K-linePoet

Aojing Medical Announcement: One of the company's original actual controllers, Mr. Cui Fuzhai, has passed away. His shares are jointly inherited by his spouse, Ms. Huang Wanlan, and his daughter, Ms. Helen Han Cui (Cui Han).
After the equity change, the company's actual controllers are changed to Ms. Huang Wanlan, Ms. Helen Han Cui (Cui Han), and Mr. Eric Gang Hu, collectively acting in concert holding 20.48% of the voting rights.
This change will not have a significant adverse impact on the company.

Potential Hengxin Announcement, 2025 operating revenue of 714 million yuan, a year-on-year increase of 46.88%. Net profit of 43.4823 million yuan, a year-on-year increase of 182.33%. The company's profit distribution plan approved by the board of directors this time is: based on 320 million yuan, distribute a cash dividend of 0.5 yuan (including tax) for every 10 shares to all shareholders, issue 0 bonus shares (including tax), and transfer 0 shares to all shareholders for every 10 shares from capital reserve.

ETFs close mixed at midday, Hong Kong Stock Connect 100 ETF (513900) leads with a 5.19% increase, S&P Oil & Gas ETF (159518) rises 4.01%, S&P Oil & Gas ETF (513350) up 3.96%, Breeding ETF (159867) falls 3.19%, Innovative Drug ETF (517380) drops 3.18%, Grain ETF (159698) declines 3.14%.

Huadian New Energy disclosed that in Q1 2026, the power generation volume was approximately 32.92B kWh, a year-on-year increase of 21.25%, of which wind power was 17.99B kWh with a growth rate of 3.46%, and photovoltaic was 11.93B kWh with a growth rate of 22.10%.
New installed capacity in Q1 was about 3.1136 million kW, with Sichuan adding 460.5k kW, Inner Mongolia 300k kW, and Shandong 295.3k kW.

Huadian New Energy announced that revenue for the first quarter of 2026 is 10.59B yuan, a year-on-year increase of 9.96%; net profit is 2.06B yuan, a year-on-year decrease of 29.44%.

The Inter-Parliamentary Union announced that at its 152nd Assembly, Anda Philip was elected as the new Secretary General, succeeding Martin Chungong, whose term ends in June 2026. Anda has been a member of the Inter-Parliamentary Union since 2003 and has served as the spokesperson for the Romanian Ministry of Foreign Affairs, a chargé d’affaires with ambassadorial rank at the embassy in the United States, and a permanent representative in Geneva and other locations. Founded in 1889 and headquartered in Geneva, the Inter-Parliamentary Union is a long-established and highly influential international parliamentary organization.

Today, Shanghai nickel prices fell, with prices remaining stable across the board. The discount for some brands has slightly narrowed. Trading activity is still relatively low: there are some inquiries, but actual trading volumes are not very encouraging. Merchants continue to face ongoing shipment pressure. It is also reported that Indonesian smelting companies’ profits are not good. While they receive some support from high costs, INSG forecasts a nickel market supply shortage this year. After a brief period of passive price increases, prices adjust again. Demand does not appear to bring much of a boost. London inventories remain at a high level; although they have declined somewhat in recent days, overall pressure has not eased much. Today, Jinchuan’s manufacturers, following developments in the market, slightly lowered their ex-factory prices by 300 yuan/ton compared with the previous day. (SHMET)

The open meeting of the United Nations Security Council held in New York focused on "Cooperation between the United Nations and the Arab League." China's Permanent Representative Fu Cong emphasized that Middle East issues should be primarily resolved through political means, supporting Arab countries to play a greater role and to de-escalate the situation. Force is not the solution; regional solutions are more effective. The international community should strengthen communication and coordination with the Arab League, promote prevention and mediation efforts, and the Security Council should pay attention to the Arab League's opinions and support regional approaches to resolving regional issues.

Recently, Kehua Data and Gudu Technology officially reached a deep strategic partnership. According to Kehua Data, both parties will collaborate comprehensively on high-reliability computing support and intelligent decision-making system construction in industrial scenarios. (Jiemian News)

The Turkish parliament has passed a bill prohibiting minors under the age of 15 from using social media, which will take effect six months after signing and publication. Minors are not allowed to register accounts, and platforms must establish age verification and content regulation mechanisms. Parents can manage accounts, supervise in-app purchases, and restrict screen time. The bill was proposed by the ruling party and is expected to be approved by President Erdoğan.

