Group 1 - New stock subscriptions: Agricultural University Technology subscription code 920159, issue price 25 yuan/share, subscription limit 720,000 shares. Zhenstone Co. subscription code 780112, issue price 11.18 yuan/share, subscription limit 54,500 shares [6] - The China Securities Regulatory Commission (CSRC) held a system work meeting on January 15, 2026, emphasizing the need to maintain market stability and enhance monitoring and regulation to prevent market volatility [7] - The CSRC is investigating Rongbai Technology for misleading statements regarding a major contract, which the company estimated at a total of 120 billion yuan with CATL [9] Group 2 - Minexplosion Optoelectronics plans to acquire Xiamen Zhizhi Precision and Jiangxi Maida, both focusing on core consumables in PCB manufacturing [10] - Yanjing Co. intends to purchase 98.54% equity of Yongqiang Technology, expanding its business into high-end electronic interconnection materials for integrated circuits [11] - Qizhong Technology plans to invest 50 million yuan in a stake in He Xin Integrated, a company in the advanced packaging and testing field [12] Group 3 - Tianyuan Intelligent's actual controller and chairman, Wu Yizhong, has been detained [14] - Tian Tie Technology's actual controller, Xu Jiding, has had his compulsory measures changed to bail pending trial [15] - Guolian Minsheng expects a net profit increase of approximately 406% year-on-year for 2025 [16] Group 4 - Oke Yi anticipates a net profit increase of 67.53% to 91.96% year-on-year for 2025 [17] - I Love Home expects a net profit increase of 40.78% to 56.42% year-on-year for 2025 [17] - Longi Green Energy expects a net profit loss of 6 billion to 6.5 billion yuan for 2025 [17]

Economic Information - Several smartphone manufacturers, including Xiaomi, OPPO, vivo, and Transsion, have lowered their annual shipment forecasts, with Xiaomi and OPPO reducing by over 20%, vivo by nearly 15%, and Transsion to below 70 million units [2] - Silver prices have surged over 50% in one month and over 150% in six months, impacting the photovoltaic industry, which consumes a significant amount of silver. The cost of raw materials for solar cells has increased by nearly 20% due to rising silver prices [2] - The company Xibei is expected to incur cumulative losses exceeding 600 million yuan from September 2025 to March 2026, leading to the closure of 102 stores, accounting for 30% of its total outlets [2] Company Alerts - Shenghong Technology anticipates a net profit increase of 260%-295% year-on-year for 2025, although Q4 performance fell short of expectations [4] - Cambridge Technology expects a net profit increase of 51%-67% year-on-year for 2025, with Q4 results also below expectations [4] - Multiple companies, including Weimait and Youyan Silicon, have announced plans to reduce their shareholdings by up to 4.98% and 3% respectively [4][11] Overseas Alerts - The three major U.S. stock indices collectively declined last Friday, with the Nasdaq China Golden Dragon Index dropping by 1.15%. Notable declines were seen in Chinese stocks such as Alibaba and JD.com [5] - The European Union is considering imposing tariffs on U.S. goods worth 93 billion euros in response to U.S. tariffs on eight European countries, which could take effect on February 6 if no agreement is reached [5]

