A-share pre-market report | Lithium mining performance spikes! Four industry leaders increased by more than 10 times, and commercial aerospace received another heavy catalyst.

Pre-Market News 1. The performance of listed companies in the lithium battery industry chain has exploded! 4 companies saw their net profits increase by more than 10 times in the first quarter. Category: Company Sentiment Impact: Positive On April 27th, several A-share companies in the lithium battery industry announced that their first quarter net profits increased by over 10 times year-on-year. Among them, Tianqi Lithium Corporation's first quarter net profit increased by 1699% year-on-year, mainly due to a significant increase in the selling prices of lithium products compared to the same period last year; Guangzhou Tinci Materials Technology's first quarter net profit increased by 1006% year-on-year, mainly due to the rise in prices and sales volume of lithium ion battery materials during the reporting period; Hunan Yuneng New Energy Battery Material's first quarter net profit increased by 1338% year-on-year, and YOUNGY Co., Ltd.'s net profit increased by 1296%. 2. US stocks have mixed performance, with S&P and Nasdaq hitting new highs, Nvidia, Intel, and three major storage stocks also reaching new highs. Category: Market Sentiment Impact: Positive US stocks closed with mixed performance on Monday, with both the S&P and Nasdaq hitting new highs. The Federal Reserve will hold a monetary policy meeting this week. Several tech giants will announce their financial reports this week. Popular tech stocks rose, with Nvidia surging 4% to close at a historic high of $216.61, with a market value exceeding $5.2 trillion, Intel rising by 2.97% to reach a new high. The three major storage stocks - Sandisk rose by 8.11%, Micron Technology rose by 5.6%, Seagate Technology rose by 1.64%, all reaching new highs. 3. Ministry of Finance: Appreciates Moody's decision to maintain China's sovereign credit rating and revise the outlook to "stable" Category: Macro Sentiment Impact: Positive Recently, officials from the Ministry of Finance were interviewed about Moody's decision to maintain China's sovereign credit rating at "A1" and revise the outlook to "stable," expressing appreciation for Moody's decision. This decision reflects Moody's high recognition of the strong resilience of China's macroeconomy and fiscal strength under external shocks, as well as the new momentum and progress in China's high-quality economic development. 4. National Development and Reform Commission: Prohibits foreign acquisition of Manus project Category: Company Sentiment Impact: Neutral On April 27th, the National Development and Reform Commission announced... Investment Calendar State Council Policy Briefing Investment Tips Investment Tip: We are successful not because we are good at solving problems, but because we are good at avoiding problems. We just do simple things. -Charlie Munger Institutional Views 1. Huaxi: US-Iran tensions remain the primary variable suppressing risk appetite, A-share stock games, defensive strategies lead. 2. Orient: The Sci-Tech 50 Index soared, with the semiconductor sector contributing significantly, AI computing power, data centers, etc. are worth paying attention to. 3. Zhongtai: Short-term market may still face fluctuations, but no systemic downturn risk, focus on tech industry opportunities on dips. Positive and Negative Prospects 1. National Space Administration Roundtable: Prospective layout of new formats such as space computing power and space manufacturing Category: Policy Focus Zhongtai: China's commercial aerospace industry is transitioning from the "exploration and validation" stage to the "growth and explosion" period. It is expected that during the "14th Five-Year Plan" period, with the continuous improvement of the policy system and precise empowerment of the capital market, there will be a dual breakthrough in rocket high-frequency launches and satellite mass production. 2. BASF Raises Prices of Plastic Antioxidants and Light Stabilizers, with a Maximum Increase of 25% Category: Market Hot Discussion Sealand: The chemicals sector is entering the hitting zone, optimistic about the global supply counter-cyclical big cycle, optimistic about the global AI demand big cycle. With the arrival of the peak season for chemicals, the focus will be on the upward demand as a key marginal variable, focusing on opportunities in demand, value, and supply. 3. National Energy Administration: Policies related to the direct connection of multiple users to green electricity will be released, promoting the orderly development of green fuels Category: Policy Focus Huatai: NDC hard constraints anchor the carbon peak target, with the bottom line of green electricity demand clear by 2035. Policies reshape the supply and demand pattern of green certificates, with the scarcity of tradable green certificates continuing to be highlighted. Green electricity operators and high-energy-consuming leading enterprises direct connection to green electricity will benefit. Announcement Express Positive Announcements 1. Tianqi Lithium Corporation: Q1 net profit of 1.876 billion yuan, a year-on-year increase of 1699.12% 2. Anhui Tongguan Copper Foil Group: Q1 net profit increased by 2138% year-on-year, due to an increase in the selling price of copper foil products. 3. Yuanjie Semiconductor Technology: Q1 net profit increased by 1153% year-on-year, with an increase in sales of CW light source products. Negative Announcements 1. Citic Niya Wine: Facing delisting risk alert due to touching financial delisting indicators. 2. Shandong Linglong Tyre: Q1 net profit was 16.8935 million yuan, a year-on-year decrease of 95.04%. 3. Zhejiang Zhongjian Technology: Under investigation by the Securities Regulatory Commission for suspected violations of disclosure regulations. Overseas Markets Tip from a Self-selected Brother: Market attention is focused on the stagnant Iran nuclear talks and the situation in the Strait of Hormuz. The three major indexes closed mixed, with Nasdaq and S&P 500 hitting new closing highs. Most popular tech stocks rose, with Nvidia up by 4%, Sandisk up by 8.11%, Micron Technology up by 5.6%, all reaching new highs; most popular Chinese stocks declined, with Alibaba falling by 2.43%. This article is reprinted from "Tencent Self-selected Stocks," GMTEight Editor: Xiao Yi Chen.