GuShiio.com ① Wang Yi: Taiwan’s only name in the United Nations is Taiwan Province of China. ② China’s central bank increased its holdings of gold for the fourth consecutive month. ③ The three major U.S. stock indexes collectively closed up, with most popular Chinese stocks rising. ④ National Health Commission: Parental subsidies will be issued this year. ④ ByteDance issued an anti-corruption notice: 353 people were dismissed and 39 people were held criminally responsible.
macro news
1. The Third Session of the 14th National People’s Congress held a press conference yesterday. Wang Yi, member of the Political Bureau of the CPC Central Committee and Foreign Minister, said that the one-China principle is the political foundation of Sino-Japanese relations. It has been 80 years since Taiwan returned to China, and there are still people in Japan who do not reflect on. We must warn these people that instead of advocating that Taiwan is in trouble and Japan is in trouble, it is better to remember that using Taiwan to cause trouble is to cause trouble for Japan. Wang Yi said that the only name for the Taiwan region in the United Nations is the Province of China Taiwan. Taiwan has never been a country. It was not in the past and it will be absolutely impossible in the future.
2. China and Ukraine signed two protocols on the export of Ukrainian agricultural products to China in Kiev, the capital of Ukraine, on the 6th, opening a channel for Ukrainian peas and wild aquatic products to enter the China market. China’s Ambassador to Ukraine Ma Shengkun met with Kovali, Minister of Agricultural Policy and Grain of Ukraine, in Kiev on the same day. On behalf of the General Administration of Customs of China, Ma Shengkun signed the “Protocol on Plant Quarantine Requirements for the Export of Peas from Ukraine to China” and the “Protocol on Inspection, Quarantine and Hygiene Requirements for the Export of Wild Aquatic Products from Ukraine to China” with Tkachuk, Director of the Ukrainian Food Safety and Consumer Protection Agency.
3. Lei Haichao, director of the National Health Commission, pointed out at the open group meeting of the Jiangsu delegation at the Third Session of the 14th National People’s Congress on March 7 that population issues are still an important issue that requires in-depth and dynamic research. Parental subsidies will be issued this year, and the National Health Commission is working with relevant departments to draft an operation plan for relevant childcare subsidies.
4. The People’s Bank of China held a video conference on the 2025 survey and statistics work on March 5. The meeting requested that we make every effort to promote the implementation of the statistical work of the “five major articles” of finance to accurately reflect the effectiveness of the transformation of the real economy. Continue to do a good job in statistical monitoring of financing platform debt and efficiently support the prevention and resolution of local debt risks.
5. Statistics from the State Administration of Foreign Exchange show that as of the end of February 2025, my country’s foreign exchange reserves were US$3.2272 billion, an increase of US$18.2 billion from the end of January, an increase of 0.57%.
6. The spokesperson of the Ministry of Commerce answered questions from reporters on the white paper “Control of Fentanyl Substances in China.” The Ministry of Commerce said that the white paper fully stated that the US’s 20% tariff increase on China products on the grounds of fentanyl is groundless and is a typical act of protectionism, unilateralism and bullying. China urges the United States to correct its wrong practices, view and handle its own fentanyl problem objectively and rationally, and not blindly “shirk the blame”.
industry news
1. On March 7, the central bank disclosed data showing that China’s gold reserves at the end of February were 73.61 million ounces, compared with 73.45 million ounces at the end of January, marking the fourth consecutive month of increased holdings of gold.
2. Shanghai City State-owned Assets Supervision and Administration Commission held a meeting of district State-owned Assets Supervision and Administration Commission leaders. Ma Xiaobin, deputy director of the State-owned Assets Supervision and Administration Commission of Shanghai City, pointed out that the next step is to adjust the layout and structure of the state-owned economy, improve the efficiency of state-owned capital allocation, and accelerate the revitalization of existing resources. It is necessary to deepen the reform of state-owned enterprises, accelerate the reform of functional missions and systems and mechanisms, actively promote the lowering of the focus of reform, and ensure that reform measures are not discounted at the grassroots level.
3. The Ministry of Housing and Urban-Rural Development and the State Administration for Market Regulation have recently put forward further requirements for promoting the renewal and renovation of old residential elevators, deploying various localities to provide ultra-long-term special treasury bonds to support the renewal of old residential elevators. Currently, ultra-long-term special treasury bonds have been launched nationwide. Supported the renewal of 36,000 elevators.
4. The National Energy Administration’s Rural Revitalization Leading Group held its first meeting in 2025 on March 5. The meeting emphasized the need to consolidate and improve the level of rural power security, encourage qualified places to build public charging and replacing facilities, and solidly promote the rural energy revolution. Pilot projects and the “Thousands of Villages and Thousands of Villages Action to Control Wind” and “Thousands of Villages” Action to Baze Light “.