Policy Developments - The National Healthcare Security Administration (NHSA) encourages regions with conditions to build global trading platforms for innovative Chinese pharmaceuticals, aiming to facilitate the export of Chinese medical products to Southeast Asia, Central Asia, and other countries [2] Drug and Medical Device Approvals - China Medical (600056.SH) announced that its subsidiary Tianfang Pharmaceutical's ibuprofen tablets have passed the consistency evaluation for generic drugs, which will enhance the product's market competitiveness [4] - Sihuan Pharmaceutical announced that its subsidiary has received approval for six new specifications of its polylactic acid facial filler, further expanding its market presence in the regenerative aesthetic product sector [5] Capital Markets - Qingfeng Biotech (Guangzhou) completed a Pre-A round financing of several tens of millions, led by Baiyun Fund, to accelerate AI and laboratory automation development [7] - Zhongsheng Pharmaceutical (002317.SZ) signed a licensing agreement with Qilu Pharmaceutical for the production and commercialization of RAY1225 injection, with total payments expected to reach RMB 100 million [8] Industry Events - The NHSA signed agreements with 79 hospitals to conduct pilot evaluations of real-world comprehensive value assessments for medical insurance, aiming to enhance the quality and efficiency of the healthcare system [10] - Aipeng Medical and the Shenzhen Institute of Advanced Technology established a "Brain-Computer Interface" innovation consortium to focus on non-invasive brain neuroregulation technology [12] - Novo Nordisk's new CEO emphasized that future business expansions will focus on the core needs of diabetes and obesity patients, indicating a strategic shift towards patient-centered approaches [13] Market Trends - Recent reports indicate significant price reductions for weight loss drugs, with prices for Novo Nordisk's products dropping nearly 50% and some specifications of another drug decreasing by around 80%, leading to substantial savings for patients [16]

Core Viewpoint - The announcement details a share reduction plan by a major shareholder of Nanjing Weisi Medical Technology Co., Ltd., which may impact the company's stock performance and investor sentiment [1][3]. Shareholder Holding Situation - As of the announcement date, Nanjing Weisi Medical Technology Co., Ltd. has a major shareholder, Nanjing Zhida Venture Capital Center (Limited Partnership), holding 6,758,338 shares, representing 7.06% of the total share capital [2]. Reduction Plan Details - The shareholder plans to reduce their holdings by up to 2,873,137 shares, which is a maximum of 3% of the total share capital. This includes a maximum of 957,712 shares (1% of total shares) through centralized bidding and 1,915,425 shares (2% of total shares) through block trading, to be executed within three months after 15 trading days from the announcement [3][4]. Shareholder Commitments - The major shareholder has made commitments regarding shareholding, including a lock-up period of 36 months from the IPO date, during which they will not transfer shares. If the stock price falls below the issue price for 20 consecutive trading days, the lock-up period will be extended by at least six months [6][8]. Compliance with Regulations - The reduction plan complies with the relevant regulations of the Shanghai Stock Exchange and the China Securities Regulatory Commission, ensuring that the shareholder will adhere to legal requirements regarding shareholding and disclosure [13].

Core Viewpoint - On January 18, no A-share listed companies disclosed any increase in shareholding, while nine companies announced share reductions, indicating a trend of selling among certain stakeholders in the market [1]. Group 1: Share Reduction Details - Yunda Lifi: Some directors and senior management personnel reduced their shareholdings [2]. - Sifangda: Controlling shareholder and concerted actors plan to reduce holdings by no more than 4.8801 million shares [2]. - Chuhuan Technology: Pre-IPO employee shareholding platform intends to reduce no more than 3% of its shares [2]. - He’s Eye Hospital: Advanced Manufacturing Fund plans to reduce no more than 1.97% of its shares [2]. - Sandam Membrane: Qingyuan China intends to reduce no more than 3% of its shares [2]. - Anbiping: Nanjing Qianjing plans to reduce no more than 1.61% of its shares [2]. - Weisi Medical: Controlling shareholder's concerted actors plan to reduce no more than 3% of its shares [2]. - Aidi Te: Shareholders Junlian Xinkang and HAL plan to reduce no more than 3% of their shares [2].

