Trading Must-Read: Positive or Negative News Affecting the Stock Market_April 7, 2026_Financial News

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Topic: The market waits for a bargain; focus on three layout lines: energy, growth, and policy

News that is likely to be positive or negative for the stock market

Macroeconomic news

1、According to a report from the UK on the 6th, a source said that the United States and Iran have received a proposal for a ceasefire agreement, which could take effect on the 6th. The source said that Pakistan has drawn up a framework proposal to end the conflict and has been in communication with the US and Iran. The proposal is intended to first achieve an immediate ceasefire, reopen the Strait of Hormuz, and then reach a final agreement within 15 to 20 days. The final agreement may include an Iranian commitment not to seek nuclear weapons in exchange for the lifting of sanctions and the release of frozen assets.

2、Iran has responded to Pakistan regarding the proposal from the United States to end the war. Iran rules out the possibility of a temporary ceasefire and emphasizes that the conflict must be ended permanently. It calls for the formulation of a security passage agreement for the Strait of Hormuz, post-war reconstruction, and the lifting of sanctions, among other measures. Trump said the proposal is meaningful but not good enough.

3、To maintain sufficient liquidity in the banking system, today (April 7), the People’s Bank of China will conduct an 800 billion yuan buyout-style reverse repo operation using fixed quantity bidding, interest rate bidding, and a multiple-price bidding and allocation method. The maturity is 3 months (89 days), and the maturity date is July 5, 2026 (if it falls on a holiday, it will be extended).

4、Nine departments, including the Ministry of Commerce, have jointly issued the《Action Plan for Improving Service Consumption and Delivering Benefits to the People for 2026》recently. The《Action Plan》proposes 64 specific task measures across six areas, including improving policy support, innovating consumption scenarios, building platform carriers, expanding opening up to the outside world, strengthening standards guidance, and optimizing the consumption environment. Focusing on traditional service consumption areas such as dining and lodging, elderly care and childcare, culture, entertainment and tourism, and sports and health, as well as new growth areas such as housekeeping services, online audio-visual, inbound consumption, and performance services, it will coordinate efforts from both the supply and demand sides to create a batch of new consumption scenarios with broad reach and high visibility.

5、China’s March foreign exchange reserves data will be released today. Previously, China has increased holdings of gold for 16 consecutive months.

Industry news

1、At 24:00 today, domestic refined oil will begin its price adjustment window. Institutions predict that, according to the domestic refined oil pricing mechanism, the corresponding refined oil price increase on April 8 will be around 130 yuan per ton, bringing the sixth increase within the year.

2、Today, the China Securities Regulatory Commission’s《Several Provisions on Regulation of Short-term Trading》has officially taken effect. Based on a systematic review of domestic and overseas legislation, judicial interpretations, and regulatory practices, the《Provisions》responds to market concerns and further clarifies regulatory arrangements related to short-term trading by major shareholders and directors, supervisors, and senior executives.

3、The Ministry of Commerce and six other departments have released guidance on better serving the real economy and promoting high-quality development of e-commerce. It mentions supporting leading e-commerce enterprises to increase R&D investment, strengthen key technology breakthroughs in priority areas, and build an innovative ecosystem of “integration of production and research, and conversion from learning to application.” Develop “artificial intelligence + e-commerce,” and guide e-commerce enterprises to strengthen R&D and applications of technologies such as large AI models, optimize the consumption experience, reduce operating costs, and enhance circulation efficiency.

4、A major breakthrough has been published by the Hu Yongsheng team from the Institute of Physics, Chinese Academy of Sciences, in《Nature·Energy》: the team successfully developed a self-protecting polymerizable non-flammable electrolyte (PNE). For the first time in the world, it achieved a complete block of thermal runaway in an ampere-hour-class sodium-ion battery. When the battery temperature rises abnormally to above 150°C, the PNE automatically solidifies from liquid into a dense barrier, like building a “smart firewall” inside the battery to completely cut off the propagation path of thermal runaway.

