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Real-time News
According to Hong Kong Stock Exchange documents, Shanghai Xinyi Linhe Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange.On January 30, the China Securities Regulatory Commission (CSRC) publicly solicited opinions on the "Decision on Amending the Opinion on the Application of Securities and Futures Law No. 18 (Draft for Solicitation of Opinions)." The draft clarifies the basic requirements for capital investors. Building upon long-term, substantial shareholding and nomination of directors to participate in corporate governance, capital investors are required to have a deep understanding of the listed companys industrial development, be able to help the listed company introduce strategic resources, significantly improve the listed companys governance and internal control, and promote the listed companys market resource integration or enhance its core competitiveness.January 30th - Amidst the record-breaking rally in US stocks, the American corporate world is sending somber signals regarding its sustainability. According to data compiled by the Washington Service, nearly 1,000 executives at approximately 6,000 publicly traded US companies sold shares this month, while only 207 increased their holdings, resulting in the highest buy-sell ratio in five years. While its difficult to determine whether factors other than market performance influence insider buying and selling decisions, the cautious stance of business leaders who know their businesses best amid concerns about high valuations, surging AI spending, and a series of uncertainties in global affairs is undoubtedly a worrying sign. Joe Gilbert, portfolio manager at Integrity Asset Management, stated, "Insider activity has proven to be a strong indicator of future stock returns. Considering geopolitical risks and high stock valuations, we believe executives are anticipating these risks and using this opportunity to reap profits. We think investors should take note of this."On January 30th, according to a research report from Yide Futures, crude oil prices have risen rapidly recently, driven by fundamental supply shortages and geopolitical tensions. As of the close of trading on January 29th, Brent crude oil futures rose to a high of $70.71 per barrel, nearly $10 per barrel higher than the end of 2025, representing a 16% increase. The new round of tensions between the US and Iran has lasted for nearly a month, with both sides now on the brink of conflict. The US continues to exert maximum pressure on Iran, sometimes discussing military strikes far exceeding those planned for June 2025, with a "fleet" reportedly heading towards Iran; other times, it expresses a desire for de-escalation, emphasizing dialogue over military action. Iran, not to be outdone, has adopted a hardline stance and plans military exercises in the Strait of Hormuz. The crude oil volatility index (OVX) has currently reached 55.37, a relatively high point. Historically, if a military conflict were to occur between the US and Iran, the OVX (Oil Void Index) could rise to 80, potentially leading to further increases in oil prices. Short-term geopolitical factors will continue to dominate the crude oil market, resulting in high price volatility. Our valuation model indicates that current oil prices already reflect a geopolitical premium of $3-4 per barrel. If the situation escalates, this premium could widen to $5-10 per barrel; conversely, if the US-Iran tensions ease, the geopolitical premium will gradually decline. (This content and opinion are for reference only and do not constitute any investment advice.)On January 30th, Huangtai Winery announced that it expects its net profit for 2025 to be between 10 million and 15 million yuan, a year-on-year decrease of 45.85% to 63.9%. The net profit attributable to shareholders of the listed company in 2025 will decrease compared to 2024. In 2024, the companys net profit increased due to the settlement of the lawsuit against Wuxi Meilin Color Printing and Packaging Factory, which resulted in the write-off of previously accrued estimated liabilities.
