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

Power semiconductors see a wave of price hikes! AI data centers emerge as the primary driver, with industry insiders predicting that supply-demand tensions will persist in the short term.

①Power semiconductor manufacturers at home and abroad have issued price increase notices intensively, with a general increase of 10% to 25%; ②The surge in demand for AI data centers is squeezing the capacity of 8-inch mature process nodes, and TrendForce predicts that the supply-demand tension will persist for 6 to 12 months; ③NVIDIA's 800V high-voltage DC architecture has driven new demand for silicon carbide and gallium nitride. Domestic manufacturers are already capable of applying these technologies in the AI field, and companies both domestically and internationally are expanding production capacity intensively.

cls.cnMay 13 12:57

Report: Hon Hai has begun early shipments of all-optical CPO cabinets to NVIDIA and significantly raised its shipment targets.

According to reports, Hon Hai Group's all-optical CPO switch cabinets have been delivered to NVIDIA ahead of schedule, with supply so tight that even display units are completely sold out. The shipment target has been significantly revised upward from the initial goal of over 10,000 units by 2026 to exceeding 50,000 units between 2026 and 2027. Given that the gross margin for CPO is in the double digits, far surpassing traditional contract manufacturing, the company forecasts this business will become a core driver for upgrading Hon Hai's profit structure.

wallstreetcnMay 13 09:50

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.

Golden10 DataMay 13 09:04

The solid-state battery industry summit is approaching, with the industrialization process continuing to advance, and these stocks frequently being surveyed by institutions.

The 3rd AEPT Solid-State Battery Industry Summit and the 2026 Starting Point Solid-State Battery Technology Forum will be held in Shanghai from June 16 to 17, 2026.

cls.cnMay 12 17:55

What does SMIC's acquisition approval signify? The curtain rises on semiconductor industry consolidation.

① SMIC's asset acquisition through share issuance was approved at the meeting on May 11, marking the largest transaction in the STAR Market to date; ② The process from acceptance to approval took only 75 days, signaling the beginning of consolidation in the semiconductor industry; ③ After receiving final registration approval from the CSRC, all transactions are expected to be completed within 2026.

cls.cnMay 12 10:07