K-linePoet

April 21, Tianjin Port Group Party Committee Deputy Secretary and President Wang Honghai met with Xu Kehua, Deputy Secretary of the Party Committee and General Manager of Tianjin Baili Equipment Group, and his delegation. The two sides conducted in-depth exchanges on collaborative development in areas such as jointly promoting the electrification transformation and upgrading of Tianjin Port transportation, new energy investment and development, energy storage applications, and green infrastructure construction. (People's Financial News)

On the 28th local time, the Lebanese Ministry of Health stated that the Israeli military carried out an airstrike in the Tyre area of southern Lebanon, resulting in 1 death and 15 injuries. (CCTV News)

The National Advanced Computing Industry Innovation Center Qingdao Base has officially launched, with Sugon participating in its construction.
The center was approved and established by the National Development and Reform Commission in 2018, relying on regional industrial advantages, to create an advanced computing innovation platform integrating technology research and development, achievement transformation and industrial incubation into one, pooling resources to drive the upgrading of Qingdao and Shandong's digital economy, and providing strong computing power support.

According to Cybersecurity Shanghai, Tesla's vehicle voice large model service completed filing on April 20.
Sources familiar with the matter reveal that Tesla's vehicle voice service will integrate the Doubao large model.
It is worth noting that previously, Tesla China's official website's "Tesla Vehicle Voice Assistant Terms of Use" showed that the Tesla Model Y L version will be equipped with the Doubao large model and the DeepSeek model, both accessed via Volcano Engine.
Among them, the Doubao large model will handle voice command functions such as navigation settings, media playback control, air conditioning temperature adjustment, etc., and also has the capability to query the owner’s manual;
The DeepSeek model provides AI interaction services. (Science and Technology Innovation Board Daily)

WTI crude oil futures settlement price closed up 3.69%, rising $3.56, at $99.93 per barrel.

This week (20260415-20260421), a total of 188k tons of shipment volume was reported from 54 domestic asphalt companies and manufacturers, a 44.6% increase compared to the previous period. Asphalt market shipments have rebounded, with notable increases in Shandong and Northeast regions. In Shandong, end-user demand is slowly recovering, and downstream low-price resource stocking is highly active, driving increased shipments from refineries; in the Northeast, most are low-sulfur asphalt manufacturers transferring inventory externally, leading to a rise in shipments within the region. Overall, shipment volume has increased compared to last week. (Longzhong Information)

U.S. President Trump today (April 23) posted on social media that he has ordered the U.S. Navy "to open fire and sink any ships laying mines in the Strait of Hormuz, even small vessels." Trump called for an increase in mine-clearing efforts in the Strait of Hormuz. Trump also stated that U.S. mine countermeasure ships are currently conducting mine-clearing operations in the Strait of Hormuz, and he has ordered that these operations "must continue and be tripled in intensity." (CCTV International News)

The Dalian Commodity Exchange's main contract for soybean No. 1 rose over 3%, reported at 5,013 yuan/ton.

Zhiwei Intelligence Announcement, the revenue for the first quarter of 2026 was 1.3B yuan, a year-on-year increase of 52.96%; net profit was 109 million yuan, a year-on-year increase of 159.13%. The growth in operating income was mainly due to the increase in orders for main business and intelligent computing services during the reporting period.

Jinlang Technology stated during a conference call on April 27 that orders from March to April have been growing rapidly, with energy storage accounting for a large proportion of new orders. Additionally, the industrial and commercial storage inverter has been averaging 2,000 to 3,000 units per month this year, with orders reaching 3,000 to 4,000 units from March to April, also showing rapid growth. Energy storage systems have undergone extensive research and development, certification work over the past few years, and shipments began this year. Currently, customers are testing with small batch procurement, and the first batch of shipments has recently started to connect to the grid gradually. In April, household storage systems will continue to launch some series models, and normal shipments have now begun. (People’s Financial News)

According to monitoring by the Ministry of Agriculture and Rural Affairs, on April 22, the “Agricultural Product Wholesale Price Index 200” was 116.48, unchanged from yesterday. The wholesale price index for “vegetable basket” products was 117.13, also unchanged from yesterday. As of today at 14:00, the national agricultural product wholesale markets’ average pork price was 14.68 yuan per kilogram, down 0.7% from yesterday. The average egg price was 8.51 yuan per kilogram, up 0.6% from yesterday.

Shengyang Co., Ltd. announcement, Q1 2026 operating revenue of 902 million yuan, a year-over-year increase of 19.65%. Net profit of 60.9463 million yuan, a year-over-year increase of 0.43%.
On the same day, the announcement states that 2025 operating revenue was 3.42B yuan, a year-over-year increase of 13.28%. Net profit was 186 million yuan, a year-over-year decrease of 9.43%.

April 20-26, 2026, the total port arrivals in 47 Chinese ports were 23.66M tons, an increase of 176k tons compared to the previous period; the total port arrivals in 45 Chinese ports were 176k tons, a decrease of 358k tons; the total port arrivals in the six northern ports were 22.79M tons, an increase of 1.32 million tons. (Mysteel)

The ChiNext Index continues to strengthen, rising more than 1.2% during the session, breaking through the historical high of 4,449.42 set on June 3, 2015.

The U.S. Southern Command said on the 26th that it carried out an attack in the Eastern Pacific on a drug smuggling vessel that was assessed to be operated by a terrorist organization, killing three male “drug terrorists” on board. The operation was carried out by the “Southern Spear” task force, one of the targets the U.S. has repeatedly struck since September 2025. The U.S. has not publicly released evidence proving that the target was involved in drug trafficking.

At 14:30 Beijing time, BMD Malaysia palm oil main contract rose by 0.72%.

Shenzhen Stock Exchange ChiNext Board ETF E Fund intraday up 2.01%, ChiNext ETF April 3700 call options surged 188.70%, rising from yesterday's closing price of 0.0177 to 0.0511; ChiNext ETF April 3600 call options increased 82.07%, from yesterday's close of 0.0831 to 0.1513; ChiNext ETF April 3500 call options rose 40.78%, from yesterday's close of 0.179 to 0.252.

According to Mysteel's survey, as of April 24th, the main oil refineries along the coast have a rapeseed stock of 258k tons, an increase of 147k tons compared to last week; rapeseed meal stock is 9k tons, a decrease of 11k tons compared to last week; unexecuted contracts amount to 125k tons, an increase of 58k tons compared to last week.

The night session of the futures market opened, with most of the main domestic futures contracts declining. In terms of decline, rubber, coking coal, and coke fell by more than 1%. In terms of gains, low-sulfur fuel oil rose by more than 1%.