5、According to the Ministry of Commerce, during the Qingming Festival holiday, many places implemented a spring vacation stretch by connecting days off, which strongly released consumption demand and injected vitality into the spring consumption market. Data from the Ministry of Commerce shows that during the Qingming Festival holiday, the average daily sales value year-on-year for major retail and catering enterprises nationwide increased by 2.4%. For the 78 pedestrian streets (business districts) under key monitoring by the Ministry of Commerce, passenger flow and revenue increased by 6.0% and 6.7%, respectively.

6、AEP100, a megawatt-class hydrogen-fueled aircraft turboprop engine independently developed by the Hunan Power Machinery Research Institute of AVIC Commercial Aircraft Engine Group, with a 7.5-ton-class unmanned transport aircraft, successfully made its maiden flight at Zhuzhou Lusong Airport. Experts from AVIC Commercial Aircraft Engine Group said that in the future, as the cost of producing green hydrogen continues to decline, the economic advantages and energy security advantages of hydrogen-fueled aviation power will gradually become apparent.

7、According to the latest data from OpenRouter, calculations show that last week (from March 30 to April 5), the weekly call volume of China’s AI large models rose to 12.96 trillion Tokens, up 31.48% from the previous week. The weekly call volume of China’s AI large models has increased for five consecutive weeks, and for five consecutive weeks it has surpassed the United States.

8、At the 2026 Space Computing Power Industry Conference, the “Space Computing Power Professional Committee,” a development formation for the space computing power industry, was established. On the day of the conference, ten key breakthrough projects were announced, including satellite platform-level, chip-level, payload card-level, network operations-level, hardware system-level, system software-level, industrial application-level, cross-structure-level, cross-launch rocket-level, and cross-thermal management-level and other key technologies. The committee will jointly carry out R&D and collaboration with the industrial community.

9、The Middle East conflict has disrupted shipping through the Strait of Hormuz, causing global shipping costs to surge rapidly. In addition, war-risk insurance premiums for ships have risen quickly. Moreover, shipping companies also need to consider freight rates; industry insiders said that freight rates have already increased by 11 to 12 times. Insurance and detour costs are being passed down layer by layer, continuously impacting global trade and supply chain security.

10、CITIC Securities Niuzi reporter learned from people in the industrial chain that Foxconn has started pilot production of Apple foldable-screen iPhone phones. In 2025, the reporter learned from supply chain companies that Apple’s shipment target guidance provided to suppliers is for the first foldable-screen phone to be launched in the second half of 2026—a large-folding-screen iPhone.

Company news

1、Hengxin Eastern (rights protection) announced that, due to false records in its 2022 annual report leading to other risk warning measures, the stock abbreviation changed from “Hengxin Eastern” to “ST Hengxin.” The company’s stock was suspended for one day starting from the opening of trading on April 7, and resumed trading from the opening of trading on April 8.

2、Guangshengtang announced that the company’s stock price, from April 1, 2026 to April 3, had a cumulative closing price deviation of more than 30% over three consecutive trading days, which falls under abnormal stock price fluctuations. The company’s hepatitis B innovative drug is still in the R&D stage.

3、Haitike announced that it is planning to issue shares and pay cash to purchase assets, and at the same time plans to issue shares to raise supporting funds. The target company of this transaction is Qingdao Xuyu Geotechnical Materials Co., Ltd., a company listed on the National Equities Exchange and Quotations System (NEEQ). The company’s stock was suspended from when trading opened on April 7, 2026.

4、Hangjin Technology (rights protection) announced that, due to suspected violations of information disclosure laws and regulations, in accordance with relevant laws and regulations, the CSRC has decided to file a case against the company.

5、Zhunyou Co., Ltd. released a revised notice for its 2025 performance forecast. It expects that total profit, net profit, and net profit after non-recurring items for 2025 will all be negative values, and that operating revenue after deduction is less than 300 million yuan. According to relevant provisions, if the above circumstances are true, after the company discloses its 2025 annual report, the company’s stock trading may be subject to a delisting risk warning.

