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He Lifeng, a member of the Political Bureau of the CPC Central Committee, met with heads of multiple multinational corporations at the Diaoyutai State Guesthouse, expressing that China's economy is performing well and will continue to expand opening-up to the outside world, welcoming multinational corporations to increase investment. At the same time, corporate leaders expressed confidence in the Chinese market and are willing to continue investing.

Yueneng Holdings plans to invest 1.1 billion yuan to increase its capital in Xiantian Computing Power, indirectly holding shares in Zhengzhou Heying. This transaction will result in Xiantian Computing Power controlling Zhengzhou Heying, while Yueneng Holdings will continue to focus on its main thermal power generation business. Future performance forecasts indicate profit growth, but there are market risks and operational uncertainties.

As the Middle East conflict drives up energy prices, the European Central Bank is under pressure to raise interest rates. Several central bank officials have already expressed concern about energy prices, hinting that they may take action at the upcoming monetary policy meeting. Markets anticipate an increase of about 75 basis points this year, with inflation expectations being significantly revised upward, especially given the supply disruptions.

This week, M&A and restructuring activities in the A-share market were active, with 17 companies disclosing relevant progress, including Jingvest Development and Orient New Energy. Multiple companies experienced stock price limit-ups following acquisition and capital increase announcements. Some companies received inquiry letters requiring supplemental disclosure on core issues such as transaction valuations.

Iran's Foreign Minister Araghchi emphasized the desire to end the war completely, rather than a temporary ceasefire. He criticized attacks by the United States and Israel, and called for global unity in opposition. Iran seeks to ensure its own security and claim damages, while negotiating with Japan regarding vessels transiting the Strait of Hormuz.

Since the beginning of this year, securities firms have maintained active research on A-share listed companies, focusing on the power equipment and new energy industries, particularly the wind power and photovoltaic sectors. Multiple companies such as Dajin Heavy Industry have received widespread attention. Meanwhile, the storage chip industry has also become a hot topic for research due to rising prices and increased demand. Securities firms maintain an optimistic outlook on the market going forward, recommending investors pay attention to companies with low valuations and pricing power.

Sam responded to the controversy over "pork slaughtered months ago," stating that online rumors are unfounded and that all related products are fresh, compliant chilled pork with system information update errors. Sam committed to optimizing system integration to ensure product quality. The recent controversy stemmed from a netizen discovering abnormal traceability information after purchasing chilled pork, which sparked consumer concerns about product quality.

Recently, pork and live pig prices have declined overall, with tight market supply and demand. On March 20, the national average pork price fell to 15.98 yuan/kilogram, while live pig prices also showed a slight decrease. Relevant departments held a meeting to analyze price trends, emphasizing production capacity regulation and market adjustment. The forecast suggests that market conditions may decline slightly in the coming week, but sentiment resisting further declines may limit the extent of the drop.

Latest reports show that a Greek bulk carrier has activated its Automatic Identification System for the first time while transiting the Strait of Hormuz into the Persian Gulf; meanwhile, Iran's Foreign Minister expressed willingness to allow Japanese vessels to pass through. The Israeli Defense Forces are striking Iranian targets, while Iran has launched missiles at Diego Garcia Base. Additionally, international oil prices have surged significantly due to Middle East tensions, with UBS warning that the current oil price increases pose serious implications for the U.S. economy.

This week, the Shanghai Composite Index fell below 4,000 points, while the ChiNext Index rose against the trend. ETFs experienced a net outflow of 8.76 billion yuan. Healthcare ETFs were favored by funds, whereas chemical and non-ferrous metal ETFs were heavily sold off, with a net outflow of 26.2 billion yuan. Tensions in the Middle East have heightened market inflation concerns, impacting short-term sentiment. Five new ETFs will be launched next week.

Tesla founder Musk has continuously praised China's domestically developed large models, particularly the technical progress of the Kimi team and the cost-effectiveness of Encoder 2, demonstrating his attention to China's AI development. The report released by Kimi and its new methodology have been called important signals of deep learning 2.0, which Musk has expressed appreciation for.

The ongoing situation in the Middle East continues to affect the air freight market, with a reduction in flights causing capacity shortages and freight rates to rise. Rising oil prices and increased fuel surcharges are adding to operational costs, while shippers' cautious attitude is intensifying. Demand on Europe-US routes is increasing, leading to higher freight rates. In the short term, rates will stay high, but the long-term outlook remains uncertain.

Recently, the A-share market has experienced volatility and adjustments. Some attribute this partly to position reductions by mid-sized insurance companies, but industry insiders believe this explanation is inaccurate, with actual impact being limited. The insurance industry overall has high concentration, with major insurers dominating market share, and market fluctuations are influenced by multiple factors. Subsequent investment opportunities will focus on structural themes, and investors need not be overly pessimistic.

Humanoid robot industry is at a crucial juncture of technological breakthrough transitioning to commercialization. Unitree Robotics' IPO has been accepted for review, with projected humanoid robot shipments exceeding 5500 units by 2025 and operating revenue reaching 1.708 billion yuan. The global humanoid robot market outlook is optimistic, with Chinese manufacturers demonstrating strong growth. Multiple concept stocks have high performance growth expectations, but some stock prices have already corrected.

The PCB sector has performed strongly due to rapid growth in the AI industry, with multiple companies' stock prices rising over 10% on March 20th. The global PCB market is projected to reach $84.9 billion in 2025. High-layer boards and HDI boards have become the main growth drivers, with significantly increased demand for AI servers. Listed companies are frequently expanding production capacity, and institutions predict that certain companies' performance in 2026 will grow year-over-year by over 20%. Overall market outlook is optimistic.

Federal Reserve officials indicated expectations for three rate cuts within the year, though weakness in the labor market and Middle East tensions could impact policy. Currently, the probability of rate hikes has risen above 30%, and uncertainty surrounds Fed Chair Powell's tenure, which could delay confirmation of his successor.

U.S. Treasury Secretary Bessent announced that the Trump administration issued a 30-day sanctions waiver, allowing the purchase of already-loaded Iranian oil from maritime sources, aimed at easing energy supply pressure and planning to release approximately 140 million barrels of oil to global markets to lower oil prices. This license is limited to already-transported oil and does not permit new transactions.