Category: Flash News

① At 08:00, Bank of Japan Governor Kazuo Ueda delivered a speech; ② 08:30 Australian February weighted CPI annual rate; ③ 15: 00 UK February CPI monthly rate, February Retail Price Index monthly rate; ④ 17: Swiss March ZEW Investor Confidence Index; ⑤ 20: 30 monthly rate of durable goods orders in February in the United States; ⑥ 20: UK Chancellor of the Exchequer Reeves announces spring budget statement; ⑦ 22:30 US EIA crude oil inventory and EIA strategic petroleum reserve inventory for the week ending March 21; ⑧ At 01:10 the next day, Federal Reserve Chairman Musa Lem delivered a speech At 01:30 the next day, the Bank of Canada released the minutes of its monetary policy meeting At 01:40 the next day, European Central Bank Executive Director Chipolone participated in a group discussion.

On March 26th, “Thanks to good terminal demand, the prices of mainstream LCD TV panel sizes have risen comprehensively since January 2025, and it is expected to continue the upward trend in March In recent institutional research, BOE revealed that the average utilization rate of the LCD industry has rebounded since November last year, and the upward trend has continued this year, maintaining above 80%. Multiple interviewees stated that the concentration of the LCD market has increased, especially with the increasing voice of Chinese manufacturers, coupled with factors such as depreciation of production lines and national subsidy policies, the LCD industry chain has reached an upward turning point. At the same time, OLED panels, as another mainstream solution, are expected to grow rapidly in some fields with the increasing penetration rate.

On March 26th, according to Palestinian sources, the Israeli army attacked a Palestinian Red Crescent ambulance convoy located in the Fawar refugee camp south of Hebron in the West Bank on the evening of March 25th local time. The Israeli military injured ambulance workers, smashed ambulances, and forced them to leave the area. At present, there is no response from the Israeli side regarding this.

On March 26, China Earthquake Networks Center officially measured that at 1:21 on March 26, 2025, a magnitude 4.2 earthquake occurred in Yongqing County, Langfang City, Hebei Province (39.42 degrees north latitude, 116.60 degrees east longitude), with a focal depth of 20 kilometers. After the earthquake, the China Earthquake Administration quickly activated a Level 3 emergency response service. 7.5 seconds after the earthquake, the China Earthquake Warning Network issued a warning, and nearly a thousand terminals received the warning information. The national earthquake warning WeChat mini program has pushed nearly 300000 people. It is reported that some areas in Shijiazhuang, Langfang, Xiong’an New Area, Beijing, and Tianjin in Hebei Province have felt the earthquake, and there are no reports of casualties in this earthquake.

On March 26th, according to court documents submitted by officials from the US Treasury Department, the department is planning large-scale layoffs in response to Musk’s Department of Government Efficiency (DOGE) push to reduce the size of federal government employees. The Ministry of Finance is finalizing the layoff plan and implementing the executive order signed by President Trump regarding the implementation of the DOGE initiative. According to court documents, these plans will be customized for various agencies under the Ministry of Finance, and in many cases, a large number of positions will be cut through layoffs.

On March 26th, data shows that as of the close of March 25th, a total of 510 A-share listed companies have received institutional increases in their 2025 profit expectations in the past three months. The number of reports on the increase in profit expectations has reached 1209, involving a total of 53 institutions. From the perspective of the reasons for raising profit expectations, the release of new products, expansion of production capacity, and increased research and development investment are the main reasons for institutions to raise their profit expectations for listed companies. From an industry perspective, listed companies in the pharmaceutical and biological, semiconductor, hardware equipment, chemical, software services, media and other industries have received the highest number and magnitude of institutional profit expectations.

On March 26th, the Hong Kong stock market has been volatile recently, with divergent flows of domestic and foreign funds. Southbound funds continue to increase their sweeping efforts, while funds traded through international intermediaries are in a net outflow state. From an industry perspective, since 2025, the allocation strategy of southbound funds has been a dumbbell shaped strategy of “technology+dividends”, which has significantly increased the market value of holdings in information technology, finance, and optional consumer sectors; Foreign investment has a net inflow into the healthcare sector and a net outflow from other industry sectors. Institutional insiders say that the Hong Kong stock market may experience short-term fluctuations due to the upcoming tariff issues in April and the verification window for economic and financial data in March. With the verification of the financial performance of technology stocks, the fundamental logic may continue to support the structural market performance of Hong Kong stocks.

On March 26th, the 16th Petersberg Climate Dialogue Ministerial Conference was held in the German capital Berlin on March 25th local time, and the conference will continue until the 26th. The core objective of this year’s conference is to seek international cooperation opportunities and accelerate the transition of the economy towards climate neutrality, while also aiming to strengthen trust in multilateral and bilateral climate action.

On March 26th, GameStop reported a net sales of 1.28 billion US dollars in the fourth quarter, a year-on-year decrease of 28%, compared to 1.79 billion US dollars in the same period last year, and a market expectation of 1.477 billion US dollars; Q4 EPS was $0.29, compared to $0.21 in the same period last year, with a market expectation of $0.09. The company announced an update to its investment policy, adding Bitcoin as a fiscal reserve asset, which has been approved by the board of directors.

On March 26th, in response to some media reports about the transfer of the Zaporizhzhia Nuclear Power Plant to Ukraine and the joint management of the plant by Ukraine, the United States, and international organizations, the Russian Ministry of Foreign Affairs issued a statement on March 25th stating that the Zaporizhzhia Nuclear Power Plant is a nuclear facility in Russia. The return of the nuclear power plant to Russia’s nuclear field is a fait accompli, and the international community must recognize this. It is impossible to transfer the Zaporizhzhia Nuclear Power Plant itself or its management rights to Ukraine or any other country. All staff members of the nuclear power plant are Russian citizens.