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G60CHENGZHI (950049) News
Memory 'supercycle' sees equipment makers vying for a share; SK Hynix receives upstream price hike requests
According to South Korean tech media outlet ETNews on Thursday, SK Hynix recently requested multiple Tier-1 equipment suppliers to submit 'price adjustment review documentation,' i.e., supporting materials justifying price increases. Some equipment manufacturers have taken the opportunity to request price hikes of 3% to 4%. SK Hynix stated that it will determine the final pricing based on objective procurement criteria such as exchange rates and supply stability.
The Ministry of Industry and Information Technology has issued a document focusing on "AI + Communications," with the 6G network upgrade expected to unlock significant investment opportunities.
① The Ministry of Industry and Information Technology issued the 'Implementation Opinions on Promoting Innovation and Development of “AI + Information and Communications” (2026–2028)'. It stated that efforts should be made to advance the evolution of intelligent information and communications technologies, with a focus on integrating artificial intelligence into areas such as 5G-Advanced/6G, next-generation optical networks, “IPv6+”, and industrial internet. ② CICC recommends paying attention to investment opportunities across the industrial chain arising from 6G network upgrades.
AI Reshapes Energy Storage: Leading Companies Rush to Launch Agents; Industry Optimistic About Three Core Use Cases
① Multiple companies have launched AI Agents or energy operating systems integrated with AI, marking the materialization of AI + energy storage; ② The electricity spot market has entered a new phase of minute-level high-frequency trading, and the transition of energy storage from automated execution to autonomous intelligent decision-making represents the critical leap for AI + energy storage; ③ Companies indicated that demand for AI + energy storage is primarily concentrated in three scenarios: IDC data centers, commercial & industrial energy storage, and microgrids.
A-share market sees a modest surge in share buybacks and repurchases, with companies such as Wuxi Apptec and JAC Motors announcing share repurchase plans.
① On June 9, several listed companies on the A-share market announced share repurchase or share purchase plans, including Wuxi Apptec, JAC Motors, Jiayi Shares, Lianhe Optoelectronics, and Shanying International. ② Wuxi Apptec plans to repurchase shares worth RMB 1 billion for an employee stock ownership plan, with the repurchase price not exceeding RMB 156.95 per share.
State Grid's RMB 20 billion UHV pre-bid results announced: Hongsheng Huayuan, Pinggao Electric, and China XD Electric win major contracts | Quick Read Announcement
① State Grid Corporation of China has released the notice of shortlisted bidders for the second round of public tenders for equipment and materials related to its ultra-high-voltage (UHV) projects, with the total estimated awarded contract value exceeding RMB 20 billion. More than 20 listed companies are included in the shortlist. ② Three listed companies—Hongsheng Huayuan, China XD Group, and Pinggao Electrical—each secured preliminary awards valued at close to or exceeding RMB 2 billion.
Institutional investors are intensively surveying glass substrate-related stocks! The sector leader surged by 20% to hit the daily trading limit, and here is the list of the most visited hot stocks over the past month.
① Glass substrate-related stocks performed actively. As of Friday's market close, Leeman Optoelectronics surged by the 20% daily trading limit, Sanxia New Materials achieved its second consecutive trading limit up, and Jinrui Mining, Xinruida, and Kaiseng Technology all hit the daily trading limit, while Gebijia rose more than 12%. ② A list of glass substrate-related stocks that have received intensive institutional research visits over the past month is compiled below (see attached table), including prominent names such as BOE Technology, Hongxing Development, and Lens Technology.