Author: xjadmin

On March 13th, the first two pilot scenarios of Shanghai Quantum City launched a roadshow on March 12th. The first batch of pilot scenes for this roadshow are “Treasure in the Hands of a Better Life” and “Ranjizhiwang”. The “Treasure of a Better Life” is a design product of Quantum City based on the “15 minute Community Life Circle” scenario, which digitally upgrades community services such as clothing, food, housing, and transportation. The “Pocket Treasure of a Better Life” application is expected to be piloted and launched on March 30th in Caoyang New Village Street, Putuo District. The “Ranji Intelligent Network” aims to empower management departments and gas social enterprises by creating a Ranji Intelligent Network Empowerment Platform (referred to as “Small Ran Application”), which develops functional modules such as review (business review), evaluation (spatial assessment), prevention (pre prevention), monitoring (dynamic monitoring), and assistance (emergency dispatch) in batches to meet the business needs of management departments and gas social enterprises. It carries out “observation, listening, questioning, and cutting” of urban gas, and real-time grasps the spatial location and safety dynamics of gas pipelines. (Upstream News)

On March 13th, antimony, also known as “industrial monosodium glutamate”, has recently come into the spotlight of the market due to its rapid price increase and significant price difference at home and abroad. Data shows that on March 12th, the domestic price of No.1 antimony ingot was 200000 yuan/ton, an increase of 57000 yuan/ton compared to the beginning of 2025. Since February this year, the price of antimony has risen by over 40%. However, the price difference of antimony ingots at home and abroad is still close to 200000 yuan/ton. The rise in antimony prices has strongly boosted the stock prices of related listed companies. As of now, since February, the stock prices of Huayu Mining, Hunan Gold, and Huaxi Nonferrous have increased by 68%, 33%, and 33% respectively. Industry insiders say that due to tight supply and stable demand, there is still potential for antimony prices to rise in the future.

On March 13, Silicon Mobile announced on the evening of March 12 that Trae, China’s first AI native integrated development environment (AI IDE) released by ByteDance, has preset the Silicon Mobile Silicon Cloud platform as a model provider to support users to access DeepSeek-R1&V3, QWQ-32B, Qwen2.5-Coder and other models suitable for coding through API Key.

① At 3:00 pm, the Ministry of Commerce held its first regular press conference in March 17: IEA releases monthly crude oil market report; ③ 18: 00 Euro Zone January Industrial Output Monthly Rate; ④ 20: 30 US February PPI annual rate, US February PPI monthly rate; ⑤ 20: 30 initial jobless claims in the United States for the week ending March 8th; ⑥ 22:30 US EIA natural gas inventory for the week ending March 7th.

On March 13th, the large technology sector has become a hot topic in the market recently. During interviews and research, reporters found that as the popularity of the big technology sector continues to soar, DeepSeek、 A series of segmented concepts such as artificial intelligence (AI) computing power, AI intelligent agents, and humanoid robots have taken turns to attract investors’ attention, and even generated a certain siphon effect. However, it is widely recognized by institutional investors that the large technology sector is likely to become the main investment focus for the whole year. In the environment where hot concepts are frequently emerging within the large technology sector, several fund managers have stated that they will pay more attention to exploring investment opportunities brought by key links that deeply benefit from industry trends. (China Securities Journal)

On March 13th, due to factors such as bond market adjustments, the net value of bank wealth management products has fluctuated since February, and overall returns have shown a downward trend until a slight rebound last week. During this period, some investors chose to redeem their wealth management products in advance. In response, multiple bank wealth management institutions have stated that the above situation is only a short-term adjustment and advise investors to hold on patiently to avoid frequent redemption and missed opportunities. In the long run, fixed income wealth management products still have potential. The industry generally believes that the pressure of net asset value drawdown for bank wealth management products is relatively controllable. (Shanghai Stock News)

On March 13th, since the beginning of this year, the recovery of the equity market has driven capital inflows into the A-share market. From the perspective of the public fund issuance market, as of March 12th, more than 70 funds have ended early fundraising this year, including 37 equity funds, accounting for half of the market. At the same time, many newly established funds since the beginning of this year have been actively building positions. Looking ahead to the future, institutions remain optimistic about the medium to long term equity investment opportunities. (Shanghai Stock News)

On March 13th, recently, the market’s attention to AI (artificial intelligence) wearable devices has been continuously increasing, and 2025 is also regarded by many market participants as the first year of the explosion of AI wearable devices, with a high prosperity in the consumer electronics sector. Analysts believe that smart wearable devices represented by AI glasses are creating new consumer scenarios through multimodal interaction, real-time translation, health monitoring, and other functions. The embedding of AI technology enhances the interactive experience of devices and further broadens the application boundaries of smart wearables. Currently, various brands are laying out AI glasses, and the industry has entered a stage of diverse development. Continuous product innovation may drive rapid growth in terminal shipments, and related targets in the industry chain are expected to fully benefit. (China Securities Journal)

On March 13th, as of March 12th, the amount of “red envelopes” distributed by fund companies this year has exceeded 40 billion yuan. The reporter noticed that shortly after the beginning of 2025, some fund companies will distribute large dividends. Among them, the highest total dividend amount of fund products reached 2.68 billion yuan, and the highest dividend ratio was 20%. In addition, bond funds account for 78% of the funds that distribute dividends, while the dividend scale of equity passive index funds should not be underestimated. Industry insiders believe that dividends not only help investors lock in returns, but also significantly enhance their investment experience. Against the backdrop of policy support and continuous improvement in the market environment, fund companies emphasized the “dividend” attribute at the beginning of product design, further enhancing the attractiveness of the product. (Securities Times)

On March 13th, recently, there has been a strong sentiment among investors, and the market financing balance has also risen sharply. According to statistics, as of March 11, the latest financing balance of A-shares was 1.910685 trillion yuan, reaching a new high in nearly 10 years since July 3, 2015. Since 2025, the cumulative net purchase of A-share financing funds has been 56.54 billion yuan. According to weekly data, financing funds have made net purchases for six consecutive weeks (including this week) since February (after the Lunar New Year), with a cumulative net purchase amount of 146.1 billion yuan. Semiconductor, artificial intelligence (AI), computing power and other technology stocks have received significant increases in holdings. Most institutions believe that continuous breakthroughs in artificial intelligence related technologies are expected to drive the revaluation of Chinese technology stocks. (Securities Times)