SZSE SME Strategic Emerging Industries Index (399642) News

No physical AI business operations and no business cooperation agreement related to the 2026 FIFA World Cup! AI application concept stock surges for fourth consecutive trading day, issues abnormal price movement announcement | After-market announcements r

Liliang Diamond: Plans to invest RMB 1.028 billion in a diamond functional materials project, focusing on high-end applications such as thermal management materials and optical materials.

cls.cnJun 10 20:25

An iconic national car model has fallen from its pedestal.

Categories have become increasingly marginalized.

wallstreetcnJun 10 19:46

AI Reshapes Energy Storage: Leading Companies Rush to Launch Agents; Industry Optimistic About Three Core Use Cases

① Multiple companies have launched AI Agents or energy operating systems integrated with AI, marking the materialization of AI + energy storage; ② The electricity spot market has entered a new phase of minute-level high-frequency trading, and the transition of energy storage from automated execution to autonomous intelligent decision-making represents the critical leap for AI + energy storage; ③ Companies indicated that demand for AI + energy storage is primarily concentrated in three scenarios: IDC data centers, commercial & industrial energy storage, and microgrids.

cls.cnJun 10 10:36

Who’s cornering this year’s top-performing stocks? Reshaping the A-share landscape amid the tech wave

① There are now 204 listed companies on the A-share market with a market capitalization exceeding RMB 100 billion, of which 79 are high-tech enterprises, accounting for 38.7%. ② Among the 88 companies with a market capitalization growth rate exceeding 50%, 24 are high-tech enterprises, representing 27.27%. ③ Seven companies based in Suzhou have surpassed the RMB 100 billion market capitalization threshold: Dongshan Precision, Tianfu Communications, Wus Printed Circuit, Hengtong Optic-Electric, Lianxun Instruments, Centec Communications, and RoboCore.

cls.cnJun 10 10:36

Twenty companies have expanded production this year, with investments exceeding RMB 80 billion! The PCB industry chain is rushing to capitalize on the AI boom, but a surge in high-end capacity—expected to come online in two to three years—may face a major

① Since the beginning of this year, 20 A-share listed companies in the PCB sector have announced capacity expansion plans, including framework agreements and indicative investments, with total planned investments exceeding RMB 80 billion. ② The PCB industry is currently experiencing structural supply-demand tightness, with key bottlenecks including insufficient high-end production capacity, companies increasingly expanding upstream, and efforts within the industry to address critical 'chokepoint' segments.

cls.cnJun 10 09:06

Cailian Press Auto Morning Brief [June 10]

① The Ministry of Commerce is advancing the development of a recycling and utilization system for solid waste generated by the 'new three categories'; ② Guangdong Province: By the end of 2027, the province will have built over 3 million charging facilities cumulatively, meeting the charging demand of more than 8 million new energy vehicles; ③ Shanghai has adjusted its vehicle trade-in subsidy policy to an immediate lottery system.

cls.cnJun 10 08:58

Morning Brief by Xiao K | Guangdong: Encourages development of integrated solar-power-storage-charging infrastructure; Anthropic releases new Mythos series models

① Samsung and SK Hynix are reportedly set to announce investment plans in Korea; ② Deutsche Bank: The semiconductor inventory rebound reflects front-loading rather than weakening demand; ③ Biwin Storage: Signed a $1.861 billion enterprise-grade NAND flash memory chip procurement contract.

cls.cnJun 10 07:56

Sci-Tech Innovation Board Evening Report | Biwin Storage Signs $1.861 Billion Procurement Contract; E-Show Silicon Plans to Participate in Acquisition of 60% Equity Stake in Jinglong Semiconductor

① Gridsum DeepView: Does not directly engage in physical AI-related products or business; ② Nanxin Pharmaceutical: Effective June 11, the stock ticker will be changed to “ST Nanxin”; ③ Semiway Microelectronics: During the period of abnormal stock price fluctuations, controlling shareholders Zhao Jianhua and Ge Weiguo engaged in share sales; ④ Novogene: The basis for its inclusion on the U.S. Department of Defense’s Section 1260H list is entirely inconsistent with the facts.

cls.cnJun 9 21:05

USD 1.861 billion! Memory sector dark horse signs massive long-term procurement agreement | Selected After-Hours Announcements

A leading memory chip stock signed a long-term procurement order worth USD 1.86 billion; the global new energy vehicle leader responded to being placed on a U.S. related list; a CXO giant plans a RMB 1 billion share repurchase...

Golden10 DataJun 9 20:54

Breaking News! Two shareholders of a leading electronic fabric concept stock, valued at RMB 180 billion, plan to collectively reduce their holdings by no more than 3% of the company's shares | Post-Market Announcement Summary

BIWIN Storage: Signed a Significant Routine Operating Procurement Contract Worth USD 1.8608 Billion

cls.cnJun 9 20:33

Multiple major broad-based index rebalancings will take place this Friday, adding leading solar and semiconductor stocks, affecting ETF assets totaling nearly RMB 700 billion.

