Key A-share pre-market news on June 16

Mars Finance News, June 16th: Key A-share pre-market news: 1. Reports indicate that US President Trump and Vice President Vance have signed a US-Iran memorandum of understanding, and the Speaker of the Iranian Islamic Parliament has also signed it. 2. The Artificial Intelligence Institute of the China Academy of Information and Communications Technology, the Key Laboratory of Artificial Intelligence Large Model and Software/Hardware Evaluation of the Ministry of Industry and Information Technology, and the Model as a Service (MaaS) Working Group of the China Artificial Intelligence Industry Development Alliance (AIIA) will jointly hold a "High-Quality Token Service Seminar" in Beijing on June 16th. 3. Shanghai Suiyuan Technology Co., Ltd., a domestic GPU company, received approval from the listing committee for its IPO on the Science and Technology Innovation Board. The company plans to raise 6 billion yuan. 4. Guangdong Chip Semiconductor passed the review yesterday. The company is the first unprofitable company to be reviewed after the implementation of the ChiNext reform in April this year, and also the first wafer manufacturing company on the ChiNext. 5. According to channel sources, the current shortage of MLCCs is not limited to AI-grade MLCCs; demand for major specifications is insufficient. This MLCC shortage is expected to continue until 2027 or even 2028, potentially exceeding the passive component shortage wave of 2018. 6. According to reports, a market manager at a domestic copper foil manufacturer stated that the company's HVLP4 generation computing copper foil, specifically designed for AI servers and high-speed optical modules, has orders booked until the second half of 2027. 7. Supply chain sources reveal that as TSMC and its partners actively expand advanced packaging capacity, the supply-demand gap for CoWoS is expected to narrow significantly from the current approximately 20% to about 10% by the end of 2026, and is expected to improve further in 2027. 8. According to data from the BuyChemPlastics Research Institute, as of June 9th, the domestic price of 99.999% pure tungsten hexafluoride was 1670-1810 yuan/kg, a 232.7% increase compared to the same period last year (523 yuan/kg). 9. According to the First Academy of China Aerospace Science and Technology Corporation, the communication research team of the Academy's Research and Development Center, in collaboration with Shanghai Aerospace Electronics Co., Ltd., recently achieved a key breakthrough in the field of novel electromagnetic control core technology, successfully completing the development of functional samples for metasurface electromagnetic control core technology. Meanwhile, the R&D team reduced the mass production cost of high-end satellite communication and millimeter-wave communication terminals from tens of thousands of yuan to thousands of yuan. 10. On the 15th, the Nuclear Industry Physical and Chemical Engineering Research Institute of China National Nuclear Corporation (CNNC) announced that Chinese scientists have achieved a key breakthrough in the field of stable isotope enrichment and high-purity silicon preparation, successfully achieving for the first time the independent mass production of silicon-28 isotopes with an abundance exceeding 99.99%, with key product indicators reaching international advanced levels. This scientific breakthrough will provide solid support for the independent development of silicon-based quantum computing chips in China. 11. China Shipbuilding Special Gas stated on its interactive platform that rumors circulating online about signing a long-term supply agreement with TSMC are untrue, and that negotiations with relevant customers regarding subsequent supply plans are still ongoing. 12. EVE Energy announced that it expects net profit attributable to shareholders of the listed company for the first half of 2026 to be between 3.13 billion yuan and 3.371 billion yuan, representing a year-on-year increase of 95%-110%. 13. On the 15th, Kang Bo, Director and Vice President of Seres Group, released a video showcasing Seres' humanoid robot "Xiao Sai". Kang Bo also revealed that Seres has more types of embodied intelligent robots in preparation, which will be officially launched this year. 14. Recently, Lianyong Microelectronics issued a product price adjustment notice to its customers, raising prices for all power chip products by 10%-15% starting June 15th. 15. Nvidia issued investment-grade bonds for the first time in five years, reportedly receiving over three times the subscription amount, raising $25 billion. 16. Elon Musk recently stated that his rocket company SpaceX could achieve $1 trillion in revenue by 2030. (Science and Technology Treasure Broadcast)