1. Yesterday's Hotspots

English summary

M&A: Aili Home, Wuzhou Medical. Power grid: Shunna Electric, Changlan Cable. Military drill: Great Wall Military Industry. Lithium battery: Furi Group. Changxin: Hefei Urban Construction. 2. Samsung Electronics, SK Group sign $950 billion semiconductor order with US companies. Kim Yong-beom, head of the Office of the President's Policy, announced at a press conference that Samsung Electronics and Broadcom signed a memorandum of understanding for foundry cooperation, agreeing to supply $200 billion worth of advanced memory semiconductors over the next five years and produce AI chips. SK Group decided to carry out a total of $750 billion in long-term supply cooperation for advanced memory semiconductors with global large tech companies including Nvidia over the next five years. Korean supply chain: Taiji Industry, Yak Technology. 3. Pilot collection of volatile organic compounds environmental protection tax. With the consent of the State Council, the Ministry of Finance, the State Taxation Administration, and the Ministry of Ecology and Environment jointly issued the "Implementation Measures for the Pilot Collection of Environmental Protection Tax on Volatile Organic Compounds," starting from January 1, 2027, to carry out pilot collection. ...