June 16 A-share Pre-market News

Mars Finance News, June 16 – Pre-market Highlights:

1. Reportedly, U.S. President Trump and Vice President Pence have signed the U.S.-Iran Memorandum of Understanding, and the Speaker of the Iranian Islamic Parliament has also signed.
2. The Artificial Intelligence Research Institute of the China Academy of Information and Communications Technology, the Key Laboratory of AI Large Models and Hardware/Software Evaluation of the Ministry of Industry and Information Technology, and the China Artificial Intelligence Industry Development Alliance (AIIA) Model Service (MaaS) Working Group will jointly hold the "High-Quality Token Service Seminar" in Beijing on June 16.
3. Domestic GPU company Shanghai Suiyuan Technology Co., Ltd.'s Sci-Tech Innovation Board IPO has been approved by the listing committee, with the company planning to raise 6 billion yuan.
4. Yuexin Semiconductor passed the review yesterday; the company is the first unprofitable enterprise to go public on the Growth Enterprise Market (GEM) after the reform in April this year, and also the first wafer manufacturing company on the GEM.
5. Channel vendors report that the shortage of MLCC specifications is no longer limited to MLCCs for AI; most key specifications are in high demand. This MLCC shortage is expected to continue until 2027 or even 2028, potentially surpassing the 2018 passive component shortage.
6. According to reports, a market leader at a domestic copper foil manufacturer stated that their HVLP4 generation computing copper foil, specially designed for AI servers and high-speed optical modules, has orders scheduled through the second half of 2027.
7. Supply chain sources reveal that as TSMC and its partners actively expand advanced packaging capacity, the supply-demand gap for CoWoS is expected to narrow significantly from about 20% currently to around 10% by the end of 2026, with further improvement anticipated in 2027.
8. According to monitoring by the Buy Chemical Plastics Research Institute, as of June 9, the price of 99.999% pure tungsten hexafluoride in China was 1,670–1,810 yuan/kg, a 232.7% increase from 523 yuan/kg last year.
9. According to the China Aerospace Science and Technology Corporation First Academy, its Communication Research Team, in collaboration with Shanghai Aerospace Electronic Co., Ltd., has achieved a phased breakthrough in core electromagnetic regulation technology, successfully developing a functional sample of super-surface electromagnetic regulation technology. Meanwhile, the team has reduced the production cost of high-end satellite communication and millimeter-wave communication terminals from tens of thousands to thousands of yuan.
10. The China Nuclear Industry Group's Physical and Chemical Engineering Research Institute announced on the 15th that Chinese scientists have made a key breakthrough in stable isotope enrichment and high-purity silicon production, successfully achieving autonomous mass production of silicon-28 with an abundance exceeding 99.99%, with key product indicators reaching international advanced levels. This scientific breakthrough will provide strong support for China’s independent development of silicon-based quantum computing chips.
11. China State Shipbuilding Corporation's special gases division stated on the interactive platform that rumors about signing long-term supply agreements with TSMC are false; they are still negotiating supply plans with relevant clients.
12. EVE Energy Co., Ltd. announced that it expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 3.13 billion and 3.371 billion yuan, a year-on-year increase of 95% to 110%.
13. On the 15th, Cyrus Group Vice President Kang Bo released a video showcasing "Xiao Sai," the humanoid robot. Kang Bo also revealed that Cyrus has more embodied intelligent robots in preparation, which will be officially unveiled within this year.
14. Lian Micro issued a product price adjustment notice, stating that from June 15, the prices of all power chip products will be increased by 10%–15%.
15. NVIDIA issued investment-grade bonds for the first time in five years, with over three times oversubscription, raising $25 billion.
16. Elon Musk recently stated that his rocket company SpaceX might achieve $1 trillion in revenue by 2030. (Tech Stock Treasure Report)