GuShiio.com ① It will take some time for demand to recover, and the mismatch pattern of supply and demand for building materials continues;
②3 Lianban Tongda Electric stated that the company’s business with BYD has not changed and it does not involve supplying it with smart driving products related to market hotspots;
③ Trump signed an executive order imposing a 25% tariff on all steel and aluminum exports to the United States.
Introduction:Cailian invested in lightning rods on February 11. Recently, potential risk events in A-shares and overseas markets are as follows. Domestic economic information includes: 1) It will take time for demand to recover, and the mismatch pattern between supply and demand for building materials continues;2) Shanghai Gold Corporation announced that precious metal prices have continued to fluctuate significantly recently, and market risks have intensified; the company’s key concerns include: 1) 8 Lianban Xinju Network warns of risks, and the IT operation and maintenance agent business has not yet generated revenue;2) 3 Lianban Tongda Electric said that the company’s business with BYD has not changed and it does not involve supplying it with smart driving products related to market hotspots; Key concerns in overseas markets include: 1) Trump signed an executive order imposing a 25% tariff on all steel and aluminum exports to the United States;2) the first LNG vessel in nearly a year crossed the Red Sea.
economic information
1. According to statistics from Zhuochuang Information, social inventories of construction steel continue to accumulate in 40 leading cities across the country. As of February 6, data shows that social inventories of construction steel are 7.578 million tons, an increase of 2.0895 million tons from the previous year. Compared with the same period last year, a decrease of 20.87%; according to statistics from production enterprises, the inventory of sample enterprises was 2.9769 million tons, an increase of 1.0979 million tons from the previous year, and a decrease of 2.62% from last year. At present, the fundamentals of supply and demand are in a state of increasing output, accumulating inventories, and slow recovery of demand. The mismatch pattern between supply and demand continues.
2. The Shanghai Gold Exchange announced that there are many uncertain factors affecting market operations in the near future. Precious metal prices continue to fluctuate significantly and market risks have intensified. All member units are requested to prepare risk emergency plans, maintain smooth market operation, remind investors to do a good job in risk prevention, reasonably control positions, and invest rationally.
3. WeChat Coral Security issued an announcement on the disposal of illegal short drama Mini programs (February 2025). Recently, through inspections and reviews, the platform found that some short drama Mini programs had behaviors such as failure to comply with the play, bad value-oriented content, or infringement. According to relevant regulations, the platform has removed some illegal short dramas and disposed of relevant illegal Mini programs.
Company warning
1 and 8 connected board Xinju Network: The IT operation and maintenance agent business has not yet generated revenue.
2. 3 Connected Board Tongda Electric: The company’s business with BYD has not changed, and it does not involve supplying it with smart driving products related to market hotspots.
3. Yifei Laser: Shareholder Yibo New Energy plans to reduce its shareholding by no more than 3% of the company’s shares.
4. Evert: Shareholders plan to reduce their shares by no more than 3%.
5. Juchen Shares: Shareholders Beijing Luojia and Wuhan Luojia plan to jointly reduce their shares by no more than 3%.
6. Sanyuan Gene: Shareholders plan to reduce their holdings by no more than 2.4 million shares.
7. Neusoft Carrier: Controlling shareholders and some senior executives plan to reduce their shares in the company by no more than 1.073%.
8. Huamao Logistics: Directors and senior executives plan to reduce their shares in the company by no more than 258,700 shares.
9. Transfer to communications: Controlling shareholders, actual controllers and some senior executives plan to reduce their holdings of no more than 9.2189 million shares in total.
10. United Optoelectronics: Shareholders plan to reduce their shares in the company by no more than 2% in total.
11. Aikedi: Shareholders plan to reduce their shares in the company by no more than 1%.
12. Mingde Biotech: Director Wang Jianfei plans to reduce the company’s shares to no more than 13113 shares.
13. Fujia Shares: Shareholders Ying Ying and Liao Wankui plan to reduce their shares by no more than 0.08%.
14. Airport shares: CDB Finance plans to reduce its holdings by no more than 1% of the total share capital.
15. Yum Intelligent: Gong Weining, one of the controlling shareholders and actual controllers, plans to reduce the company’s shares by no more than 1%.
16. Yuntian Lifei: At present, the company has no business cooperation with Deep Search.
17. 2 Lianbanjishi Media: The company and Beijing Digital Institute have only reached preliminary cooperation intentions, and there are uncertainties in the subsequent cooperation model and the specific business development model between the two parties.
18 and 5 connected board Zhejiang Dongfang: The company has not directly or indirectly invested in Hangzhou In-depth Artificial Intelligence Basic Technology Research Co., Ltd.
19. Trina Solar: filed a lawsuit in court over a patent dispute, involving an amount of approximately 1.058 billion yuan.
20 and 4: The company does not directly or indirectly hold equity in Hangzhou Deep Search Artificial Intelligence Basic Technology Research Co., Ltd.
21. Wanshun New Materials: Shiyou Technology products are connected to DeepSeek’s large model services have little impact on the company’s performance.
22. *ST Xintong: The company’s shares may be terminated from listing.
23. Borland: Some businesses are connected to DeepSeek’s related model, and related income accounts for a very small proportion of the company’s operating income.
24 and 4 connected board Qingyun Technology: Some of the company’s products have been connected to DeepSeek, but the company has not signed a service cooperation agreement with DeepSeek.
Overseas warning
1. U.S. President Trump signed an executive order on February 10 local time, announcing a 25% tariff on all steel and aluminum imported into the United States. Trump also said on the same day that there were “no exceptions or exemptions” to the relevant requirements.
2. With the easing of the situation in the Middle East, a ship called Salalah LNG recently became the first liquefied natural gas (LNG) carrier to pass through the Red Sea in nearly a year. This transit marks an improvement in the security situation in this key sea channel. Prior to this, in order to avoid attacks by Houthi forces, Qatar, one of the region’s major liquefied natural gas suppliers, decided to avoid the Red Sea and forced all LNG ships destined for Europe and the United States to divert routes, which meant longer routes and more expensive freight costs.
3. On Monday (February 10), before the U.S. stock market, McDonald’s announced disappointing quarterly results. Sales from its U.S. restaurants dragged down the company’s overall performance. The report shows that McDonald’s recorded revenue of US$6.388 billion in the fourth quarter of 2024, lower than market expectations of US$6.44 billion and US$6.406 billion in Q4 in 2023. Among them, same-store sales at McDonald’s U.S. operations fell 1.4%, exceeding Wall Street expectations for a 0.6% decline. Analysts believe that this decline was partly caused by the E. coli contamination of burgers in some McDonald’s restaurants in the United States in late October last year.
