K-LinePoet

On May 6th, a total of 3,459 stocks received financing funds for buying, with 706 stocks having a buy-in amount exceeding 5.03B yuan. Among them, Cambrian, Zhongji Xuchuang, and New Easy Sheng ranked in the top three for financing buy-in amounts, receiving 3.51B yuan, 3.38B yuan, and 3.383 billion yuan respectively.

Shangda Shares Announcement, revenue for the first quarter of 2026 is 605 million yuan, a year-on-year increase of 3.90%; net profit is 24.0884 million yuan, a year-on-year increase of 6.04%.

After Labor Day, caustic soda futures quickly rebounded, due to maintenance capacity of 5 million tons in May, inventory destocking exceeding expectations, and expectations of liquid chlorine decline.
If maintenance is implemented, inventories will continue to decrease, and the decline in liquid chlorine will support the cost side, but high absolute inventories and futures premium limit the rebound.
Continuous decline in liquid chlorine will compress profits and lead to undervaluation.
If maintenance proceeds smoothly, spot prices recover, and inventory destocking continues, a positive month spread arbitrage can be considered.

Ruifeng Optoelectronics announces that in the first quarter of 2026, operating revenue was 476 million yuan, a year-on-year increase of 23.61%.
Net profit was 29.0718 million yuan, a year-on-year increase of 5.78%.

Daily Interactive Announcement, Q1 2026 operating revenue of 121 million yuan, a year-over-year increase of 22.02%.
Net loss of 16.0918 million yuan, compared to a loss of 16.5332 million yuan in the same period last year.

Yokogawa Precision announces that the revenue for the first quarter of 2026 is 200 million yuan, a year-on-year decrease of 1.50%; net profit is 9.99M yuan, a year-on-year decrease of 10.58%.

Meta-xylene futures main contract dropped over 2% during trading; the Meta-xylene 2608 put 7100 options contracts surged by 566.67%, rising from yesterday's close of 1.5 to 10; the Meta-xylene 2608 put 7300 options contracts surged by 233.33%, rising from yesterday's close of 3 to 10; the Meta-xylene 2608 put 7200 options contracts surged by 220.00%, rising from yesterday's close of 2.5 to 8.

The Russian Defense Ministry on the 11th stated that since midnight on the 8th, all units in the special military operation zone have strictly adhered to the ceasefire and maintained their positions previously occupied, while Ukraine has repeatedly violated the ceasefire.
In the past 24 hours, the Ukrainian military used multiple rocket launchers, artillery, and mortars to attack Russian positions, and 18 drones attacked civilian targets in Belgorod Province, injuring two residents.
Russia responded proportionally to Ukraine's violations of the ceasefire arrangements by striking Ukrainian command posts and drone launch sites.

Loose liquidity has led to declining returns for "baby" products, with overall yields of money market funds continuously decreasing, and the 7-day annualized yield commonly below 1%. Nearly 30% of funds have a 7-day yield of less than 1%, but their scale continues to grow, reaching 15.58 trillion yuan by the end of March 2026. Facing a low-interest-rate environment, the money market fund industry has entered a stage of minimal profits, and transformation has become inevitable.

Last period, the main contract of the European line consolidated shipping on the Shanghai Futures Exchange rose over 2%, closing at 2395 points.

Five departments issue opinions to promote the efficient handling of joint acceptance for new, renovated, and expanded housing and municipal projects. Covering completion acceptance filing, fire safety acceptance filing, planning and land verification, civil defense completion acceptance, construction archive acceptance, as well as fire safety inspections before the public gathering places are put into use, aiming for parallel processes and improved quality and efficiency. By October 2026, achieve one-window acceptance, joint inspection, and integrated online services; by June 2027, realize cross-departmental and cross-level data sharing and real-time feedback, promoting smart supervision and seamless monitoring.

Governor Ye Jianchun of Jiangxi Province conducted a special investigation into brain-computer interface technology and industrial innovation, emphasizing that BCI is a key core area for cultivating new future industry momentum, with broad application prospects and huge market potential. We must seize the window of technological implementation, leverage Jiangxi's unique advantages, strengthen technological leadership, scene cultivation, and policy support, accelerate the formation of a brain-computer interface industry cluster with Jiangxi characteristics, and inject new momentum into the province's future industrial development.

Poland's Minister of Agriculture and Rural Development, Stefan Krajewski, said on the 11th that Poland has officially filed a lawsuit with the European Court of Justice regarding the free trade agreement between the European Union and the Southern Common Market (Mercosur). Krajewski stated on social media that Poland is the only EU member state to bring the EU-Mercosur free trade agreement before the European Court of Justice. He emphasized that ensuring the safety of Polish farmers and consumers is the top priority for the Polish government. The EU-Mercosur free trade agreement has been provisionally in effect since May 1, but the European Court of Justice has not yet issued a ruling on its legality. According to a statement from the European Commission, the EU-Mercosur free trade agreement will gradually eliminate import tariffs on over 91% of EU exports to Mercosur, opening a common market with a population of over 700 million. (Xinhua)

The military equipment sector experienced a short-term surge, with Optical Valley shares hitting the daily limit, Ailida rising over 10%, and Guanglian Aviation, Longda Shares, Jianghang Equipment, Aerospace Power, and Triangle Defense following suit.
In related ETFs, the Military ETF E Fund (512560) increased by 1.09%, with a trading volume of 18.1228 million yuan, and the Military Leading ETF Fuguo (512710) rose by 1.6%, with a trading volume of 192 million yuan.

On the 11th, at a press conference held in Beijing, it was announced that the Beijing Internet Information Office, the Beijing Municipal Bureau of Commerce, and the Beijing Municipal Bureau of Government Services and Data Management jointly released the "China (Beijing) Pilot Free Trade Zone and National Service Industry Expansion Comprehensive Demonstration Zone Data Exit Management List (Negative List) (2025 Edition)" and supporting management measures, expanding the negative list management mechanism for data exit from the Free Trade Zone to the entire provincial administrative region. (Xinhua News Agency)

In the short term, affected by four negative factors including rumors of rice grain auctions, new wheat entering the market, imported grains arriving at ports, and weak demand for breeding, market sentiment is bearish. The 07 contract broke below the 60-day moving average, with 2365 yuan/ton still providing support, but the pressure at 2450 yuan/ton is clear. The trading range may contract to 2320-2400 yuan/ton, with future focus on the implementation of the auction plan and the new wheat purchase price forming a new anchor.

The pork sector saw a short-term rally, with Tianbang Foods hitting the daily limit. Jin Xin Nong, Shennong Group, Tiankang Biological, Tangrenshen, Huatong Shares, and others all moved higher. Regarding related ETFs, the breeding ETF Huixinbao (159172) rose 0.76%, with trading volume of 2.9645 million yuan, while the agricultural ETF Fuxing (159825) had trading volume of 21.7467 million yuan.

Spot silver rises over 1%, currently at $80.79 per ounce.

The 46th Australian Tourism Exchange, hosted by the Australian Tourism Board, opened in Adelaide, South Australia, on the 11th, with over 140 Chinese companies participating. This trade fair will run until the 14th, with tourism companies from 32 countries and regions attending. (Xinhua News Agency)

SK Hynix stock price increase expands to 12%, trading at 188,800 won, with a total market value reaching $900 billion.