Group 1 - Fenglong Co., Ltd. has completed the suspension review and will resume trading on January 19 [1] - Rongbai Technology is under investigation by the China Securities Regulatory Commission for potentially misleading statements regarding a major contract [1] - Rongbai Technology estimates a total contract amount of 120 billion yuan with CATL [1] Group 2 - Minexplosion Optoelectronics is planning to acquire Xiazhi Precision and Jiangxi Maida, both of which focus on core consumables in PCB manufacturing [1] - Yanjing Co., Ltd. intends to purchase 98.54% equity of Yongqiang Technology, expanding its business into high-end electronic interconnection materials for integrated circuits [1] Group 3 - Tianyuan Intelligent's actual controller and chairman, Wu Yizhong, has been detained [1] - Tiantie Technology's actual controller, Xu Jiding, has had his compulsory measures changed to bail pending trial [1] Group 4 - Guolian Minsheng expects a net profit increase of approximately 406% year-on-year for 2025 [1] - Oke Yi anticipates a net profit increase of 67.53% to 91.96% year-on-year for 2025 [1] Group 5 - Tiandi Source forecasts a net loss of 900 million to 1.35 billion yuan for 2025 [1] - Gui Guang Network expects a net loss of 1.07 billion to 1.35 billion yuan for 2025 [1] - Aisheng Co., Ltd. projects a net loss of 1.2 billion to 1.9 billion yuan for 2025 [1] - Longi Green Energy anticipates a net loss of 6 billion to 6.5 billion yuan for 2025 [1] - Tongwei Co., Ltd. expects a net loss of 9 billion to 10 billion yuan for 2025 [1] Group 6 - Weisi Medical's actual controller's concerted action party plans to reduce its stake in the company by no more than 3% [1] - Chuhuan Technology's pre-IPO employee stock ownership platform intends to reduce its stake in the company by no more than 3% [1] - Sandam Membrane's Qingyuan China plans to reduce its stake in the company by no more than 3% [1]

Group 1 - The core point of the announcement is that Zhida Venture Capital, a shareholder of Weisi Medical, plans to reduce its stake in the company by selling up to 287.31 million shares, which represents 3% of the total share capital [1] - Zhida Venture Capital currently holds 6.7583 million shares, accounting for 7.06% of the total share capital, and is considered a concerted actor with the actual controller Wang Zhiyu [1] - The reduction plan will take place from February 9, 2026, to May 8, 2026, through centralized bidding and block trading, with a maximum of 95.77 million shares to be sold via centralized bidding and 191.54 million shares via block trading [1] Group 2 - The reason for the share reduction is stated as a need for personal funds, and there is uncertainty regarding the implementation of the reduction plan [1] - It is confirmed that the completion of this share reduction will not result in a change of control of the company [1]

Core Viewpoint - Weisi Medical (688580) announced that Nanjing Zhida Venture Capital Center (Limited Partnership) plans to reduce its shareholding in the company by up to 2.8731 million shares, representing no more than 3% of the total share capital [1] Group 1 - Zhida Venture Capital currently holds 6.7583 million shares of Weisi Medical, accounting for 7.06% of the total share capital [1] - Zhida Venture Capital is in a concerted action relationship with the actual controller of the company, Wang Zhiyu [1]

21智讯1月18日电，伟思医疗公告，南京志达创业投资中心（有限合伙）持有公司675.83万股股份，占 公司总股本的7.06%。志达创投拟通过集中竞价和大宗交易方式减持公司股份，合计减持不超过287.31 万股，即不超过公司总股本的3%。其中，通过集中竞价交易方式减持不超过95.77万股，占公司总股本 的1%；通过大宗交易方式减持不超过191.54万股，占公司总股本的2%。减持期间为2026年2月9日至 2026年5月8日，减持原因为自身资金需求。本次减持计划不会导致公司控制权发生变更。 ...

格隆汇1月18日丨伟思医疗(688580.SH)发布公告，南京志达创业投资中心(有限合伙)(以下简称"志达创 投")作为公司的股东，持有公司675.83万股股份，占公司总股本7.06%。志达创投与公司实际控制人王 志愚为一致行动人关系。志达创投拟通过集中竞价、大宗交易方式减持公司股份，合计减持不超过 287.31万股，合计减持比例不超过公司总股本的3%。 ...