As of now, the total trading volume of ETFs across the two markets is 299.24B yuan.
By category, stock ETFs have a trading volume of 60.2 billion yuan, bond ETFs 191.02B yuan, money market ETFs 17.6B yuan, commodity ETFs 8.15B yuan, and QDII ETFs 15.58B yuan.
Among these, the non-money market ETFs with the highest trading volumes are A500 ETF (563360), A500 ETF (512050), and A500 ETF (159352), with trading volumes of 4.3B yuan, 3.72B yuan, and 3.65B yuan, respectively.

Stock index futures closed in the early morning session, with main contracts falling across the board. The CSI 300 stock index futures (IF) main contract dropped 0.41%, the SSE 50 stock index futures (IH) main contract fell 0.54%, the CSI 500 stock index futures (IC) main contract declined 0.47%, and the CSI 1000 stock index futures (IM) main contract decreased 0.56%.

Trump announces that former Florida Attorney General Bondi will no longer serve as Attorney General, transitioning to the private sector, with Deputy Attorney General Todd Blanche acting as Attorney General. The public has long expressed dissatisfaction with Bondi's handling of the Epstein files and her failure to effectively combat Trump's political opponents. The House Committee on Oversight and Government Reform issued a subpoena to her, requesting a closed-door interview regarding the Epstein case, scheduled for April 14. Although Bondi previously attended a hearing, she was unable to quell bipartisan concerns.

On April 23rd, ByteDance officially released the next-generation 3D generation large model with higher precision—Seed3D 2.0. According to the introduction, this model adopts a MoE architecture, utilizing sparse expert routing to increase the number of model parameters and resolution while controlling inference computation, enabling the model to generate richer texture details and more accurate metal-roughness boundaries. Currently, the Seed3D 2.0 technical report has been made public, and the API is now available on Volcano Engine. (Sina Finance)

U.S. President Trump claimed on social media the evening of the 2nd that the U.S. military “has not yet begun destroying what remains in Iran,” adding that it will next strike Iran’s bridges and power plants. Earlier on the 2nd, Trump posted a video on social media saying that the airstrikes destroyed Iran’s “largest bridge,” pressuring Iran to “reach an agreement” with the United States. Iran’s Foreign Minister Hossein Amir Abdollahian (Araghchi) responded that damaging civilian facilities would not force Iran to surrender. Previously, Trump had repeatedly threatened to destroy facilities in Iran, such as its power plants.

April 3rd, the mandatory national standard "Safety Technical Specifications for Mobile Power Sources" (hereinafter referred to as the New National Standard) was officially released and will be implemented on April 1, 2027. OPPO announced that it will apply the "phone-grade" quality control standards to its mobile power product line, creating OPPO Ice Shield safety batteries, and announced that all of its upcoming mobile power batteries have fully passed the New National Standard certification.

The April press conference revealed that in the past year, the implementation of technology innovation bonds (Technology Board) in Guangdong has shown significant results. As of the end of the first quarter, 41 entities in Guangdong had issued technology innovation bonds in the interbank market, totaling over 140 billion yuan, covering 8 financial institutions, 22 technology-based companies, and 11 equity investment institutions. The Guangdong branch of the People's Bank of China will continue to promote the implementation and expansion of the Technology Board, helping more institutions raise funds in the bond market and strengthening support for technological innovation.

Spot gold falls below $4,700 per ounce, down 0.88% intraday.

CITIC Securities Research Report points out that animated dramas continue to maintain high-quality growth driven by the rise of standalone apps and the iteration of large models. Independent platform applications have achieved tens of millions of users with high stickiness, and technologies like Seedance 2.0 enhance the supply of 3D and realistic content, shifting from low-quality filler content to high-quality IP development. The global market's overseas channels for short dramas are becoming increasingly mature, making animated dramas a new growth point abroad. It is recommended to focus on companies with high-quality IP and production capacity reserves, as well as full-chain layout, and content platforms and advertising flow providers that realize value through the commercialization of animated dramas.

Recently, several companies have started production of alumina capacity, and aluminum prices have rebounded from around 2,600 yuan to above 2,800 yuan, but the fundamentals remain relatively weak. A large factory in Guangxi, after producing 4 million tons, halted inspection due to boiler failure for maintenance, temporarily easing supply pressure and pushing prices above 2,800 yuan. Today's market remains volatile, with upward momentum weakening, and new capacities are still coming online, so the supply remains relatively loose. Still bearish on alumina, and attention should be paid to policy updates in Guinea.