6、Shandong Zhanggu (rights protection) announced that, because its 2024 annual report contains false records, other risk warning measures will be implemented, and the stock abbreviation will change to “ST Zhanggu.” The stock was suspended for one day starting from the opening of trading on April 7, and resumed trading from the opening of trading on April 8, 2026.

7、*ST Guandian (rights protection) announced that, due to suspected violations of information disclosure laws and regulations, and in accordance with laws and regulations including the《Securities Law of the People’s Republic of China》and the《Administrative Penalty Law of the People’s Republic of China》, the CSRC has decided to file a case against the company.

8、Dongyue Silicon Materials announced that it expects its net profit in the first quarter of 2026 to increase by 397.02%–451.34% compared with the same period last year. Since December 2025, affected by improvements in market conditions and industry supply-demand patterns, prices of major products in the organosilicon industry have risen and returned to a reasonable range. The company’s product gross margin has improved significantly.

9、Eletroic Digital (rights protection) announced that, due to suspected violations of information disclosure laws and regulations, in accordance with relevant laws and regulations, the CSRC has decided to file a case against the company.

Global markets

Trump said that if Iran fails to “surrender” before 20:00 Eastern Time on April 7, he will launch strikes on Iran’s civilian infrastructure, and that the US military can destroy Iran’s bridges and power plants in just 4 hours. Iran could be defeated within a single night—perhaps on the evening of the 7th.

NASA said that the ongoing crewed lunar-orbiting mission of “Artemis 2” breaks the human record of the farthest flight from Earth set by the 1970 Apollo 13 lunar mission.

The US strikes on Iran may be escalated as early as Tuesday. With oil prices rising, the WTI crude oil May contract settlement price closed at $112.41 per barrel, up 0.78%; the Brent crude oil June contract settlement price closed at $109.77 per barrel, up 0.68%.

Despite Trump increasing threats before his self-set final deadline, all three major US stock indexes still closed higher. The Nasdaq rose 0.54%, the S&P 500 rose 0.44%, and the Dow rose 0.36%. Among them, the Nasdaq and the S&P 500 recorded four consecutive daily gains. The storage chip sector rose; Seagate Technology gained more than 5%, and Western Digital and SanDisk rose more than 3%. Popular Chinese concept stocks saw mixed performances. The Leverage-v”More” Chinese concept index for leading companies closed up 0.16%. In overnight trading, the FTSE China A50 Index futures closed up 0.36%, at 14565 points.

Spot gold closed down 0.59%, at $4,648.83 per ounce; spot silver fell 0.15%, to $72.91 per ounce.

Investment opportunity reference

1、Downstream application paths are becoming clearer step by step, and the hydrogen-energy industry may be approaching a scale-up and commercialization turning point

According to media reports, driven by heightened geopolitical tensions, international oil prices have risen sharply recently, further highlighting the importance of new energy. Among them, hydrogen energy is highly anticipated because it can absorb surplus green electricity from the upstream and also provide clean and efficient energy to the downstream.

Hydrogen energy is emerging as a core hub to solve the dual dilemma of energy security and deep decarbonization. On the one hand, recent turbulence in international geopolitics has further exposed the fragility of energy supply chains. On the other hand, the decarbonization process has moved into deep water. “Hard-to-reduce-emissions” areas such as industry, chemicals, and transportation have become the main battlefield for carbon-reduction efforts, and carbon-reduction targets are in turn forcing the accelerated release of demand for hydrogen-ammonia-alcohol (hydrogen derivatives). The downstream application paths for hydrogen energy are gradually becoming clear. It will break through first in transportation and chemical industries with the lowest price sensitivity, and advance along the path of “green shipping, hydrogen-powered heavy trucks, chemicals, metallurgy, and energy storage.” Guojin Securities said that, as an important component of the country’s future energy system, hydrogen energy is at a historical turning point toward scale and commercialization.

