March 26 Important News Overview

What Important News Is There

1. On March 27 (Friday), subscription reminder: Sanrui Intelligent subscription code 301696, issue price 24.68 yuan/share, subscription limit 6,000 shares. Hongban Technology subscription code 732459, issue price 17.70 yuan/share, subscription limit 21,000 shares. Investment involves risks, please subscribe cautiously.

2. On March 26, Foreign Ministry spokesperson Lin Jian hosted a regular press conference. A reporter asked about U.S. President Trump’s planned visit to China. Lin Jian stated that head-of-state diplomacy plays an irreplaceable strategic guiding role in China-U.S. relations. Both sides maintain communication regarding President Trump’s visit to China. (CCTV News)

3. On the afternoon of March 26, the Ministry of Commerce held a regular press conference to introduce recent key work in the business sector. The spokesperson for the Ministry of Commerce introduced that recently several global heads of multinational companies and representatives from the U.S.-China Business Council and other trade associations made intensive visits to China, many of whom visited the Ministry of Commerce for candid and pragmatic communication, all highly recognizing the strong resilience, innovative vitality, super-large scale market advantages, and continuously optimized business environment of the Chinese economy, considering China as an innovative base for the global development of multinational companies. Many multinational companies’ investments in China have upgraded from optional resource allocation to a necessary choice for strategic development.

4. The Shanghai Stock Exchange announced the scheduled disclosure time for the Q1 2026 report, with Tiande Yu set to disclose its Q1 report on April 9, followed by high-energy environment, Haiguang Information, Baobian Electric, Baoguang Shares, He望 Electric, etc., which will disclose their Q1 reports on April 10 and April 11.

5. The Hang Seng Index Company released an optimization of the disclosure requirements for the Hang Seng Technology Index theme. According to its index calculation method, constituent stocks eligible for inclusion in the Hang Seng Technology Index must have their business highly related to any of the following six major technology themes: including the internet (including mobile communications); financial technology; cloud; e-commerce; digital or intelligent. To optimize the disclosure and transparency of the above technology theme requirements, relevant technology sub-themes have been added under each technology theme in the calculation method document of the Hang Seng Technology Index to more clearly define the scope of each technology theme. The calculation method of the Hang Seng Technology Index remains unchanged.

6. On March 26, at the annual meeting of the Zhongguancun Forum—RISC-V Ecological Technology Forum, the Chinese Academy of Sciences officially announced a series of important achievements in RISC-V key technology breakthroughs, industrial collaborative innovation, and talent cultivation, focusing on the release of two major achievements: the “Xiangshan” open-source processor and the “Ruyi” native operating system, and officially launched the joint research and development of the next generation of chips and operating systems. Experts introduced that RISC-V is a globally free and open chip underlying architecture, equivalent to the “universal standard” in the chip industry. It does not require patent fees and can be modified independently, making it one of China’s important routes to break through the chip ecosystem and develop controllable computing power. (Xinhua News)

7. On March 26, the State Administration for Market Regulation held the first enterprise fair competition symposium of 2026, focusing on the theme of “regulating corporate competition behavior and building a healthy competition ecology for enterprises going abroad,” engaging in in-depth communication with responsible persons from companies such as China Minmetals Corporation, China State Construction Engineering Corporation, CATL, BYD, Chery Automobile, Didi, and Meituan, and listening to opinions and suggestions. Meng Yang, a member of the administration’s party group and deputy director, attended the meeting and spoke. Meng Yang introduced the administration’s work in maintaining fair market competition and supporting enterprises in cultivating new competitive advantages. He emphasized that the administration will resolutely implement the decisions and deployments of the Party Central Committee and the State Council, strengthen antitrust regulatory enforcement, enhance corporate compliance guidance, deeply rectify “involutionary” competition, deepen institutional opening in the competition field, and provide greater support for enterprises to explore international markets and achieve high-quality development.

