[Hot Spot Tracking].

Shudao Equipment (300540.SZ): This round of U.S. tariff policy will not affect the company's overseas sales and overall operating performance

Seagull Sumitomo (002084.SZ): Exports to the U.S. account for about 30% of the overall revenue

Click(002782.SZ): The impact of this round of U.S. tariffs on the company's revenue and profit is small

[Project Investment].

Taihua New Materials (603055.SH): plans to invest in a new production base in Vietnam

East China Heavy Machinery (002685.SZ): It is planned to invest 1 billion yuan to build the "East China Heavy Machinery Intelligent Manufacturing Base Project".

Lily (603823.SH): It is planned to invest in the industrialization project of high-performance organic pigments and supporting materials for lilies

[Contract Winning Bid].

Chinalco International (601068.SH): Won the bid of about 2.033 billion yuan for the Simfer mining operation and maintenance project of the Simandou project in Guinea

Dashi Intelligence (002421.SZ): The consortium signed a smart hospital project of 26.423 million yuan

Zhonghe Technology (000925.SZ): Won the bid for the system equipment integration of the signal system renewal and transformation project of Dalian Metro Line 3 (Development Zone-Jiuli Section and Bay and Jiuli Base).

Delinhai (688069.SH): Won the bid for the operation and management project of Xingyun Lake in-situ algae control and water quality improvement project

[Performance Disclosure].

Montage Technology (688008.SH): Net profit in the first quarter is expected to increase by 128.28%-146.19% year-on-year

Changan Automobile (000625.SZ): Net profit of 7.321 billion yuan in 2024 is planned to be distributed in 10 distributions of 2.95 yuan

CICC (601995.SH): net profit in the first quarter is expected to increase by 50% to 70% year-on-year

China Securities Construction Investment (601066.SH): net profit in the first quarter is expected to increase by about 50% year-on-year

[Equity acquisition].

ST Huijin (300368.SZ): It plans to acquire 30% of the equity of its holding subsidiary, Zhongke Tuoda

Shapu Aisi (603168.SH): It plans to sell 100% of the equity of its wholly-owned grandson company

[Repurchase].

Satellite Chemical (002648.SZ): It plans to spend 200 million yuan to 400 million yuan to repurchase shares

Goertek (002241.SZ): plans to spend 500 million yuan to 1 billion yuan to repurchase shares

Haomei New Materials (002988.SZ): plans to repurchase 150 million yuan to 250 million yuan of the company's shares

Sanhuan Group (300408.SZ): plans to repurchase 150 million yuan to 200 million yuan of the company's shares

Infore environment (000967.SZ): plans to repurchase 200 million yuan to 300 million yuan of the company's shares

[Increase or decrease in holdings].

Inspur Information (000977.SZ): Inspur Group plans to increase its holdings of 100 million yuan to 200 million yuan in the company's shares

Anhui Heli (600761.SH): The controlling shareholder forklift group plans to increase its holdings by 100 million yuan to 200 million yuan

Joyson Electronics (600699.SH): The controlling shareholder plans to increase his holdings of 50 million yuan to 100 million yuan of the company's shares

Xin Fengming (603225.SH): The controlling shareholder plans to increase his holdings of 200 million yuan to 300 million yuan in the company's shares

[Other].

Xingyuan Zhuomei (301398.SZ): Received the customer's project fixed-point notice

Qide New Materials (300995.SZ): Obtained the customer's project designation notice

Longyun Co., Ltd. (603729.SH): It is planned to sign a "cooperation agreement" with Tianzhu Mountain Cultural Tourism Group