2、There have been disruptions in the supply of raw materials; Japanese companies for some tungsten hexafluoride (WF6) reportedly plan to cut off supply

According to media reports, Japanese tungsten hexafluoride (WF6) suppliers, such as Kanto Denka and Central Glass Co., Ltd., have begun notifying Korean semiconductor companies, including Samsung Electronics and DB HiTek, that their raw-material supply has been interrupted. It is understood that these WF6 suppliers will use existing tungsten inventory to maintain supply through May or June, but cannot guarantee supply for the second half of the year.

In the semiconductor manufacturing field, WF6 is mainly used as a key tungsten source and is widely applied in chemical vapor deposition (CVD) processes. Leveraging the excellent electrical conductivity, thermal stability, and high aspect-ratio pore-filling ability of tungsten metal, WF6 can deposit dense and uniform tungsten thin films on the surface of silicon wafers. This thin film is used to build the chip’s internal circuit interconnection structure, carrying the function of transmitting electrical signals, making it an indispensable key material in highly integrated chip manufacturing. From the global capacity layout, according to the statistics of Zhiyan Consulting, the current total global capacity of WF6 is about 10,350 tons, of which mainland China’s capacity is 5,130 tons, accounting for more than half of global total capacity, showing China’s important position in the global supply chain.

Trading suspension and resumption

【Trading suspension】

600355 *ST Jinglun

002598 Shandong Zhanggu

300081 Hengxin Eastern

301022 Haitike

【Trading resumption】

002686 Yili Data

000659 Zhuhai Zhongfu

Company announcement roundup

【Operating data】

Strong One Co., Ltd.: Net profit in Q1 expected to increase year-on-year by 654.79%—761.6%

Gold Qilin: Net profit in 2025 expected to increase 47.95% year-on-year; plans to distribute 10 shares for every 4.5 yuan

Cori Equipment: Net profit in 2025 expected to increase 3.33% year-on-year; plans to 10-for-3 bonus shares and 10 yuan per 10 shares in cash dividends

Gemdale Group: 2025 expected loss of 13.281 billion yuan

Ben Gang Plate: 2025 expected loss of 3.942 billion yuan

JAC Motors: 2025 expected loss of 1.703 billion yuan

Huayang New Materials performance quick report: 2025 expected loss of 5.7034 million yuan

【Hot topics】

Tianjin Yao Yao: The company’s R&D is mainly focused on generics, with no innovative drug projects under research

Xinghui Huanrcai: If raw material prices experience extreme volatility, the company may not be able to effectively resolve cost pressure through conventional cost transfer mechanisms

Shuangta Foods: The EU’s anti-dumping investigation into China’s pea protein; the applicable anti-dumping duty rate for the company’s involved products is 112.7%

Deke Li: The company’s optical switching (OCS) products have not yet obtained bulk orders from overseas mainstream manufacturers

Helin Weina: Re-submitted to the Hong Kong Exchanges and Clearing Limited an application for H-share issuance and listing

【Refinancing】

Lepobao Ke: Plans to raise funds through a private placement of no more than 2.5 billion yuan

Yuguang Gold and Lead: Plans to raise funds through a private placement to controlling shareholders and others of no more than 1.839 billion yuan

Yaben Chemistry: Plans to raise funds through a private placement of no more than 1.005 billion yuan

Gaole Shares: Plans to raise funds in a targeted issuance of no more than 854 million yuan for replenishing working capital

【Share increases/reductions and repurchases】

Wuchan Zhongda: Plans to repurchase the company’s shares worth 200 million—400 million yuan

Novastar Chain: Plans to repurchase the company’s shares for 50 million—100 million yuan

Molding Technology: The controlling shareholder plans to reduce its holdings by no more than 3% of the company’s shares

【Major investment】

Xingfa Group: Plans to invest 1.381 billion yuan to build a 100,000-ton-per-year battery-grade lithium iron phosphate project

Zhongying Electronics: Plans to raise funds from the controlling shareholder in a targeted manner of no more than 1 billion yuan for projects such as digital-analog mixed-chip R&D and industrialization

【Others】

*ST Jinbi: The party providing performance commitment related to Hanfei Investment has received a《Decision on Administrative Regulatory Measures》issued by the Guangdong CSRC

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By Guo Xutong