8. The General Office of the Guangdong Provincial Committee of the Communist Party of China and the General Office of the Guangdong Provincial People’s Government issued the “Guangdong Province 2026 Action Plan for Promoting the Coordinated and Integrated Development of Manufacturing and Service Industries,” which proposes to strengthen financial service support. It guides financial institutions to make good use of the re-loan policy for technological innovation and technological transformation and to increase credit investment in the sci-tech innovation field. It encourages banking institutions to strengthen the specialized construction of sci-tech branches and to develop financial products such as quality financing and credit enhancement, intellectual property pledges, equity pledges, and accounts receivable financing. It encourages insurance institutions to launch insurance products covering the entire life cycle of R&D, production, and operation of manufacturing enterprises. It encourages the development of financing leasing businesses for large machinery and equipment such as industrial mother machines and first sets of equipment, exploring new leasing tracks in low-altitude economy and computing power, supporting qualified regions in creating gathering areas for financing leasing services. It utilizes various national and provincial industrial investment funds, targeting the high-quality development needs of advanced manufacturing, focusing on early investment, small investment, future investment, and hard technology investment. It supports qualified manufacturing and service integration enterprises to go public for financing, issue bonds, and engage in mergers and acquisitions. It aims to achieve a faster growth rate of technology loans than the average loan growth rate by the end of 2026.

9. The General Office of the Guangzhou Municipal People’s Government issued the Implementation Plan for Promoting the High-Quality Development of the Artificial Intelligence Industry in Guangzhou. Among them, it proposes that by 2030, artificial intelligence will comprehensively empower high-quality development in our city, with the application penetration rate of new-generation intelligent terminals, intelligent agents, and other applications exceeding 90%, making the intelligent economy an important growth pole for our city’s economic development, striving to achieve results of “ten hundred thousand,” creating an ecological value park for artificial intelligence, forming an AI industry application demonstration zone and a new-type intelligent terminal gathering area, and constructing 10 common technology service platforms for AI industry applications (including AI pilot bases, empowerment centers, etc.); forming 100 vertically segmented large models with market competitiveness and industry promotion; forming 1,000 AI scenario application demonstrations; nurturing 10,000 “Artificial Intelligence +” related enterprises, including 1-2 leading enterprises with revenue exceeding 100 billion yuan and 2-3 intelligent terminal products ranking among the top in national sales; striving for the core AI industry and related industry applications to form a trillion-level industrial ecological circle, fully committed to making Guangzhou a city with global influence in vertical model development.

10. On the 26th, Israeli media quoted sources saying that a commander of the Iranian Islamic Revolutionary Guard Corps Navy was killed during Israeli military operations. (Xinhua News)

11. Local time on March 26, the European Parliament held a vote on the EU-U.S. trade agreement, which was ultimately approved. The International Trade Committee of the European Parliament resumed the legislative approval process for the EU-U.S. trade agreement with a vote result of 29 in favor on March 19. The EU and U.S. reached a trade agreement by July 2025. The EU needs to eliminate tariffs on U.S. industrial products and provide preferential market access for U.S. seafood and agricultural products in exchange for the U.S. imposing a 15% tariff on most EU goods exported to the U.S. (CCTV News)

Don’t Miss These Company News

China Ping An: 2025 non-dedicated net profit increased by 22.5% year-on-year, proposed a cash dividend of 17.5 yuan per 10 shares.

Pop Mart: On March 26, repurchased 3.94 million shares at a cost of approximately 600 million Hong Kong dollars.

China Mobile: 2025 shareholders’ profit attributable to shareholders is 137.1 billion yuan, a year-on-year decrease of 0.9%.

Yangtze Optical: The proportion of new optical fiber products related to data centers and interconnects in total global market demand is relatively small.

XQ Link: 2025 net profit increased by 1151.44% year-on-year, proposed a cash dividend of 2.95 yuan per 10 shares.

Jiangnan High Fiber: The gross profit margin of the company’s main business and products has not undergone significant changes.

Shougang Co.: Planning to purchase equity assets of its controlling subsidiary, suspension of trading from the 27th.

CITIC Securities: 2025 net profit increased by 38.58% year-on-year, proposed a cash dividend of 4.1 yuan per 10 shares.

SMIC: 2025 net profit of 5.041 billion yuan, a year-on-year increase of 36.3%.

Ding Tai High Tech: Proposed a 5 billion yuan project to build a smart manufacturing headquarters base in Dongguan.

Ding Long Co.: First-quarter net profit is expected to increase by 70.22%—84.41% year-on-year.

Qingdao Beer: 2025 net profit increased by 5.6% year-on-year, proposed a cash dividend of 23.5 yuan per 10 shares.