Pre-Market News Highlights for A-Share Market (2026-05-13)
Mini Program: Pre-Market News Highlights for A-Share Market 1. MSCI China Index Adjustment: 22 New Inclusions MSCI (Morgan Stanley Capital International), an international index compiler, announced the results of its quarterly index review for May 2026. The adjustments will take effect after the market close on May 29. Notably, the MSCI China Index has added 22 new stocks, including Guangku Technology, Changfei Optical Fiber, and Shengke Communications. Meanwhile, NetEase Cloud Music, O-Film Tech, Goodix Technology, Meitu, and Gongniu Group are among the 24 stocks removed from the index. 2. Foreign Investors Increase Holdings in Chinese Assets, with Rising Equity Values.
Tianzhou-10 successfully launched! A 6.3-ton 'space delivery' is on its way. Which A-share companies are supporting the 'spacecraft'?
① The Tianzhou-10 cargo spacecraft was successfully launched; ② Currently, multiple A-share listed companies are directly involved in the core supporting projects of the manned space program; ③ The concept of a strong space-faring nation has been incorporated into the national "Five-Year Plan" for the first time, with dual progress being made in space station applications and manned lunar missions.
[Data Insights] Northbound capital collaborates with speculative funds to chase popular commercial aerospace stocks; multiple sources of capital engage in fierce competition over Guangxun Technology.
① The commercial aerospace sector collectively surged, with Aerospace Development hitting the daily limit. Guotai Haitong Securities' Wuhan Ziyang East Road branch purchased 3.06 billion yuan, while Shenzhen-Hong Kong Stock Connect bought 0.59 billion yuan. ② CPO-related stock Accelink Technologies hit the daily limit, continuing to set a new all-time high. Two institutions purchased 2.02 billion yuan, Guotai Haitong Securities' Wuhan Ziyang East Road branch bought 2.06 billion yuan, while two institutions sold 1.81 billion yuan and Shenzhen-Hong Kong Stock Connect sold 6.5 billion yuan.
Market Data: Institutions and retail investors jointly purchased Juliu Suoji, while multiple capital sources collaborated to aggressively buy China Great Wall.
① The popular commercial aerospace stock Juliu Suogu surged to the daily limit in the closing session, with purchases of 2.23 billion yuan from three institutional investors. Additionally, the Wuhan Ziyang East Road branch of Guotai Haitong Securities bought 2.05 billion yuan. ② China Great Wall, a concept stock in the computing power chip sector, achieved its third consecutive daily limit, with three institutions purchasing 2.61 billion yuan. Meanwhile, Shenzhen-Hong Kong Stock Connect acquired shares worth 2.61 billion yuan, and a speculative capital account (Huafu Securities Nanjing Shengtai Road) purchased 1.75 billion yuan.
Shanghai's commercial aerospace sector is on the verge of significant developments.
Leveraging policy support, industrial foundations, as well as advantages in technology, talent, finance, and capital, the development space for Shanghai's commercial aerospace sector continues to expand. Whether it can seize the industry's commanding heights and establish a globally leading advantage in the future is highly anticipated over the long term.
Review of Q1 Earnings Reports for the Sci-Tech Innovation Board’s PCB Sector: Over 70% of Enterprises Report Dual Growth in Revenue and Net Profit; AI Computing Power Drives Expansion of High-End Production Capacity
①Nanyaflex New Materials stated that its RMB 900 million private placement application has been accepted and will be used for the construction of high-end, high-frequency, high-speed copper-clad laminate production capacity based on AI computing power, among other projects; ②Some industry analysts believe that if the growth of terminal demand such as AI cloud services and large model training slows down, a significant amount of high-end PCB capacity currently planned will begin operations between 2026 and 2027. At that time, the supply-demand dynamics of the industry may reverse, leading to intensified price competition within the sector.