Alright folks, buckle up! Today’s market is a rollercoaster, and it’s not for the faint of heart. Trump’s dangling a carrot – potential ‘significant’ cuts to China tariffs – while Beijing, predictably, says ‘bring it on!’ Negotiations are open, but they’re ready to fight. Honestly, it’s classic Trump, designed to keep everyone on edge.
On the regulatory front, we’ve got the release of the 2025 Negative List for Market Access. Translation? More opening up, more foreign investment opportunities… theoretically. We’ll see if it translates to actual change or more empty promises.
And now, the real drama: the stock market. It’s been a brutal day for several companies facing delisting risks. Jiangsu Wuzhong, Luye Pharma, Jinlu Tai, and Green Biochemical all staring down the barrel. ST Jiyao is officially getting the axe – trading halts April 24th. Seriously, folks, this is a bloodbath.
But it’s not all doom and gloom. Some players are showing resilience. Yili shares regained trading after an acquisition deal. Tianqi Lithium and Wenshi Share both reported turning losses into profits for Q1, a positive sign. TopGroup saw a robust 39.52% year-on-year profit jump with a hefty dividend proposed. Kingsoft Office also boosted its Q1 profits by nearly 10%.
Let’s talk about the hype stocks. Jingcheng Shares capped a 3-day, 2-board spike by denying involvement in humanoid robots. Zhongxin Fluoride, up on two consecutive days, is tempering expectations about its DFBP capacity impact on future earnings. Finally, i-SoftStone Communications delivered a massive 548% profit jump, driven by demand for its modules.
A Quick Dive into DFBP:
DFBP, or Difluorobromopropylene, is a key material in lithium-ion battery electrolytes. Companies investing in DFBP production aim to capitalize on the EV boom.
Understanding Negative Lists:
A Negative List outlines sectors where foreign investment is restricted – everything not on the list is generally open. It’s a strategy to control specific industries.
Delisting & Risk Warnings:
These are serious warnings investors must heed. They signal significant financial distress and potential for total loss of investment. Don’t ignore them!
Module Business Boost:
The surge in module businesses—car, 5G, edge computing—shows the growth of integrated solutions driven by the demand of smart technologies.
