The 'hidden corners' of energy storage face major challenges: New national standards drive demand for module-level safety, with leading companies deploying aerosol-based thermal solutions.

① Frequent fire accidents in energy storage stations have turned safety issues from 'ancillary requirements' into a matter of life and death for the industry; ② The official implementation of GB/T51048-2025 is driving structural changes in the energy storage fire protection sector, with further enhanced regulatory requirements for fire-extinguishing products; ③ Since 2026, multiple energy storage projects in Shanghai, Inner Mongolia, and other regions have begun adopting aerosol-based fire suppression solutions, indicating an emerging trend of technological substitution within the industry.

cls.cnMay 6 17:43

Latest Holdings Update of the Social Security Fund! In Q1, it Newly Entered the Top 10 List of Tradable Shareholders for 282 Stocks, with Shengong Development Receiving the Most Additions.

① Following the completion of the Q1 earnings reports of A-share listed companies, the Social Security Fund has newly entered the top ten list of circulating shareholders for 282 individual stocks; ② Among them, Shengnong Development saw the largest number of new holdings by the Social Security Fund, reaching three institutions; ③ Attached is a list of A-share stocks with the largest increase in institutional holdings by the Social Security Fund in Q1 (see appendix).

cls.cnMay 3 07:50

A 358% surge year-to-date! The global AI chip industry is being bottlenecked by helium shortages!

Global helium supply is tightening, continuously driving up spot prices. The destruction of facilities in Qatar and export controls imposed by Russia have cut approximately 40% of the global helium supply within six weeks. Domestic spot prices surged 175% in a single week, with cumulative increases reaching 358% year-to-date. Helium is an irreplaceable cooling medium for EUV lithography and is critically relied upon for advanced nodes below 7nm. The shortage has raised chip production costs and is silently eroding yields for advanced nodes. If the crisis persists, production capacity for cutting-edge processes and the supply chain for AI chips will face further disruptions.

wallstreetcnApr 27 18:01

Warnings of continuously rising oil prices have emerged, but why has the U.S. stock market remained unfazed?

Oil prices have experienced significant volatility due to the situation in Iran, yet US equities have defied the trend by reaching new record highs—this rare 'decoupling' phenomenon is underpinned by a strong earnings season and option structures that have created a 'paper prosperity.' However, market breadth has narrowed to its lowest level since the dot-com bubble, with the VIX climbing back above 20. The entire rally is based on the single assumption that 'conflicts will eventually be resolved.' Should a ceasefire collapse, this sandcastle will crumble.

wallstreetcnApr 23 14:27

The integration of computing and electricity is entering a period of intensive policy support, with the potential for accelerated implementation of source-grid-load-storage integration and direct green power connections.

①Zhang Yunming, Vice Minister of the Ministry of Industry and Information Technology (MIIT), stated that the MIIT is currently conducting policy research and standard formulation for the coordination of computing power and electricity. ②Zhang Yunming emphasized that efforts will be made to guide the orderly construction of computing infrastructure based on demand, promote the coordinated layout of green electricity and computing power, and advance the full coverage of automated monitoring for computing resources. ③Influenced by the above news, the green electricity concept collectively surged today.

cls.cnApr 21 14:50

Reform of the Independent Director System in Progress: The Investor Service Center Publicly Nominates an Independent Director for Dongbei Group, Transitioning from Individual Case Exploration to Batch Practice

① The Investor Service Center nominated Zhu Feng as an independent director candidate to the board of Dongbei Group and publicly solicited voting rights from all shareholders regarding the proposal on the election of independent directors; ② To date, the Investor Service Center has successfully promoted five cases of public nomination of independent directors, involving companies such as First Medicine, Shangfeng Cement, China Southern Power Grid Energy Storage, Xinbo Shares, and Sansteel MinGuang. The nominated independent directors include industry experts and accounting professionals.

cls.cnApr 21 09:19