5. According to statistics from the Shenzhen Housing Association, in February 2025, 4858 second-hand houses were recorded in Shenzhen, a month-on-month increase of 3.9% and a year-on-year increase of 102.5%. In February 2025, a total of 1992 new pre-sale units were sold in Shenzhen, a month-on-month decrease of 54.1% and a year-on-year increase of 101.2%. Among them, 1666 residential units were sold, a month-on-month decrease of 58.0% and a year-on-year increase of 105.4%.
6. Recently, Guizhou Province Tourism Industry Development Group Co., Ltd. issued a notice on its official Mini programs that “Guizhou Province promotes the activities of tourists outside the province to come to Guizhou for residence and consumption” stating that people registered outside Guizhou who buy houses in Guiyang and other places can be eligible to purchase Moutai liquor first at a price of 1499 yuan/bottle. The specific amount is increased according to the purchase price, with a cap of 48 bottles. In response, a reporter from Cailian called the company’s customer service. The staff said that the above activity was true and was just launched yesterday. However, the activity page has now been offline, and follow-up activity information or adjustments will be launched again.
7. Beijing City’s work plan to promote artificial intelligence education in primary and secondary schools was released. Starting from the fall semester of 2025, primary and secondary schools in the city will carry out artificial intelligence general education, with no less than 8 class hours per school year to achieve full popularization of primary and secondary school students. Schools can set up artificial intelligence courses independently, or they can integrate them with courses such as information technology (information technology), general technology, science, comprehensive practical activities, and labor. Focus on cultivating 100 professional teachers and 1000 key teachers in the field of artificial intelligence education in Beijing City in batches, radiating and driving all teachers.
company news
1. Ziguang announced that it plans to issue H shares and list them on the Hong Kong Stock Exchange.
2. ByteDance issued an anti-corruption notice internally. Throughout 2024, ByteDance dismissed a total of 353 employees who violated regulations and handed over 39 employees to judicial authorities for criminal responsibility.
3. Orient Group announced that the company has a major risk of forced delisting in violation of laws and regulations.
4. Shanghai Silicon Industry announced that it plans to purchase minority interests and other assets, and shares will resume trading next Monday.
5. Yongan Bank announced that the actual controller is planning the transfer of the company’s shares and the shares will be suspended from next Monday.
6. Dongpeng Beverage announced that its net profit in 2024 will increase by 63% year-on-year, with a plan of 25 yuan per 10 shares. On the same day, the company announced that it planned to issue H shares and list them on the main board of the Hong Kong Stock Exchange.
7. Zhongke Tongda announced that it plans to purchase a 100% stake in Xinghe Beihai, and its stock will be suspended from next Monday.
8. New Cape announced that although smart campus AI products and solutions have been implemented, they will not have a significant impact on the company’s performance for the time being.
9. Rejing Biotech announced that related businesses such as bioinnovative drugs are independently operated by joint ventures, and related businesses are characterized by large R & D investment and high R & D risks.
10. Meili Technology announced that the company’s springs used in humanoid robots are in the stage of small batch sampling and will have no significant impact on performance in the short term.
11. Xiechuang Data announced that it plans to purchase servers from multiple suppliers, and the total amount is expected to not exceed 3 billion yuan.
12. Hainan Huantie announced that the signed computing power service contract has a long term and there are related risks during the performance process.
global market
1. The three major U.S. stock indexes closed up collectively. The Dow rose 0.52%, down 2.37% this week; the Nasdaq rose 0.7%, down 3.45% this week; the S & P 500 index rose 0.55%, down 3.1% this week. Most popular Chinese stocks closed higher, with the Nasdaq China Golden Dragon Index rising 0.47%, and rising 4.93% this week.
2. The settlement price of WTI crude oil futures rose 1.02% to US$67.04/barrel, down 3.9% this week; the settlement price of Brent crude oil futures rose 1.19% to US$70.36/barrel, down 3.36% this week. COMEX gold futures closed down 0.3% at US$2,917.7 per ounce, up 1.76% this week;COMEX silver futures closed down 1.27% at US$32.915 per ounce, up 3.82% this week.
3. Non-agricultural employment in the United States increased by 151,000 in February, which fell short of market expectations; the U.S. unemployment rate in February was 4.1%, which was estimated to be 4%, compared with the previous value of 4%.
4. Federal Reserve Chairman Powell said that the Federal Reserve does not need to rush to adjust interest rates; uncertainty about the impact of the Trump administration’s policies remains high; and it will not overreact to one or two economic data that exceed expectations.
5. U.S. President Trump said that new tariffs will be imposed on Canadian wood and dairy products as early as the 7th, including a 250% equivalent tariff on dairy products.
