chipset for semiconductor manufacturing
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International
 
*U.S. President Trump visited China, accompanied by Musk, Cook and other business leaders, while NVIDIA Jensen Huang was absent.
 
Industrial Economy
 
*According to a whistleblower, Intel is about to secure an order from Tesla to produce its AI6 chips, primarily due to pressure from the Trump administration on Tesla.
 
*Ministry of Agriculture and Rural Affairs: The mandatory national standards for “Quarantine Procedures for Agricultural Plants in Places of Production” and “Quarantine Procedures for Agricultural Plants in Transit” have been revised and released, and will take effect on April 1st, 2027.
 
Middle East Conflict
 
*Iranian official: If attacked again, Iran may choose to raise the uranium enrichment purity to 90%.
 
*The negotiations between the United States and Iran have reached an impasse, and Trump said that he was not in a hurry to resolve the conflict.
 
*Iran said that the prerequisite for negotiations with the United States is to end the war and lift the blockade.
 
May 12 Block Trade Info
 
*Discount
 
– Robotechnik Intelligent Tech (300757 CH) saw 5 block trades worth 63.01mn at 455.95yuan per share, 11.00pct discount from last closing.
 
– CATL (300750 CH) saw 1 block trades worth 50.69mn at 431.25yuan per share, 3.33pct discount from last closing.
 
*Premium
 
– Tongguang Electronic Wire&Cable (300265 CH) saw 10 block trades worth 41.08mn at 19.97yuan per share, 3.20pct premium from last closing.
 
For more insights, please visit Orient Futures Singapore’s research platform, 
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