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Jin10 Data Compilation: A-share Pre-market News Express (2026-07-01)
Important News
1. Ministry of Industry and Information Technology and eight other departments: build 50k industrial 5G private networks by 2030.
2. CSRC: Continue to crack down on fraud complicity, increase enforcement, and resolutely dismantle the fraud ecosystem.
3. Ministry of Finance: From January to May, total profits of state-owned and state-holding enterprises nationwide increased by 3.5% year-on-year.
4. National Space Administration: China will establish a ground-space collaborative monitoring system for near-Earth asteroids.
5. Ministry of Foreign Affairs: China and Europe are partners, not rivals; the essence of China-EU economic and trade cooperation is mutual benefit and win-win.
Stock News
1. Cambricon: If upstream raw material prices continue to rise in the future, it may have an adverse impact on the company's operating performance.
2. Yisheng: Estimated net profit for the first half of 2026 will increase by 4287%-4774% year-on-year, with white-feathered broiler business volume and price rising together.
3. Yongtai Technology: Estimated net profit for the first half of the year will increase by 351%-461% year-on-year, with core lithium battery materials such as lithium hexafluorophosphate, VC, and electrolyte experiencing volume and price increases.
4. Kaifa Technology: The company's HBM technology is still in the R&D stage and is not expected to generate related sales revenue and profits in the short term.
5. BOE A: The company's glass-based substrates have been sampled to some domestic customers, and some customers have passed concept certification and entered the technical testing stage.
6. Taichenguang: Corning GlassBridge and MPO have complementary functions, which will reshape rather than weaken the MPO market space.
7. Yuanjie Technology: The company's products are mainly used in the optical communication field, and their demand is easily affected by the development trends of the downstream telecom market and data center market.
8. Sidike: MLCC release film has recently passed Murata's supplier qualification, and subsequent sampling verification will continue to be promoted.
9. Anjie Technology: Plans to acquire 51% equity of Suzhou Zhifeng in cash, and the acquisition target's main products include optical module chip bases, etc.
10. Sifangda: Plans to issue shares to raise no more than 2 billion yuan for diamond drill needle industrialization projects, etc.
11. Jiechuang Intelligence: Plans to issue shares to raise no more than 50k yuan for intelligent computing cloud service center construction projects, etc.
12. Delong Laser: TGV-related products have formed sales, but currently this equipment accounts for a relatively small proportion of the company's total revenue.
13. Jinhong Gas: High-purity carbon dioxide has passed the third round of testing by SK Hynix and has entered the formal supply stage.
14. Tongyou Technology: Plans to issue shares to raise no more than 1 billion yuan for AI full-scenario enterprise storage systems and SSD R&D center construction projects, etc.
15. Zhongkuang Resources: Wholly-owned subsidiary Jiangxi Zhongkuang Lithium Industry temporarily suspends production for maintenance.
16. Caitong Fuxin Fixed Opening Hybrid: Will be suspended for the entire day on July 1, 2026.
17. 3 days 2 boards Laibao High Tech: Glass-based panel-level substrate products are currently only in the pre-research stage and have not yet been commercialized.