Sectors
-When responding to questions regarding the review of Meta’s acquisition of the AI platform Manus, the Ministry of Commerce stated that enterprises engaging in overseas investment, technology export, data outbound transfer, cross-border mergers and acquisitions and other activities must comply with Chinese laws and regulations and complete statutory procedures.
Industry
-Polysilicon futures plunged by the daily limit on January 8. This came after a leaked meeting minutes showed that on January 6, the State Administration for Market Regulation held talks with the Photovoltaic Industry Association and several leading enterprises, where the meeting mainly covered circulating information on monopoly risks, putting forward clear rectification opinions, and setting requirements for enterprises to carry out rectification work.
-Upon approval by the State Council, China Petrochemical Corporation and China National Aviation Fuel Group Corporation have implemented restructuring.
International
-US President Trump has called for a roughly 50% substantial increase in the 2027 defense budget to $1.5 trillion, which will be funded by last year’s tariff revenues, in a bid to build a “Dream Military” for the United States.
Jan 8 Block Trade Info
*Discount
– Advanced Micro-Fabrication Equipment (688012 CH) saw 6 block trades worth 226.65mn at 324.86yuan per share, 7.80pct discount from last closing.
– Quanxinhao (000007 CH) saw 1 block trades worth 158.58mn at 10.35yuan per share, 10.00pct discount from last closing.
– Sundiro Holding (000571 CH) saw 1 block trades worth 82.87mn at 5.99yuan per share, 1.48pct discount from last closing.
For more insights, please visit Orient Futures Singapore’s research platform,
Finoview.

