【早报】商务部发声！事关稀土出口管制；两大GPU龙头一申购一上市

Macro News - China supports all efforts conducive to peace regarding the Ukraine crisis and aims to play a constructive role in political solutions [1] - Japan's Prime Minister reiterated the country's stance on Taiwan, which China disputes as an inadequate response [1] - China's Ministry of Commerce confirmed that it conducts export controls on rare earths in accordance with laws and regulations, facilitating compliant trade [2] - The European Union has announced the termination of a trade restriction case against China at the WTO, which China views as a correct decision [2] - The People's Bank of China will conduct a 1 trillion yuan reverse repurchase operation to maintain liquidity in the banking system [2] Company News - Cambrian Technology issued a statement denying misleading information regarding its products and market predictions [8] - Yunzhu Technology announced that its consumer electronics are primarily used in major smartphone brands like Huawei and Xiaomi [9] - Feiwo Technology's controlling shareholder increased its stake during a period of stock price volatility [9] - Junya Technology's PCB products are utilized in humanoid robots, although they represent a small portion of the company's revenue [10] - Moer Thread debuted on the STAR Market with an issue price of 114.28 yuan per share, while Muxi shares began subscription at 104.66 yuan per share [10] Global Market - US stock indices closed mixed, with the Dow down 0.07%, the Nasdaq up 0.22%, and the S&P 500 up 0.11% [11] - TikTok plans to invest over $37 billion in building its first data center in Brazil [12] - ST Xianhe announced the removal of risk warnings and a name change to "Xianhe Environmental Protection" [12] - Country Garden's bond restructuring plan was approved by creditors, involving a total principal amount exceeding 13.8 billion yuan [12] Investment Opportunities - The commercial aerospace industry is rapidly developing, with a new rocket recovery base established in Hangzhou, involving a total investment of 5.2 billion yuan [17] - IDC predicts that Apple's iPhone shipments will reach a record 247.4 million units by 2025, reflecting a growth of over 6% [18]