Group 1 - The State Administration for Market Regulation has interviewed six leading companies in the photovoltaic industry regarding monopoly risks and has issued clear rectification requirements [1] - The interviewed companies include Tongwei Group, GCL-Poly Energy, Daqo New Energy, Xinte Energy, Asia Silicon, and Dongfang Hope [1] - The companies are prohibited from agreeing on production capacity, sales prices, and other market-related communications [1] Group 2 - The China Petroleum and Chemical Corporation (Sinopec) and China Aviation Oil have been approved for a merger by the State-owned Assets Supervision and Administration Commission [3] - China Aviation Oil is the largest aviation fuel procurement and logistics company in Asia, while Sinopec is the world's largest refining company [3] Group 3 - HSBC Holdings has agreed to pay approximately €300 million to settle a tax case in France related to the "Cum-Cum" dividend tax avoidance scandal [4] - The settlement includes a fine of about €268 million and approximately €30 million in taxes [4] Group 4 - Indonesia plans to approve a coal production quota of around 600 million tons for 2026, which is lower than last year's quota of 790 million tons [5] - The reduction aims to support the prices of Indonesian mineral products, with adjustments also planned for nickel quotas [5] Group 5 - Nestlé has initiated a recall of specific batches of infant formula in Europe, prompting regulatory bodies in China to ensure the recall of affected products sold in China [7] - The Chinese authorities are emphasizing the importance of consumer safety and quality control in the infant formula market [7] Group 6 - GIC and other institutions have reportedly subscribed to shares in MiniMax's Hong Kong IPO, which raised HKD 4.8 billion [8] - The IPO attracted over 70 times the subscription from institutional investors, indicating strong market interest [8] Group 7 - Nanjing Panda has clarified that it currently has no mature products related to its high-speed brain-machine interaction technology project and has not generated sales revenue from it [9] - The company is involved in a sub-project focused on key technology development for brain-machine interface systems [9] Group 8 - Kinglong Permanent Magnet expects a net profit of between RMB 660 million and RMB 760 million for 2025, representing a year-on-year growth of 127% to 161% [10] - The company has achieved record high sales volumes, reinforcing its leading position in the global rare earth permanent magnet industry [10] Group 9 - Mengniu has stated that it is not related to the raw material suppliers involved in the recent Nestlé recall of infant formula [11] - The company emphasizes its adherence to strict quality control standards in its production processes [11] Group 10 - Lingbao Gold has announced an expected revenue of approximately RMB 12.935 billion to RMB 13.172 billion for the year ending December 31, 2025, reflecting a year-on-year increase of about 9% to 11% [12] - The company anticipates a net profit of approximately RMB 1.503 billion to RMB 1.573 billion, representing a year-on-year increase of 115% to 125% [12] Group 11 - Three new stocks in the Hong Kong market have seen significant gains in the dark market, with Jin Xun Resources rising 35%, Ruibo Bio rising over 25%, and MiniMax rising over 15% [13] - These companies have successfully raised substantial capital through their IPOs, indicating strong investor interest [13] Group 12 - China Shipbuilding Defense has indicated that the demand for shipbuilding is expected to accelerate, potentially raising its valuation [14] - The company plans to undertake contracts worth RMB 17.45 billion in 2025, supported by a strong order backlog [14]
智通港股早知道 | 光伏协会、多家行业龙头被约谈 灵宝黄金(03330)发盈喜