Key A-share pre-market news on June 29

Mars Finance News, June 29th: Key A-share pre-market news on June 29th: 1. Yu Weining, Chief Statistician of the Industrial Statistics Department of the National Bureau of Statistics, interpreted the industrial enterprise profit data for January-May 2026. Yu Weining stated that the electronics industry played a significant supporting role. The global artificial intelligence technology revolution has led to an explosive demand for high-end computing chips and memory chips, driving rapid profit growth in the electronics industry. From January to May, the electronics industry's profits increased by 103.9%, contributing 43.1% to the profit growth of all large-scale industrial enterprises, making it a crucial support for the rapid profit growth of large-scale industrial enterprises. Furthermore, the semiconductor industry chain is developing well. In electronic device manufacturing, the profits of optoelectronic device manufacturing and semiconductor discrete device manufacturing industries increased by 53.8% and 40.6% respectively; in electronic component and electronic special material manufacturing, the profits of electronic special material manufacturing and electronic circuit manufacturing industries increased by 665.4% and 19.7% respectively. Medical equipment and related industries also saw rapid profit growth, with the profits of dental equipment and instruments manufacturing and sanitary materials and medical supplies manufacturing industries increasing by 26.4% and 23.2% respectively. 2. At a recent press conference held by the State Administration for Market Regulation, it was announced that the national standards series "Interconnection of Intelligent Agents in Artificial Intelligence" have been officially released. The seven national standards in this series comprehensively cover core aspects such as overall architecture, identity codes, identity management, intelligent agent description, intelligent agent discovery, intelligent agent interaction, and intelligent agent tool invocation. 3. The largest superconducting component of the "Comprehensive Research Facility for Key Systems of Fusion Reactor Mainframe," a major national science and technology infrastructure project, has completed its final manufacturing process and passed expert acceptance. Simultaneously, the high-temperature superconducting central solenoid coil magnet has also completed full-condition parameter testing, with its core performance reaching internationally leading levels. The toroidal field magnet is currently the largest fusion reactor superconducting magnet in the world. Measuring 21 meters long, 12 meters wide, and 3.3 meters high, with a total weight of 582 tons, it is currently the world's largest fusion reactor superconducting magnet. 4. According to reports, nearly 1,000 looms were seen weaving fabric at a factory in Jiaxing, Zhejiang Province. This fabric is the electronic cloth used in artificial intelligence servers. Electronic cloth is a key material in the electronic information industry. With the explosive growth in demand for computing power, the demand for electronic fabrics has also increased. In enterprise workshops, production lines are operating at full capacity 24 hours a day. Since the beginning of this year, products related to computing power have accelerated their export. In Wuhan, optical module production lines are also running 24 hours a day. With the accelerated construction of global computing infrastructure, this company's exports of optical modules above 800G have increased more than 100 times this year. 5. According to reports, industry insiders say that due to the continued surge in demand from downstream AI computing power, new energy vehicles, and energy storage, the supply and demand situation in the power semiconductor market remains tight. The head of a power semiconductor agency told CCTV Finance reporters that the delivery time for mainstream power semiconductors has generally been extended to more than 30 weeks, and even longer for some high-voltage devices. The sales situation has evolved from "price increases" to a coexistence of "price increases + shortages," and a "distribution" of goods has begun to emerge. 6. According to the official website of the China Securities Regulatory Commission (CSRC), the CSRC recently imposed administrative penalties on two private equity firms, Jiuying Asset Management and Tengchuang Investment, and related responsible personnel for their illegal and irregular activities. Industry insiders noted that the regulatory authorities fined Jiuying Asset and Tengchuang Investment over 58 million yuan, and imposed corresponding penalties on other parties involved, making the penalties the "heaviest in history." 7. Newly disclosed documents from the U.S. Federal Trade Commission (FTC) show that Musk is considering acquiring optical module company Mesh, and the antitrust review of this transaction has been included in the fast-track approval process. Mesh is a startup founded last year by three former SpaceX engineers, dedicated to developing hardware for high-speed data center communication, using light to send and receive information between data centers. 8. On June 27, it was reported that Apple has been lobbying officials at the U.S. Department of Commerce and other departments of the Trump administration to obtain approval to purchase chips from Changxin Memory Technologies Co., Ltd. 9. On June 27, the DeepSeek team, in conjunction with Peking University, published a paper on DSpark. DSpark has now completed real-world user traffic verification. Under the same total system throughput, V4-Flash improves single-user generation speed by 60%-85%, and V4-Pro by 57%-78%. 10. Jiangbolong: Company director Li Zhixiong reduced his holdings of the company's shares by 2,399,900 shares through centralized bidding from May 12 to June 25, 2026, accounting for 0.5673% of the company's current total share capital. The share reduction plan has been completed. After the reduction, Li Zhixiong holds 16,508,600 shares of the company, accounting for 3.9022% of the total share capital. 11. Wuliangye: Due to Zeng Congqin's inability to perform his duties normally, the company held its 2025 Annual General Meeting of Shareholders on June 26, 2026, and approved the "Proposal on Removing Directors and Electing Non-Independent Directors of the Seventh Board of Directors". The Board of Directors approved the "Proposal on Electing the Chairman of the Seventh Board of Directors", electing Deng Min as the Chairman of the Seventh Board of Directors. (KeGuBao Broadcast)