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Wind风控日报 | 比亚迪回应“常压油箱”“车圈恒大”争议
Wind万得·2025-06-08 22:13

Group 1 - The Ministry of Commerce spokesperson stated that the demand for medium and heavy rare earths in civilian sectors is continuously increasing due to the development of industries such as robotics and new energy vehicles. China is committed to reviewing export license applications in accordance with laws and regulations, and has approved a certain number of compliant applications [3] Group 2 - BYD responded to controversies regarding "normal pressure fuel tanks" and "Evergrande in the automotive circle," welcoming mutual supervision among peers but condemning malicious reports and unfair competition behaviors [5] - Zhongying Electronics announced that its controlling shareholder is planning a change in control, leading to a suspension of trading from June 9, 2025, for no more than 2 trading days [6] - Lianhua Technology clarified that it has not received any notification from clients regarding increased demand for chlorantraniliprole products, and it operates normally without any undisclosed significant matters [7] - Oujing Technology announced that a major shareholder plans to reduce its holdings by no more than 3% of the total shares from July 1 to September 30, 2025 [9] - Ruoyuchen stated that a major shareholder plans to reduce its holdings by no more than 3% of the total shares from July 1 to October 1, 2025 [10] - Shentong Technology announced a plan by a major shareholder to reduce its holdings by no more than 3% of the total shares from July 1 to September 30, 2025 [11] - Desai Xiwai reported that a major shareholder intends to reduce its holdings by no more than 3% of the total shares from June 30 to September 30, 2025 [12] - Jindan Technology announced a plan by a major shareholder to reduce its holdings by no more than 2.93% of the total shares from June 30 to September 29, 2025 [13] - ST Jinbi announced that its controlling shareholder is planning a change in control, leading to a continued suspension of trading for no more than 3 trading days [14] - ST Lutong received a warning letter from the Jiangsu Securities Regulatory Bureau due to internal control deficiencies and failure to disclose significant litigation and account freezing situations [15] Group 3 - The Mexican automotive parts industry association warned that the increase of U.S. tariffs on steel and aluminum to 50% could threaten the operation of the North American automotive supply chain, impacting the competitiveness of the Mexican automotive parts industry [17] - Canadian Prime Minister Carney criticized U.S. tariffs as illegal and unreasonable, urging the Canadian Parliament to pass the "Canadian Economic Integration Act" to expedite domestic infrastructure project approvals [18] - ASML's CEO stated that U.S. chip export bans would backfire, increasing uncertainty and undermining the feasibility of building chip factories in the U.S. [19] - The St. Louis Federal Reserve Bank President warned that Trump's tariff policies could keep U.S. inflation high, creating economic uncertainty until the end of summer [20] - Apple faces challenges in upgrading Siri, leading investors to have low expectations for significant AI-related announcements at the upcoming WWDC [21] - The fifth round of U.S.-Japan ministerial tariff negotiations did not reach an agreement, with discussions making progress but lacking consensus [22] - The Secretary-General of the International Seabed Authority stated that the U.S. unilaterally authorizing seabed resource exploration violates international law [23] - The Executive Director of the Port of Los Angeles reported a sharp decline in job opportunities at the port, with cargo volumes in May falling short of expectations by about 25% [25] Group 4 - Recent leadership changes in city commercial banks, such as Urumqi Bank and Dalian Bank, reflect a trend towards younger leadership, aligning with the industry's digital transformation needs [27]