Evening hotspots of A shares | NDRC holds a heavyweight symposium! Computational power network and others will benefit from construction

1. Key to the construction of the "Six Networks"! National Development and Reform Commission holds heavyweight forum According to the National Development and Reform Commission, on the morning of June 16, the Director of the National Development and Reform Commission, Zheng Zhijie, presided over a forum. At the forum, companies, based on their production and operation situations, freely discussed the planning and construction of the water network, new energy network, computing power network, next-generation communication network, urban underground pipeline network, and logistics network. Zheng Zhijie stated that the next step will be to strengthen the planning and construction of the "Six Networks", enhance the coordinated advancement of multiple networks, effectively utilize various government funds and new policy-based financial tools, strengthen land, environmental assessment, and other factor guarantees, maintain a balance between quality and efficiency, accelerate implementation, promote the completion of more physical work, deepen the construction of a unified national large market, regulate local investment attraction behaviors, advance the opening of competitive areas in infrastructure to operating entities on a fair basis, improve the long-term mechanism for private enterprises to participate in major project construction, actively attract social capital to participate in the construction of the "Six Networks", and effectively stimulate private investment vitality. 2. SpaceX surges by 17%! Total market value surpasses Microsoft, ranking as the world's fourth largest market value company, Musk makes another big move On June 16, as of 22:09, SpaceX's increase further expanded to 17%, with a total market value exceeding Microsoft's, ranking as the world's fourth largest market value company, reaching $2.97 trillion. In the previous two trading days, it surged over 19%, with a cumulative increase of over 42%. The latest news shows that SpaceX once again places a heavy emphasis on the field of artificial intelligence. SpaceX has signed a final merger agreement with Anysphere, the developer of the AI programming tool Cursor, and will complete the acquisition through an all-stock transaction. The implied valuation of Cursor in this transaction is as high as $60 billion. Market analysis believes that this acquisition signifies that SpaceX is accelerating its transformation from a space manufacturer to an "AI + space" integrated technology platform. 3. Favorable sudden attack! Four departments issue major announcements, will the $11 trillion ocean economy track accelerate? According to CCTV News, the Ministry of Human Resources and Social Security, the Ministry of Natural Resources, the National Development and Reform Commission, and the Ministry of Transport recently issued a notice, proposing to research and implement the "Blue Collar Craftsman" cultivation plan and the "Land-based Going-sea" plan, supporting advanced technologies in the field of artificial intelligence, new materials, advanced manufacturing, biomedicine, and other land fields to apply to the ocean. The "China Ocean Economy Statistical Bulletin for 2025" shows that the national ocean production value in 2025 is 11.018 trillion yuan, a 5.5% increase over the previous year. China Galaxy Securities believes that in the high-quality sub-sectors of the ocean economy, attention should be paid to high-end shipbuilding and marine equipment. The proportion of high-value-added products such as green ships, methanol fuel ships, and deep-sea operation equipment will determine the company's profit elasticity and valuation space. The deep-sea wind power and submarine cable industry chain are also important directions, and incremental space will come from deep-sea, floating wind power, and flexible DC transmission links. The smart ocean and digital ocean economy also have strong growth attributes, including underwater optical cables, underwater sonar, ocean data platforms, and digital twin oceans. 4. Deutsche Bank significantly raises shipment forecast for Siasun Robot & Automation's humanoid robots: doubling to 50,000 units by 2026 Deutsche Bank has significantly raised its shipment forecast for the global market of humanoid robots and automation of Siasun Robot & Automation. The research report released on Monday pointed out that due to the accelerated mass production by Chinese manufacturers and Tesla's push for large-scale production, the humanoid robot and automation market of Siasun Robot & Automation has shown clear signs of scaling. Based on this, their team has raised the global market forecasts for the years 2026 to 2029: the global shipment volume will reach nearly 50,000 units by 2026, further increasing to about 700,050 units by 2030, and reaching a long-term target of up to 7 million units by 2050. 5. Storage dividends spread to "non-AI": prices of two types of memory double within the year According to the latest research by TrendForce, the continuous inclination of major memory manufacturers towards high-value products such as HBM and high-density 3D NAND has squeezed the mature production capacity reliant on NOR Flash and SLC NAND. However, stable demand has driven cumulative contract price increases of over 100% for NOR Flash and SLC NAND by the first half of 2026. As suppliers do not have plans for large-scale capacity expansion, it is estimated that prices of the two products will continue to rise in the second half of the year due to tight supply and demand. 