GuShiio.com ① Domestic battery-grade lithium carbonate has fallen for 3 consecutive days, with a cumulative drop of 1080 yuan in the past 5 days;
② Jiaxing Lanchi and Tianjin Lanchi, shareholders of 20CM 6 connected board Qingyun Technology, reduced their shares by 1.3% from February 6 to February 11;
③ The core consumer price index in the United States increased by 3.3% year-on-year in January, with an estimated 3.1%.
Introduction:Cailian invested in the lightning rod on February 13. Recently, potential risk events in A-shares and overseas markets are as follows. Domestic economic information includes: 1) Dashang Securities and Zhengshang Securities fell more and less at night, and caustic soda fell more than 3%;2) Domestic battery-grade lithium carbonate fell for 3 consecutive days, and a cumulative drop of 1080 yuan in the past 5 days; The company’s key concerns include: 1) Jiaxing Lanchi and Tianjin Lanchi, shareholders of 20CM6 Connected Qingyun Technology, reduced their shares by 1.3% in the company’s shares from February 6 to February 11;2) Liaoning Chengda plans to dispose of A-share shares that do not exceed 3% of the total share capital of GF Securities; Key concerns in overseas markets include: 1) The three major U.S. stock indexes closed mixed, with Meta recording 18 consecutive gains on the daily line;2) The U.S. core consumer price index in January increased by 3.3% year-on-year, with an estimated 3.1%.
economic information
1. The Dashang Stock Exchange and Zhengzhou Stock Exchange closed at night, with more declines and less gains. Caustic soda fell more than 3%, PX, soybean II, etc. fell more than 1%, staple fiber, methanol, etc. fell slightly; corn, soda, etc. rose more than 1%, and iron ore, rapeseed oil, etc. rose slightly.
2. The latest quotation from Shanghai Nonferrous Metals Network shows that on February 12, the price of domestic battery-grade lithium carbonate fell by 100 yuan to 76,500 yuan/ton, falling for three consecutive days, and a cumulative decline of 1080 yuan in the past five days.
Company warning
1. 10-board new torch network: The company’s IT operation and maintenance agent business is in the research and development stage and has not yet generated revenue.
2. 8 connected board Meg Intelligence: The company has no business dealings or equity relationship with DeepSeek Development Company.
3. 7 Connected Zhejiang Dongfang: The company has not directly or indirectly invested in Hangzhou In-depth Artificial Intelligence Basic Technology Research Co., Ltd.
4. 20CM6 Connected Board Express Technology: No service cooperation agreement has been signed with DeepSeek.
5.6 Lianlian Zhejiang Digital Culture: There is no direct or indirect equity relationship with DeepSeek.
6. Tianli Lithium Energy: Shareholder Fude Fund plans to reduce its shareholding by 4.55%.
7. China Xidian: Shareholder General Electric Singapore plans to reduce its shareholding by no more than 3%.
8. Jinguan Electric: Shareholders holding more than 5% of the shares plan to reduce their shares in the company by no more than 3%.
9. Cologne New Materials: Shareholder Heen Weiye and concerted action Xinyu Binghong plan to reduce their shares by no more than 2%.
10. Hope Shares: Specific shareholders are established to plan to reduce their holdings by no more than 430,000 shares.
11. Kaizhong Precision: The controlling shareholder and deputy general manager plan to reduce their shares in the company by no more than 2.04%.
12. Zhewen Film: Miao Jinyi, director and co-general manager, plans to reduce the number of shares by no more than 11 million.
13. Jade Bird Fire Protection: Controlling shareholder Peking University Jade Bird Huanyu plans to reduce its shareholding by no more than 2.72%.
14. Gao Ling Information: Shareholders plan to reduce their shares in the company by no more than 1.29% in total.
15. Shanwaishan: Shareholder Zhuhai Xiuheng plans to reduce the company’s shares by no more than 2.92%.
16. Liaoning Chengda: It plans to dispose of A-shares that do not exceed 3% of the total share capital of GF Securities.
17. 20CM6 Connected Board Qingyun Technology: Shareholders Jiaxing Lanchi and Tianjin Lanchi reduced their shares by 1.3% in the company’s shares from February 6 to February 11.
18. *ST Rendong: The company’s shares may be terminated from listing.
19. *ST Zhongrun: The listing of the company’s shares may be terminated.
20. 2 Connected Board Jinyun Laser: The income from IP derivatives operating business accounts for a small proportion of the company’s total operating income.
21. Borui Data: The new generation of core products have been connected to and applied DeepSeek related models, but have not yet generated performance revenue.
22. Xincheng Holdings: The contracted sales amount in January 2025 was approximately 1.017 billion yuan, a year-on-year decrease of 72.45%.
23.2 Lianban Wippeg: No service cooperation agreement has been signed with DeepSeek.
Overseas warning
1. The three major U.S. stock indexes closed mixed, with the Nasdaq up 0.03%, the S & P 500 down 0.27%, and the Dow down 0.5%. Intel rose more than 7%, setting a new close high since December last year; Tesla rose more than 2%, ending a five-game losing streak on the daily line. Netflix and Apple rose more than 1%, while Meta rose slightly, recording 18 consecutive gains on the daily line, and its stock price continued to hit new highs. Amazon and Nvidia fell more than 1%, while Microsoft and Google fell slightly. Pharmacy chain CVS rose about 15%, its best one-day performance since 1999.
2. The settlement price of international crude oil futures fell more than 2%. WTI March crude oil futures closed down US$1.95, or 2.66%, at US$71.37/barrel. Brent April crude oil futures closed down US$1.82, or 2.36%, at US$75.18/barrel.
3. The core consumer price index in the United States increased by 3.3% year-on-year in January, estimated at 3.1%, and the previous value was 3.2%. In January, the core consumer price index increased by 0.4% month-on-month, with an estimated 0.3%, compared with the previous value of 0.2%. Following the release of inflation data, traders now expect the Fed to reduce policy easing.
