操盘攻略：国内成品油迎下调，多公司公布并购方案

Market News - The national economic operation data for January-February 2025 will be released on March 17, 2025, by the National Bureau of Statistics [1] - The February 2025 housing price data for 70 cities will be published on March 17, showing a continued increase in first-tier cities and a slight decrease in second and third-tier cities [2] - The new Loan Prime Rate (LPR) will be announced on March 20, with the February 2025 data indicating a 1-year LPR of 3.1% and a 5-year LPR of 3.6% [3] - The Shanghai Stock Exchange and China Securities Index Company will optimize the compilation plan for the Sci-Tech Innovation Board indices, effective March 17, 2025 [4] - The Federal Reserve and several central banks will announce interest rate decisions this week, with a 98% probability of maintaining the current rate [5] Sector Matters - NVIDIA's GTC conference will be held from March 17 to March 21, with CEO Jensen Huang set to unveil details of the new AI chip platform "Rubin" on March 19 [7] - FTSE Russell will adjust the constituent stocks of several indices, including the FTSE China A50 Index, effective March 21, 2025 [8] - Domestic refined oil prices are expected to decrease by approximately 320 yuan per ton, with the adjustment window closing on March 19, 2025 [9] Company Events - Tianyuan Pet announced plans to acquire an 89.71% stake in Taotong Technology through a combination of share issuance and cash payment, with trading resuming on March 17, 2025 [11] - New Xiangwei intends to acquire 100% of Aisheng Technology through share issuance and cash payment, with trading resuming on March 17, 2025 [12] - Jiaozuo Wanfang plans to acquire 100% of Sanmenxia Aluminum through share issuance, with a share price set at 5.52 yuan [13][14] - Hualing Cable intends to acquire control of Hunan Xingxin Aerospace New Materials Co., aiming to enhance market share in the aerospace sector [15] - Haichuan Intelligent's controlling shareholder will change to Suzhou Zhongjing Zhixin Semiconductor, pending successful share transfer [16] - Yaqi International's largest shareholder will change to Huili Group, with a share transfer price of 22.8444 yuan per share [17] - Wanders is planning a significant event that may lead to a change in control [18] Restricted Stock Unlocking - A total of 27 companies will have restricted shares unlocked this week, amounting to 634 million shares with a total market value of 12.654 billion yuan [20] - The peak unlocking date is March 17, with eight companies unlocking shares worth a total of 6.379 billion yuan [21] New Stock Calendar - Two new stocks, Zhejiang Huaye and Kaifa Technology, will be available for subscription on March 17 and March 18, 2025, respectively [24] Institutional Outlook - CITIC Securities anticipates a concentrated catalyst in Q2, with core assets in A-shares expected to recover [27] - Galaxy Securities notes that the market is currently in a rebound phase driven by multiple factors, with a potential upward trend following a brief adjustment [28] - Industrial advantages in A-shares are highlighted by Industrial Securities, noting a divergence in performance between Chinese and U.S. markets [29] - Tianfeng Securities emphasizes the potential for wealth management and investment opportunities due to favorable policies [30]