6. SK Hynix Rumored to Propose a Trillion Won Shareholder Returns Plan: Official Response On the evening of June 16, in response to market rumors about "SK Hynix's proposed trillion won shareholder return policy," SK Hynix responded by stating that they are exploring various options to enhance shareholder value, but the company has never discussed the specific details of the shareholder return scale mentioned in the reports. Previously, the Maeil Business Newspaper reported that SK Hynix plans to launch a massive shareholder return policy totaling 1 trillion won in the fourth quarter of this year, including measures such as stock buybacks and cash dividends. This move has been interpreted by the outside world as a significant strategic move by SK Group Chairman Choi Tae-won, aiming to elevate the company's position and valuation in the global capital market through large-scale shareholder returns. 7. China Central Clearing Company: Intends to reduce the settlement service fee for market makers from a 20% discount to a 25% discount for trading through market-making On June 16, the China Central Government Debt Registration and Clearing Corporation announced a public solicitation of opinions on further reducing the settlement service fees for market makers. According to relevant work requirements of the regulatory authorities, in order to further reduce the settlement costs for market makers, the China Central Government Debt Registration and Clearing Corporation has decided to further reduce the settlement service fees for transactions of securities traded through market-making from a 20% discount to a 25% discount. The identification and recognition of real market-making transactions by market makers shall be based on the market-making transaction data transmitted to the company by the foreign exchange trading center. The preferential measures will be effective from July 1, 2026, to December 31, 2028. In terms of announcements that the market is paying attention to, the computing power sector is highlighted. 1. Supporting the high-quality development of artificial intelligence, the computing power network initiates a trillion-level investment cycle According to CCTV News, the explosive growth of artificial intelligence is leading to an exponential increase in the demand for computing power. Computing power is an important manifestation of a country's comprehensive national strength, and China's total computing power capacity has risen to second place globally. The National Bureau of Statistics stated that the next step will be to stimulate the demand for computing power throughout society, encourage more dispatch service entities to join, effectively play the role of platforms, and truly empower various industries with computing power. Direct investments in the computing power network, including information equipment and civil engineering, will reach a trillion-level. Shanghai Securities analysis believes that the construction of the computing power network will directly benefit computing power infrastructure operators, super node machine manufacturers, and computing power scheduling platforms. The transition of tokens from a "technical concept" to a "consumer commodity" will promote the evolution of AI into a universal service, creating a positive cycle of "more users - more token consumption - higher demand for computing power - greater investment in computing power infrastructure". In addition, the following sectors are also worth paying attention to: 2. Glass Substrate | TSMC announces a glass substrate development plan to its supply chain, revealing technical progress for the first time. 3. Commercial Aerospace | China successfully launched the Practice 31 satellite. 4. Steel | The steel circulation industry is "anti-inside-job", with over 40 commercial associations nationwide calling for an end to price wars. In terms of positive announcements, GMTEight suggests paying attention to Suzhou Dongshan Precision Manufacturing's plan to invest $1.2 billion in a photonics project, and in terms of negative announcements, they highlight that INNOVATIVE DATA will end its listing. Positive Announcements 1. Metallurgical Corporation of China: Contract value of 304.67 billion yuan for January-May 2026 2. Suzhou Dongshan Precision Manufacturing: Subsidiary plans $1.2 billion investment in photonics and photon module expansion projects 3. Unigroup Guoxin Microelectronics: Application for acquisition of 100% equity of Ruineng Semiconductor accepted by the Shenzhen Stock Exchange 4. BGI Genomics: Plans to repurchase company shares for 2.5 billion to 5 billion yuan 5. China Suntien Green Energy Corporation: Controlling shareholder Guofu Fund plans to increase its stake by no more than 0.5% Negative Announcements 1. INNOVATIVE DATA: Company's stocks will be delisted 2. Gansu Huangtai Wine-Marketing Industry: Controlling shareholder Zhao Mantang under investigation by the China Securities Regulatory Commission for suspected violations of disclosure regulations 3. Yuanshang Shares: Company and related responsible persons receive a warning letter from the Guangdong Securities Regulatory Bureau 4. Zhejiang Wazam New Materials: Controlling shareholder Huali Group to sell 564,200 shares 5. Fuda Alloy Materials: Largest shareholder and concerted action person plan to reduce their stake by no more than 3% This article was retrieved from "Tencent Self-selected Stocks", edited by GMTEight: Jiang Yuanhua.