufacturing Enterprise Symposium. At the meeting, leaders of 8 companies from industries such as biomanufacturing, quantum technology, display materials, hydrogen energy, and commercial spaceflight exchanged views to promote future industry technological innovation, scene exploration, and business practice capabilities. The meeting pointed out that the central government attaches great importance to the development of future industries, and the new round of technological revolution and industrial transformation is accelerating. There are still some weaknesses in China's future industry development in terms of original innovation capability, key core technology, top talent quantity, and institutional mechanism guarantee. It is necessary to accurately grasp the development trend of future industries, seize the key period of the 15th Five-Year Plan, accelerate the growth of strengths and overcome weaknesses, and advance the future industry with greater efforts to seize the high ground of future development. 5. China United Network Communications' Q1 net profit drops by nearly 20% compared to the previous year, while computing power revenue increases by more than 8%! Interpretation is here Importance: On April 21st, China United Network Communications released its first-quarter report for 2026. The announcement stated that the operating income for the first quarter was 102.824 billion yuan, a year-on-year decrease of 0.5%; while the net profit attributable to shareholders of the listed company was 2.137 billion yuan, a year-on-year decrease of 18.0%. In the first quarter of 2026, the revenue from computing power business was 15.4 billion yuan, an increase of 8.3% compared to the previous year, with the revenue from the smart computing center increasing by 11.7% year-on-year and serving nearly 440,000 government and enterprise customers. It is worth noting that there are structural highlights in government and enterprise segments and new business segments. The revenue of the computing power business, seen as the "incremental engine," reached 15.4 billion yuan, with the smart computing center revenue achieving double-digit growth and China Unicom Cloud serving nearly 440,000 government and enterprise customers. International business and security business both maintain a steady growth momentum, with the former benefiting from the recovery of demand for Global Top E-Commerce, and the latter deeply linked with government and enterprise businesses and progressing towards platformization. 6. Ministry of Industry and Information Technology: Pilot projects for 10 Gigabit broadband networks are progressing in an orderly manner, and the completion of pilot goals is satisfactory Importance: The General Office of the Ministry of Industry and Information Technology announced the completion of pilot projects for 10 Gigabit broadband networks. Overall, the pilot projects are progressing in an orderly manner, and the completion of pilot goals is satisfactory. 10 Gigabit broadband networks have been deployed in scenarios such as neighborhoods, factories, and industrial parks, nurturing business applications such as cloud computing, cloud gaming, industrial optical quality inspection, AI+ ultra-high-definition video surveillance, model training and inference applications, and integrated transmission, providing important reference for promoting 10 Gigabit broadband networks from technical pilots to deployment applications. 7. Why is the net profit margin low in the first quarter? Shenzhen Envicool Technology responds Importance: Shenzhen Envicool Technology released an Investor Relations Activity Record announcement, responding to a question from an investor about the main reason for the low net profit margin in the first quarter of 2026 as disclosed in the "First Quarter Report 2026". Shenzhen Envicool Technology answered that the increase in financial expenses is due to some overseas business projects being settled in the local currency, leading to exchange losses due to the appreciation of the Renminbi. Additionally, an increase in financing scale has led to higher interest expenses. The increase in impairment losses is mainly due to the slowdown in the construction pace of domestic IDCs, the longer project implementation cycle has led to slow settlement and collection cycles, resulting in an increase in bad debt provisions. Due to the change in the revenue mix in the first quarter, the gross profit margin decreased by 2.16% year-on-year. The first quarter had abundant orders but was unable to achieve higher shipments and revenue recognition. In terms of selected stocks which market attention is focusing on, 6G is of interest. 1. Achievable 10 times that of 5G! The first Pre6G trial network in China officially deployed in Nanjing, Jiangsu On April 21st, the first Pre6G trial network in China was officially launched in Nanjing, Jiangsu. This experimental network integrates 6G innovation technology into the 5G network, with features such as high bandwidth, long-distance coverage, low latency determinism, and AI internal fusion, capable of performance ten times that of 5G. Currently, the trial network has been systematically verified in areas such as low-altitude inspections, industrial manufacturing, embodied intelligence, holographic communication, etc. The implementation of this trial network signifies the transition of 6G technology from key technical verification to system capability verification, laying an important foundation for the future standardization and industrial application of 6G. Huaxin Securities research report suggests that the 6G industry is accelerating, with clear commercial nodes, entering a fast lane of development. The 6G industry chain covers multiple segments such as chips, equipment, network construction, terminals, etc. Companies with core technologies and patent advantages will prioritize sharing the dividends of industry development. In addition, the following sectors are worth paying attention to: 2. Cloud Computing | Tencent Cloud announces the open-source of OpenAI, the same base as Manus Agent. 3. Software Development | China's software industry scale is expected to surpass the 20 trillion yuan mark. 4. Automobiles | Chinese automakers top the global automobile industry innovation rankings for the first time. In terms of announcements leaning towards positive outlook, Jiangsu Chinagreen Biological Technology Group with a first-quarter net profit growth of 7014% is worth noting; on the downside, attention should be paid to Cubic Digital Technology which will be delisted tomorrow, and so on. Announcements leaning towards the positive side: 1. Zijin Mining Group: Net profit for the first quarter was 20.079 billion yuan, a year-on-year increase of 97.50%. 2. Jiangsu Chinagreen Biological Technology Group: Net profit in the first quarter increased by 7014%, with a significant increase in sales price of needle mushroom. 3. Guangdong Mingzhu Group: Net profit for 2025 was 1.84 billion yuan, a year-on-year increase of 3243.47%. 4. Henan Zhongfu Industrial: Net profit increased by 257% in the first quarter, with increased sales volumes of electrolytic aluminum and aluminum processing. 5. Hangzhou Cable: Net profit increased by 280% in the first quarter, with substantial rise in sales price of optical fibers. Announcements leaning towards the negative side: 1. Greenland Holdings Corporation: Adjusted the annual performance forecast for 2025, expecting a net loss of 26 to 26.5 billion yuan. 2. Muyuan Foods: Net loss of 1.215 billion yuan in the first quarter, mainly due to reduced income from the decline in pig prices. 3. Wens Foodstuff Group: Net loss of 1.07 billion yuan in the first quarter, turning into a loss year-on-year. 4. Fujian Qingshan Paper Industry: Third-largest shareholder Fujian Energy Group reduced holdings of 4.5 million shares of the company. 5. Cubic Digital Technology: The company's stock will be delisted and removed from the market on April 22nd. This article is reproduced from "Tencent Self-selected Stocks", edited by Li Fo for GMTEight.