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In China, macro strategy investment has increasingly garnered attention, particularly driven by the "Bridgewater phenomenon," with capital flooding in. As emerging private equity firms like Wenwen Capital rapidly rise, industry stakeholders remain skeptical about the feasibility of replicating "Bridgewater." Due to differences in market environment and financial instruments, localization has become the focal point for institutions addressing challenges, requiring the integration of international experience to reconstruct adaptive models.

March 18th, Beingmate (002570) announced that progress has been made in the restructuring of controlling shareholder Xiaobei Damei Holdings. Jinhua Zhenhе Enterprise Management Partnership (Limited Partnership) (referred to as "Jinhua Zhenhe") has been confirmed as the restructuring investor for Xiaobei Damei Holdings, with the latter's actual controller being the Jinhua State-Owned Assets Supervision and Administration Commission.
The announcement showed that on that day Xiaobei Damei Holdings submitted a "Restructuring Application" to the Jinhua Intermediate Court. One day prior, the restructuring administrator, Xiaobei Damei Holdings, and Jinhua Zhenhe signed a "Restructuring Investment Agreement." It is understood that during the entire pre-restructuring period for public recruitment of investors, only Jinhua Zhenhe submitted an application.
According to the provisions of the "Restructuring Investment Agreement," Jinhua Zhenhe should pay a restructuring investment amount of 856 million.

*ST Coconut Island recently received a regulatory letter from the Shanghai Stock Exchange requiring supplementary disclosure of information related to its 2025 performance guidance, with core requirements covering revenue recognition compliance, return situations, and financial delisting risks. The company has posted consecutive losses for four years, and if its 2025 financial report receives a qualified opinion, it will face delisting risk.

# Daily Highlights
**Trump Does Not Want Further Attacks on Iranian Energy Facilities:**
On March 18 local time, according to reports from *The Wall Street Journal* citing U.S. officials, after Israel attacked Iran's South Pars natural gas field that day, U.S. President Trump stated he does "not want further attacks on Iranian energy facilities." The report indicates that Trump was informed in advance of Israel's attack plan on the South Pars gas field and expressed support, intending to send a message to Iran to "respond to its blockade of the Strait of Hormuz." According to U.S. officials, Trump believes "Iran has understood this message," and therefore he currently opposes continued attacks on Iran's energy infrastructure. However, depending on Iran's future actions in this strategic waterway...

US and Israeli military strikes on Iran have impacted Middle East aluminum metal supply, driving up aluminum prices, with London aluminum futures briefly rising to near four-year highs. Analysts predict that if the conflict persists, aluminum prices could climb to $4,000, but retail investor participation is limited, with more investors betting on price declines in the future.

CITIC Securities points out that the U.S. power supply and demand situation is tense, with severe electricity shortages. It is estimated that the power deficit will reach nearly 68GW during 2026-2028. Gas turbines, energy storage, and grid equipment will become investment priorities. Market recognition of grid investment and energy storage construction is expected to increase in the future.

On March 18, domestic lithium hexafluorophosphate prices continued to decline, with market transaction prices ranging from 98,000 to 110,000 yuan/ton. Entering 2026, supply and demand contraction led to first quarter price declines, but the second quarter is expected to return to an upward trend, with the full year anticipated to maintain elevated levels. As new energy vehicle and energy storage demand grows, the market is generally optimistic about lithium hexafluorophosphate price prospects.

The Trump administration is considering deploying thousands of U.S. military personnel in the Middle East to address the Iran situation. This move could enhance U.S. military options and ensure safe passage of tankers through the Strait of Hormuz.

The Ministry of Commerce will hold a press conference on the afternoon of March 19, 2026, to introduce work developments in the commerce sector. Meanwhile, the Federal Reserve will maintain interest rates unchanged, leaders of Japan and the US will hold talks in Washington, and multiple enterprises and conferences will also be held on that day.

On March 14th, Ruijun Assets held a 2026 Strategy Exchange Conference in Shanghai, where Dong Chengfei analyzed the smart automobile and real estate industries. Smart automobiles are viewed as a promising future business expected to enhance corporate profitability and market valuations; meanwhile, real estate stocks are seen as high-risk, high-return investments, with improving industry concentration that may lead to a recovery. Dong Chengfei believes that the AI wave may drive the emergence of more excellent enterprises.

Against the backdrop of escalating US-Iran tensions and soaring oil prices, Trump authorized a 60-day temporary waiver of the Jones Act to reduce energy transportation costs. This measure allows foreign-registered vessels to transport oil and natural gas between US ports, aimed at addressing pressure from rising energy prices. However, industry concerns remain that the move could compromise national security and have limited impact on gasoline prices.

The Federal Reserve announced that it will maintain the federal funds rate at 3.50%-3.75%, with no rate cut. Powell delivered hawk signals at the press conference, warning of inflation risks and hinting at possible rate hikes. U.S. stocks fell sharply in response, and economic outlook faces uncertainty, particularly regarding the potential impact of Middle East tensions on inflation.

# Longsys Electronics (300042.SZ) Continues Strong Performance, Hits New All-Time High
On March 18, Longsys Electronics (300042.SZ) continued its strong market performance, achieving two consecutive daily limits over 3 trading days, ultimately closing at 61.08 yuan/share. The stock price reached a new all-time high since listing, with total market capitalization reaching 12.2 billion yuan.
According to Wind data, from March 16-18, Longsys Electronics accumulated gains of 60.74% over 3 trading days.
Longsys Electronics primarily operates SSD solid-state drives, DRAM memory modules, embedded storage, mobile storage and other storage products, as well as consumer electronic products such as wearable devices and computer peripherals. Storage products are mainly used for data storage and system memory buffer storage, with downstream applications widely distributed across smartphones, tablets, computers, dash cams, cameras,[text continues...]

US stock indices rose across the board, with technology stocks showing mixed performance. Large-cap airline stocks and memory chip stocks generally advanced, while most Chinese concept stocks declined. European stocks also rose broadly. In commodity markets, international oil prices and gold edged up slightly, while silver fell. Multiple global economic and political developments attracted attention.