Domestically produced robots become a new calling card for China's foreign trade, and the robotics sector is entering a favorable window for strategic deployment.

①According to customs statistics, in the first quarter of this year, the total export value of various separately listed 'robots' reached 11.32 billion yuan, with products being exported to 148 countries and regions worldwide. ②Guojin Securities pointed out that Tesla's supply chain is expected to complete the construction of a large number of mass production lines in the first half of the year and commence large-scale production in August. The world is set to enter a 'robot arms race'.

cls.cnMay 8 07:57

JPMorgan: Is Gold Priced at $4,600 Really Expensive?

JPMorgan pointed out that, according to the traditional model (fair value of $1,000-$1,900), gold is significantly overvalued, but this does not mean it is "wrong"—the high premium reflects a rational pricing of geopolitical risks, damaged U.S. dollar credibility, and the failure of the 60/40 portfolio. The real drivers of the rally—the "century rebalancing" of Western pension funds into gold and stagflation trades—have yet to kick in, and $4,600 may be a worthwhile "insurance premium" to pay.

wallstreetcnMay 7 13:48

China's battery production has set new historical peaks for three consecutive months, and lithium prices are expected to remain strong.

①According to survey data from the top 20 battery manufacturers conducted by the Datong Times Think Tank, the total planned production volume of China's lithium battery market (energy storage + power + consumer) in May 2026 is approximately 249GWh, marking a 6.0% increase from the previous month. China’s battery production has set new historical peaks for three consecutive months. ②Huaxi Securities noted that demand and cost factors will provide solid support at the price bottom, and it is expected that lithium carbonate prices will remain strong in the short term.

cls.cnMay 7 08:05

Up to 5 Billion Yuan! A Major Baijiu Giant Unveils Massive Share Buyback Plan | Post-Market Announcement Highlights

A leading baijiu company plans to spend up to 5 billion yuan to increase its stock holdings; a major listed securities firm intends to fully acquire the equity of a local brokerage; and a semiconductor materials enterprise has achieved three significant breakthroughs and secured orders... What are the noteworthy announcements after today's market close?

Golden10 DataMay 6 21:10

Shanghai's second-hand home online signing volume in April hits a 10-year high for the same period; the real estate sector may see structural recovery.

①Including Suzhou, which announced eleven measures on May 2 to further stabilize and promote the healthy development of the real estate market, multiple regions such as Shenzhen, Guangzhou, Tianjin, and Wuhan have introduced new policies aimed at stabilizing the property market. ②Data shows that in April, the cumulative online signing volume of second-hand homes in Shanghai reached 28,742 units, hitting a ten-year high for the same period, continuing the warming trend since the beginning of the year.

cls.cnMay 6 07:43

This company signs a major computing power service contract with a maximum value of 19 billion yuan | Post-market announcement highlights

Jinli Huadian: Plans to purchase equity in Zhongke Xiguang; trading suspension begins on May 6.

cls.cnMay 5 19:12