① The adjustments to major broad-based indices, including the CSI 300 and CSI A500, will take effect after the market closes this Friday, with the total assets under management of all ETFs tracking these indices amounting to RMB 693.452 billion; ② Multiple indices have seen an increase in their 'technology content,' as key companies in sectors such as memory storage, optical communications, wafer foundry, and photonic chips have been added to several broad-based indices.

cls.cnJun 9 17:50

[Data Snapshot] Over RMB 800 million in funds flowed into liquid-cooled server stocks favored by retail investors, with top-tier speculative traders heavily positioned in TCL Zhonghuan.

① Liquid-cooled server stocks rallied collectively, with Envicool surging by the daily limit. It saw net institutional buying of RMB 340 million from three institutions and RMB 373 million from Shenzhen-Hong Kong Stock Connect, while CICC’s Shanghai branch purchased RMB 168 million. ② TCL Zhonghuan, a semiconductor silicon wafer stock, hit the daily trading limit today, with three speculative funds collectively buying RMB 476 million and one speculative fund selling RMB 70 million.

cls.cnJun 9 17:25

At BYD's shareholder meeting attended by over a thousand people, approximately half were vehicle owners! Chairman Wang Chuanfu stated: 'The volatile period in the first quarter has passed, and performance will continue to improve going forward.'

On June 9, the Qidi Hall at BYD’s headquarters in Shenzhen was filled to capacity. This conference hall, which has hosted numerous major strategic announcements for BYD, welcomed the largest shareholder meeting in the company's history, with nearly 1,000 shareholders attending in person—a new record high. At the meeting, BYD’s Secretary to the Board, Li Qian, noted that approximately half of the attendees were BYD vehicle owners.

Securities TimesJun 9 17:16

The Embodied Intelligence Industry Expo is approaching, industry policies are being rolled out intensively, and these stocks have frequently attracted institutional research visits.

The 2026 Shanghai International Embodied Intelligence Industry Expo will be held in Shanghai from July 2 to 4.

cls.cnJun 9 16:06

SemiAnalysis In-Depth Report: Unitree Will Dominate the Global Robotics Industry

SemiAnalysis regards Unitree as a paradigmatic Chinese hardware giant following BYD and DJI. The G1 humanoid robot has a bill-of-materials cost of just $8,976 and a pre-tax selling price of $27,300, yielding a gross margin of as high as 67%. In-house development of actuators reduces component costs to 30–40% of those of comparable Western products. Combined with the flywheel effect of China’s supply chain—capable of weekly iterations—Unitree is leveraging the proven cost-reduction trajectory from its quadrupedal robots to bring humanoid robots out of the lab and into real-world material-handling applications.

wallstreetcnJun 9 11:11

Overseas orders for photovoltaic companies remain robust, and analysts expect the industry chain to achieve profitability for the year.

① In recent years, international demand for China's photovoltaic (PV) products has continued to grow steadily. In April this year, monthly module exports surged by 267% year-on-year. ② Yao Yao, Chief Analyst for New Energy and Power Equipment at Guojin Securities, previously projected that anti-'involution' policies in 2026 could accelerate the exit of outdated production capacity, enabling the PV industry chain to return to annual profitability.

cls.cnJun 9 08:00

AI is diverting memory production capacity, causing automotive chip prices to surge by 180%, prompting Chinese new energy vehicle makers to raise prices collectively.

Amid dual pressures—AI computing demand crowding out memory production capacity and rising automotive intelligence driving up demand—prices of automotive-grade memory chips have surged by approximately 180% in three months. Rapid upstream cost pass-through to the end market has already prompted more than ten Chinese new energy vehicle manufacturers to raise prices or reduce discounts, with increases ranging from RMB 2,000 to RMB 6,000.

wallstreetcnJun 9 00:16

Intelligent agents accelerate vehicle integration, and cabin-driving convergence enters a critical positioning phase.

Redraw spheres of influence.

wallstreetcnJun 8 23:32

Pricing anchor for fixed-price private placements quietly shifts as multiple listed companies change pricing benchmark to the first day of the offering period

① In recent days, several listed companies—including Baosteel Group Xinjiang Bayi Iron & Steel Co., Ltd. (formerly *ST Baogang), Jinmei Technology, and Jifeng Technology—have revised their private placement financing plans, switching from fixed-price offerings to pricing based on the first day of the issuance period, which better reflects secondary market conditions; ② Market participants noted that with fixed-price private placements, significant stock price fluctuations between the announcement of the proposal and the actual issuance could create arbitrage opportunities, and adopting the first day of the issuance period as the pricing benchmark aligns with the market-oriented direction of refinancing.

cls.cnJun 8 19:49

More than half of listed automakers reported year-on-year sales growth in May; CPCA: market still holds growth potential

① According to data released by the Passenger Car Association, national passenger vehicle retail sales in May totaled 1.51 million units, down 22.1% year-over-year but up 9.2% month-over-month; ② Sales figures for May from 13 A/H-listed automakers compiled by Cailian Press show that seven of them reported year-over-year growth, accounting for more than half; ③ The full-year decline in domestic passenger vehicle retail sales is expected to narrow to 11%, indicating the market still holds recovery potential.

cls.cnJun 8 18:45