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Middle East Conflict
*U.S. President Donald Trump said that something will happen to the pipeline on Iran’s Kharg Island sooner or later, hinting that the U.S. military may attack the oil infrastructure on this island, a key hub for Iran’s oil exports.
*Iran’s Revolutionary Guard said it used cruise missiles to attack two U.S. air bases.
International Relationship
*Ministry of Foreign Affairs: China and the United States are maintaining communication regarding President Trump’s visit to China.
Co Focus
*NVIDIA CEO Jensen Huang raised the revenue forecast to $1 trillion by 2027 during his GTC keynote speech, the company also unveiled the Vera Rubin and Rubin Ultra architectures, CPO switches, and the Groq LPU inference system, and introduced the ultra-simplified shrimp farming NemoClaw AI agent platform and the Nemotron consortium.
Industrial Economy
*MIIT, MoF and NDRC jointly issued a notice on carrying out pilot work for comprehensive hydrogen energy applications, which calls for the scientifically sound development of renewable energy-based hydrogen production projects to gradually replace existing hydrogen production from fossil fuels such as coal and natural gas.
*The Guangdong Provincial Government issued the “Action Plan for Supporting the Innovative Development of Artificial Intelligence OPC (2026-2028)”, which encourages qualified cities to provide subsidies for AI OPC model development costs based on local conditions.
*The Shanghai Headquarters of the PBoC issued the “Notice on Adjusting the Minimum Down Payment Ratio Policy for Commercial Property Purchase Loans in Shanghai”, stipulating that from March 16, the minimum down payment ratio for commercial property purchase loans in Shanghai has been adjusted to no less than 30%.
*MIIT stated that it will advance the deployment of new information infrastructure such as 5G and intelligent computing in a moderately manner, and create an upgraded version of “5G + Industrial Internet”.
Mar 16 Block Trade Info
*Discount
– Ingenic Semiconductor (300223 CH) saw 1 block trades worth 151.22mn at 116.77yuan per share, 2.00pct discount from last closing.
– NAURA Tech (002371 CH) saw 1 block trades worth 79.27mn at 454.71yuan per share, 0.69pct discount from last closing.
*Premium
– Kangtai Biological Products (300601 CH) saw 7 block trades worth 130.48mn at 14.16yuan per share, 0.50pct premium from last closing.
For more insights, please visit Orient Futures Singapore’s research platform,
Finoview.

