SSE Utilities Sector Index (000041) News

Latest portfolio adjustments by insurance-linked private funds: Honghu Series Funds reduced holdings in Shaanxi Coal Industry, newly entered positions in Kweichow Moutai and Wuliangye, and Taiping Zhiyuan expanded its portfolio to nine stocks.

① Honghu Fund reduced its stake in Shaanxi Coal Industry and newly entered positions in Kweichow Moutai, Wuliangye, and ICBC; ② Taiping Asset Management’s Zhiyuan portfolio established new positions in Zoomlion, Anhui Conch Cement, Western Mining, and seven other stocks; ③ Sunshine Holdings placed bets on specialty steel and chemical sectors, while Taikang invested in Hong Kong-listed expressway companies and Taiping selected leading traditional Chinese medicine firms; ④ Investment strategies are anchored on two main themes—high-dividend yield stocks and consumer sector leaders—with overall allocations still confined to traditional, legacy growth drivers.

cls.cnJun 1 20:17

Shanghai doubles down on 'future industries,' accelerating controlled nuclear fusion through dual-driven 'capital + industry' synergy.

① Shanghai State-owned Capital Investment Co., Ltd. is facilitating ecological collaboration between enterprises in Shanghai’s fusion industry chain and China Fusion Corporation, fully leveraging China Fusion Corporation’s role as the chain leader to achieve deep integration with Shanghai’s fusion industry chain. ② Dongsheng Fusion’s first-generation experimental device, “Chenguang,” is scheduled to begin assembly in March next year, with installation targeted for completion by the end of next year followed by commissioning. Shanghai Superconduct is expected to exceed 4,000 kilometers in full-capacity production by 2026.

cls.cnJun 1 08:29

Trading volume neared RMB 30 billion for the day! BOE Technology Group Co., Ltd. (BOE A) posted consecutive daily trading limits, and several stocks featured on the Dragon & Tiger List have appeared frequently recently, with these trading seats becoming r

① Today, BOE Technology Group Co., Ltd. (BOE A) surged by the daily trading limit, with a total trading volume of nearly RMB 30 billion, setting a new historical record. ② From a capital flow perspective, Shenzhen-Hong Kong Stock Connect, institutional investors, and multiple speculative trading seats all appeared on BOE A’s dragon-and-tiger list today. ③ Among stocks featured on the dragon-and-tiger list over the past five trading days, those in the electronics and machinery equipment sectors were relatively more numerous.

cls.cnMay 22 17:43

Trading halt lifted for leading stock in memory chip concept; to resume trading tomorrow | After-market announcement roundup

BOE Technology Group Co., Ltd.: It is expected that businesses such as glass-based packaging substrates will not have a material impact on the company's operating performance over the next two to three years.

cls.cnMay 21 20:22

Four securities firms appear on Changxin's shareholder list, with hundreds of billions in unrealized gains reshuffling rankings—equivalent to creating one and a half 'China Merchants Securities'.

① According to Changxin Technology's prospectus, four securities firms—China Merchants Securities, Huaan Securities, CITIC Securities, and CICC—hold indirect stakes in the company. ② Based on Changxin Technology’s estimated valuation of RMB 3 trillion, China Merchants Securities stands to realize an unrealized gain of nearly RMB 20 billion, while Huaan Securities exceeds RMB 10 billion, significantly boosting both firms’ net profits. ③ The earnings contribution from this equity investment is expected to propel China Merchants Securities into the top three among securities firms by profitability and help Huaan Securities break into the industry’s top ten.

cls.cnMay 21 09:55

This Week's Dragon and Tiger List Review: Nearly 300 Stocks Made the List—Which Seats Have Become 'Regulars'?

①A total of 286 stocks appeared on the Longhu Bang list this week, of which 230 were non-ST stocks. ②The number of stocks in the electronics, machinery equipment, electric power equipment, and basic chemical industries was relatively high, with the four sectors accounting for 48.3% combined. ③In terms of specific stocks, Chuangda New Materials, CSSC Special Gases, Shunjing Technology, and Tongda Shares each appeared on the list five times.

cls.cnMay 17 11:18

The market is expected to continue its short-term upward fluctuation trend, with a focus on structural rotation opportunities within the technology sector.

Track the entire lifecycle of the mainline sector.

cls.cnMay 14 09:16

Optical Fiber Bull Stock Clarification: The Company Has No Business Relationship with NVIDIA! | After-Hours Announcement Highlights

Optical fiber stock urgently clarifies no connection with NVIDIA! Stock with five limit-up days in seven trading sessions issues risk warning; pharmaceutical giant announces its holding subsidiary has signed an exclusive option agreement.

Golden10 DataMay 13 21:02

No business relationship with NVIDIA whatsoever! A 33 billion yuan fiber-optic concept stock releases clarification announcement | Post-market announcements summary

China Jushi: Plans to invest 4.431 billion yuan in building a production line project for 50,000 tons of electronic yarn and 320 million meters of electronic cloth annually

cls.cnMay 13 20:42

The market has entered a consolidation phase at high levels, with capital focusing on core sectors such as electric power and optical communications.

Track the entire lifecycle of the mainline sector.

cls.cnMay 13 09:11

Two controlling persons of the CRO giant are under investigation by the CSRC! | Selected After-Hours Announcements

Two controlling shareholders of a CRO giant have been investigated by the CSRC! A well-known liquor company announced that its actual controller has changed to the Municipal Finance Bureau; a wind power giant urgently clarified that its shareholder is not a popular male star...

Golden10 DataMay 12 21:06

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

Up to 1818% Increase! Giant Lithium Miner's Q1 Net Profit Soars | Post-Market Announcement Highlights

The net profit of a lithium mining giant is expected to increase by up to 18 times year-on-year; the pricing for the transfer of shares by a major shareholder of the battery industry leader has been finalized; a computing power chip subsidiary of a major AI stock received an additional investment of 550 million yuan...

Golden10 DataApr 20 20:58

Central state-owned enterprises are to take the lead! The State-owned Assets Supervision and Administration Commission held a promotion meeting on the low-altitude economy industry, emphasizing the need for coordinated infrastructure planning.

① Multiple central state-owned enterprises participated, including the Aviation Industry Corporation of China, China Electronics Technology Group Corporation, China Telecom, and China Southern Power Grid; ② The meeting emphasized that central enterprises should further elevate their political stance and deeply recognize that developing the low-altitude economy is a strategic measure to help shape new international competitive advantages and better support and safeguard national security; ③ Analysts predict that 2026 may become an accelerated year for the construction of the low-altitude economy.

cls.cnApr 16 14:39

STAR Market Daily | Biwin Storage Q1 turns loss into profit; Rongbai Technology plans to invest in building LFP precursor production capacity.

①Dingtong Technology's Q1 net profit increased by 52% year-on-year, driven by strong demand for 112G and 224G products and bulk deliveries of liquid cooling solutions; ②Canrui Technology plans to repurchase shares worth between 16 million yuan and 32 million yuan for employee stock ownership or equity incentives; ③Nami Technology intends to raise no more than 710 million yuan through a private placement.

cls.cnApr 15 21:04