The increasing losses of US military aircraft have intensified market concerns: the geopolitical risk premium has been further increased.

The US military has lost two main combat aircraft in Iranian airspace and surrounding waters in succession, marking the first significant setback to America's air superiority since the war began.

20 m ago

Boji Medical Technology (300404.SZ) subsidiary Danyuan Diabetic Ointment has obtained the approval notice for drug clinical trials.

Boji Pharmaceutical (300404.SZ) announced that recently, its wholly-owned subsidiary, Xinglin Traditional Chinese Medicine Technology (Guangzhou) Co., Ltd., has obtained the "Drug Clinical Trial Approval Notice" issued by the National Medical Products Administration for the "Danyuan Tang Bi ointment".

10 h ago

Evening hot topics on A-share market | Nine government departments jointly issued a document with 64 measures to boost consumption!

Recently, the Ministry of Commerce and 8 other departments jointly issued the "Action Plan for Improving Service Consumption and Benefiting the People in 2026."

10 h ago

JP Morgan: AI demand "bursting" advanced process Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) Q1 gross margin may exceed expectations.

JPMorgan recently released a research report on TSMC (TSM.US), looking ahead to the first quarter of 2026 performance. It is expected that the Q1 gross profit margin will strengthen, driven by increasing demand for AI and further capital expenditure adjustments. The target price has been raised to NT$2400.

11 h ago

The US job market has not yet shown the impact of the war: Nonfarm payrolls in March greatly exceeded expectations, unemployment rate decreased, and the expectation of the Federal Reserve not cutting interest rates strengthened.

In March, the United States experienced a rebound in job growth and an unexpected decrease in the unemployment rate, indicating that the labor market is stabilizing amidst the outbreak of the Iran war.

11 h ago

Deutsche Bank looks ahead to US bank stocks Q1 financial report season: overall performance expected to be solid, net interest income likely to push upward towards guidance.

Deutsche Bank stated that it expects the overall performance of bank stocks to be steady/strong, with the net interest income (NII) of most banks expected to be at the upper end of guidance range (or even higher).

11 h ago

Mingxin New Material (605068.SH) plans to reduce its shareholding by no more than 2%.

Mingxin Xuteng (605068.SH) announced that on April 3, 2026, the company received a notification letter from Mingxin Assets regarding the plan to reduce its holdings of shares in Mingxin Xuteng New Materials Co., Ltd. The notice stated that Mingxin Assets will reduce its holdings of the company's shares through block trading within 3 months after 15 trading days from the date of the announcement (April 28, 2026 to July 27, 2026), with the total amount not exceeding 3.244 million shares, representing no more than 2% of the company's total share capital.

11 h ago

Ministry of Commerce: Continuously optimize the implementation mechanism of the policy for trading in old products for new ones, and continuously improve the efficiency of subsidy review and fund disbursement.

On April 3rd, the Ministry of Commerce held a nationwide teleconference to promote the trade-in of old for new consumer goods. The conference summarized the progress and effectiveness of the first quarter's trade-in program and deployed the next steps for expanding the focus on promoting consumer spending.

12 h ago

Roche (RHHBY.US) submitted the first non-tumor indication application for "Osimertinib Monoclonal Antibody" in China.

On April 2nd, the official website of CDE announced that a new indication for Roche's (RHHBY.US) Ocrelizumab injection has been accepted for market application.

12 h ago

Astrazeneca PLC Sponsored ADR(AZN.US) launches first phase III clinical trial for its self-developed ADC drug in China.

AstraZeneca (AZN.US) has initiated the first Phase III clinical trial of its self-developed ADC drug in China.

12 h ago

Russian March oil tax halved, Middle East conflict boosts oil prices, providing support.

Based on data released by the Russian Ministry of Finance on April 3, Russia's oil tax revenue in March was 494.9 billion rubles (approximately 61.8 billion US dollars), a sharp decrease of 48% year-on-year.

12 h ago

Suzhou SLAC Precision Equipment (300382.SZ) signed a technology development contract with Beijing University of Science and Technology.

Slake (300382.SZ) announced that the company has signed a "Technology Development Contract" with Beijing University of Science and Technology. The company has commissioned Beijing University of Science and Technology to research and develop the project "Research and Development of the Preparation Equipment for New Generation High Thermal Conductivity Metal/Diamond Composite Materials", and has paid research and development fees and rewards. Beijing University of Science and Technology has accepted the commission and will carry out this research and development work.

12 h ago

Bomin Electronics (603936.SH) granted 15.14 million restricted shares and 5.24 million share options to incentive objects.

Bomin Electronics (603936.SH) announced that, in accordance with the regulations of the Bomin Electronics 2026 Restricted Stock and Stock Option Incentive Plan and the authorization of the company's first extraordinary general meeting of shareholders in 2026, the company's board of directors believes that the grant conditions for the first grant of the incentive plan have been met and has agreed to designate April 3, 2026 as the first grant date. The company will grant 15.14 million restricted shares to 165 eligible incentive recipients at a price of 6.75 yuan per share, and will grant 5.24 million stock options to 46 eligible incentive recipients with an exercise price of 10.80 yuan per option.

12 h ago

The UAE Central Bank urgently "infuses" over 8 billion US dollars to support the banking system to withstand the impact of Middle East conflicts.

Jefferies analysts estimate that the Central Bank of the United Arab Emirates has injected over 30 billion dirhams (approximately 8.2 billion US dollars) into the banking system to help mitigate the impact of the Middle East conflict.

12 h ago

Trump submits budget proposal: military spending to increase to $1.5 trillion, non-defense discretionary spending to be cut by 10%

Trump announces budget proposal: on one hand reducing medical welfare spending, on the other hand significantly increasing defense spending.

12 h ago

A-share announcement highlights | Weichai Power (000338.SZ): Sales of engines for data centers are expected to reach approximately 1,400 units in 2025, a year-on-year increase of 259%.

In 2025, Weichai Power's data center sold approximately 1400 engines, an increase of 259% compared to the previous year.

12 h ago

Under the impact of oil prices, has the US stock catering sector been sold off excessively? Mizuho claims that there is no concrete evidence of a slowdown in growth.

The sell-off of restaurant stocks triggered by the soaring gasoline prices may be excessive.

12 h ago

Terumo Microtech's IPO on the Sci-Tech innovation board has been approved by the listing committee. Its core product, Stateudata monoclonal antibody injection, has been approved for listing in China.

Zhuhai Tainuo Maibo Pharmaceutical Co., Ltd. passed the listing committee meeting of the SSE STAR Market. Huatai United Securities is the sponsor institution and plans to raise 1.5 billion yuan.

13 h ago

Macao Monetary Authority: In February, Macao residents' deposits totaled MOP 840.1 billion, increasing by 0.4% monthly.

On April 2, statistics released by the Monetary Authority of Macao showed that resident deposits increased month-on-month in February 2026, while resident loans recorded a decrease.

13 h ago

Xizi Clean Energy Equipment Manufacturing (002534.SZ) wins bid for procurement project of SCR device and catalyst for gas turbine.

Xizi Clean Energy (002534.SZ) announced that the company has received a bid-winning notice from a domestic group company (which cannot be disclosed due to confidentiality agreements), confirming that the company has won the bid for the procurement project of SCR devices and catalysts for XXXX gas turbines. The bid price is 35.91 million RMB plus 3.9899 million US dollars (excluding tax).

13 h ago

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