February 6th Pre-Market Morning Report: Focus on Hot Topics

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No.1 Pre-market Hotspot Events

1. Yesterday’s Hot Topics
   Mergers & Acquisitions Announcements: Han Jian Heshan, Kailong Gaoke
   Consumer: Hangzhou Jie Bai, Haixin Food
   Entertainment: Zhejiang Wen Ying, Hengdian Film & TV
   Fujian: Pingtan Development, Strait Innovation
   AI Applications: Yaowang Technology, Tiandi Online
   Space Photovoltaics: GCL Integrated

2. Implementation Plan for High-Quality Development of Traditional Chinese Medicine Industry
   The Ministry of Industry and Information Technology and seven other departments issued the “Implementation Plan for High-Quality Development of Traditional Chinese Medicine Industry (2026–2030).” By 2030, a preliminary formation of a collaborative development system across the entire traditional Chinese medicine industry chain will be achieved, with the establishment of 5 centers for innovation and integrity in traditional Chinese medicine industry, approval of a batch of innovative Chinese medicines, cultivation of 10 new major Chinese medicine varieties, and transformation of some medical institution Chinese medicine preparations into innovative drugs.
   Chinese Medicine: Panlong Pharmaceutical, Teyi Pharmaceutical, Xinhua Pharmaceutical, Longshen Rongfa, Yue Wannianqing

3. China Telecom and China Unicom Launch Beidou Short Message Trial Commercial Use
   China Telecom announced that the company, in partnership with China StarNet, has officially received approval from the Ministry of Industry and Information Technology for the Beidou-3 short message public application commercial trial. Once officially launched, users can experience the service at China Telecom stores and via the China Telecom app, “no SIM card or number change needed,” enjoying “wider coverage, larger capacity, and lower thresholds” for Beidou short messages.
   China Unicom stated that it recently received approval from the Ministry of Industry and Information Technology to conduct the Beidou-3 short message public application commercial trial. This marks a key progress in promoting the integration of satellite communication and ground mobile communication, elevating service capabilities to a new level.
   Beidou short messages offer higher-precision positioning information and can provide reliable communication support in scenarios such as emergency rescue, outdoor adventures, mountaineering, offshore fishing, and scientific exploration. In remote areas without ground network signals like oceans, deep mountains, and deserts, users with Beidou message-supported terminals can send short messages via Beidou satellites, significantly enhancing coverage and emergency response capabilities.
   Beidou Short Message Commercial Use: Beidou Starcom, China Satellite Communications

4. US Power Outage Sparks Global Gas Turbine Shortage
   The US data center construction boom has triggered an electricity shortage. Global energy monitoring agencies tracking oil and gas plants report that as of January 2026, the US has over 29 GW of natural gas power capacity under construction, more than doubling within a year. However, many of these projects may not start construction for years due to a lack of available gas turbines from manufacturers. GE Vernova’s CEO noted that in 2025, the company’s gas turbine contract volume increased by about 80%, but most high-margin orders signed in the past two years will not be delivered until after 2027.
   Gas Turbines: Changbao Shares, LianDe Shares, Wanze Shares, Boyingte Welding, Jereh Shares

5. Kimi Computing Power Shortage and CDN Price Increase by 35%
   Dark Side of the Moon Kimi’s official WeChat post states that model call volume accidentally hit the first place, and they are truly short of cards. Despite multiple expansions, shortages persist.
   Wangsu Technology increased the traffic of its standard CDN service group by 35%, and the fast source channel traffic of CDN products increased by 40%.
   CDN: Wangsu Technology, Qingyun Technology, UCloud
   Kimi Concept: Worth Buying, Yidian Tianxia, Zhangyue Technology

6. Infineon Announces Price Hikes on Some Products
   On February 5, Infineon Technologies announced a price increase due to ongoing tight supply of power switches and related chips, as well as rising raw material and infrastructure costs. The price adjustment will take effect from April 1, 2026.
   Power Semiconductors: Silan Micro, Yangjie Technology, Xin Jieneng, Jiejie Microelectronics

7. Industry News

8. Xinwei Communications: Continues to expand cooperation with North American tech clients in AI terminals, commercial satellites, and smart vehicles. (Interactive platform)

9. Three departments: Implementing a “zero tariff” policy for inbound goods for residents within Hainan Free Trade Port. (Haitong Group, Hainan Development)

10. Eleven departments jointly issue “Implementation Opinions on Improving Digital Service Convenience for Overseas Entry.” (Yuyin Shares, Cuiwei Shares)

11. Fengfei Aviation’s first 5-ton class large eVTOL aircraft completes its first public flight.

12. Byte Doubao: This year’s Chinese New Year’s Eve will bring hardcore gifts, including red envelopes, humanoid robots, cars, quadruped robots, 3D printers, drones, and more. (Gravity Media, Shenguang Group, Tianlong Group)

No.2 Selected Announcements

1. Daily Announcements
   Jinfu Technology: Plans to acquire 51% stakes in Zhuohui Metal and Lianyi Thermal Energy for 714 million yuan. Both target companies focus on liquid cooling heat dissipation products.
   Taiji Industrial: Pre-qualification for the general contracting of Huahong FAB9B project, bid price 3.778 billion yuan.
   Jianhui Information: Plans to acquire 38% stake in Boke Guoxin.
   Nankuang Group: Plans to subscribe $30 million for a 10% stake in Yinggu Gold Limited.
   Yijing Optoelectronics: The company and its controlling subsidiaries are subject to restructuring by creditors.
   Lio Shares: Integrates cutting-edge AI technology with large-scale parallel data processing to build an AI agent framework for marketing scenarios.

2. Trading Suspensions and Resumptions
   Kaide Quartz: Resumed trading; Jiangfeng Electronics plans to acquire control of the company.
   Jiangfeng Electronics: Resumed trading; plans to acquire control of Kaide Quartz.
   Tianqi Model: Suspended trading; planning to acquire Dongshi Shares.
   Runze Technology: Suspended trading; planning to issue convertible bonds to purchase minority shares of Runhui Technology.
   *ST Likuang: Under investigation for trading irregularities.

3. Landmine Announcements
   Kangpeng Technology: Shareholders plan to reduce holdings by 5.22%.
   Xianheng International: Shareholders plan to reduce holdings by 3.00%.
   Zhonghuan Hailu: Shareholders plan to reduce holdings by 3.00%.
   Bai Jie Jie: Shareholders plan to reduce holdings by 2.99%.
   Dre Lithium: Shareholders plan to reduce holdings by 2.00%.
   Langkun Technology: Shareholders plan to reduce holdings by 0.72%.
   Bai Qingsong: Actual controller under investigation by the CSRC for suspected market manipulation.

4. Abnormal Announcements
   GCL Integrated: The company has not yet received orders related to space photovoltaics.
   Kailong Gaoke: Focused on the embodied intelligence track; products like the “Huilingjia” series robots and dexterous hand operation and intelligent detection devices are still in market development.

5. Dynamic Updates

No.3 Global Markets

1. Global Markets
   US stock indices all closed lower, with widespread declines in popular tech stocks. Precious metals, cryptocurrency concepts, and weight-loss drug concepts led the declines.
   Nasdaq China Golden Dragon Index rose 0.9%, most popular Chinese concept stocks increased, with NIO up over 5%, and Li Auto up over 2%.

2. Popular US and Chinese Concept Stocks

3. Commodities (Night Trading Varieties)