Author：Wall Street CN

A summary of major financial events for the week of April 6th - April 12th, all times are Beijing time:

The key theme of the market next week:

On the macro level, we should pay attention to inflation and monetary policies in China and the United States.Driven by the situation in Iran, which has pushed up energy prices, the US March CPI may reach a new high since 2022, putting greater pressure on the Federal Reserve to release its meeting minutes with a more hawkish tone. Domestically, March CPI, PPI, and financial data will be released in quick succession. Furthermore, the central banks of India, New Zealand, and South Korea will announce their interest rate decisions next week. The market expects all three central banks to maintain their current interest rates.

Geopolitically, we continue to monitor the situation in Iran.Trump demanded that Iran open the Strait of Hormuz by April 6, a "final ultimatum" rejected by Iran. Coupled with the expiration of US oil sales permits to Russia, the supply risks arising from geopolitical tensions will directly impact oil prices and safe-haven assets. Furthermore, the NATO Secretary General will visit the US to meet with Trump.

In terms of industry, Hygon Information and Tianfu Communication released their earnings reports, and Samsung Electronics' earnings forecast may be released soon.The commercial aerospace sector may see a flurry of launches, including the Long March 8A rocket; the China Electronics Information Expo will showcase cutting-edge technologies such as androids. Furthermore, the pressure on the storage supply chain reflected in Xiaomi's price adjustments, along with NIO's new car launch and the release of the first Q1 report on the Shenzhen Stock Exchange, will collectively form the main themes for stock speculation next week.

In addition, stock markets in many European countries will be closed next Monday for Easter; and A-shares and Hong Kong stocks will be closed for the Qingming Festival in China.

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Economic indicators

• China's CPI, PPI, foreign exchange reserves, and financial data

On April 7, China released its foreign exchange reserve data for March. Prior to this, China had increased its gold reserves for 16 consecutive months.

On April 10, China will release its March CPI and PPI data. Industrial Securities predicts that the March PPI is likely to turn positive year-on-year and may even exceed 1% in April; after the Spring Festival disruption subsides, the March CPI is expected to decline slightly year-on-year.

During the week ending April 9, China's March financial data was released. Industrial Securities predicts that March credit may see a seasonal increase, but the pace of government bond issuance will slow year-on-year, total social financing may decline slightly year-on-year, and M1 will also decrease accordingly.

• US March CPI, February PCE

On April 10th, the US will release its March CPI data. Affected by soaring energy prices due to the Iran war, the market widely expects inflation to rise significantly. The overall CPI is projected to increase by 0.9% month-on-month in March, a new high since June 2022, with the year-on-year growth rate expected to rise from 2.4% to 3.3%.

On April 9th, the US will release its February PCE price index, the Federal Reserve's preferred inflation indicator. The market expects core PCE inflation to rise from 0.36% month-on-month to 0.44% in February, while the year-on-year growth rate will fall from 3.1% to 3.0%. Since September of last year, core PCE and core CPI have deviated significantly due to differences in statistical methods. US fourth-quarter real GDP data will also be released on the same day.

• Central bank decisions in South Korea and New Zealand, and Japan's February worker cash income.

Next week, the central banks of India, New Zealand, and Korea will announce their interest rate decisions. The market expects all three central banks to maintain their current interest rates. Their subsequent policy paths will likely depend on the extent to which the situation in the Middle East affects their respective economies.

On April 8, Japan's Ministry of Health, Labour and Welfare will release February's labor cash income data. Bloomberg predicts that the year-on-year increase in labor cash income in February may slow to 2.5% from 3.0% in January, while the year-on-year increase in real income is expected to fall to 1.1% from 1.4%. The key focus going forward will be whether the strong momentum of the spring wage negotiations is reflected in the data.

• The Federal Reserve releases the minutes of its monetary policy meeting.

The Federal Reserve will release the minutes of its March 17-18 FOMC meeting. Markets expect the minutes to show that the committee prefers to remain on the sidelines given the high level of uncertainty caused by the Iran war. Powell hinted that the committee would only consider ignoring the oil shock once it sees progress as the impact of tariffs subsides and core inflation improves.

Then, in 2027, Goolsby, a voting member of the FOMC and president of the Federal Reserve Bank of Chicago, will speak on monetary policy.

Financial events

• Continue to monitor the situation in Iran; Trump issues another "ultimatum".

According to Xinhua News Agency, Trump issued a 48-hour ultimatum demanding that Iran open the Strait of Hormuz by April 6, but Iran rejected the ultimatum.

April 6th was also the deadline set by Trump for postponing the airstrikes on Iranian energy facilities. However, the situation in the Middle East continues to evolve, with military actions by both sides escalating recently.

• The U.S. approval for some Russian oil sales expires on April 11.

According to a previous report by CCTV, the U.S. Treasury Department issued a general license related to Russia, allowing the sale of Russian crude oil and petroleum products already loaded on ships starting March 12, and permitting the sale of such Russian crude oil and petroleum products until 00:01 Eastern Time on April 11.

• NATO Secretary General will travel to the United States from April 8-12 to meet with President Trump.

NATO Secretary General Mark Rutte will travel to the United States from April 8-12. Rutte will meet with US President Donald Trump, Secretary of State Marco Rubio, and Defense Secretary Hernandez on April 8. According to Xinhua News Agency, Trump had previously been "seriously considering" withdrawing the United States from NATO.

• Zheng Liwen visited Jiangsu, Shanghai, and Beijing from April 7th to 12th.

Kuomintang (KMT) Chairperson Cheng Li-wen led a KMT delegation on a visit to Jiangsu, Shanghai, and Beijing from April 7 to 12.

• The modified Long March 8A rocket is scheduled to launch on April 7.

In addition, April will see a flurry of developments in the commercial space industry: 1. Tianlong-3, scheduled for launch on April 2nd, marking the maiden flight of China's first 20-ton-class liquid rocket for commercial spaceflight. 2. Long March 8A modified version, expected to launch on April 7th. 3. Zhuque-2E, expected to launch from Jiuquan in April, for re-flight testing and reliability verification. 4. Zhuque-3, expected to be recovered and verified in late April.

Regarding SpaceX overseas: 1. Falcon 9: 3-4 routine launches are expected in early April. 2. Starship V3: Expected maiden flight in mid-April; if successful, it will lay a solid foundation for lunar landings and the development of space computing power.

• Xiaomi raises prices on some of its mobile phone products.

Xiaomi issued an announcement stating that, due to the continued sharp rise in the prices of key components such as global memory chips, and after careful evaluation, the company will adjust the suggested retail price of some of its products starting from 00:00 on April 11, 2026. This adjustment involves three models: the REDMI K90 Pro Max will see an increase of 200 yuan; the Turbo 5 and Turbo 5 Max will have their Spring Festival special offers cancelled; and the 512GB version will continue to receive a 200 yuan subsidy.

• The 14th China Electronics and Information Technology Expo Opens

The 14th China Information Technology Expo (CITE 2026) will be held from April 9th to 11th, 2026 at the Shenzhen Convention and Exhibition Center (Futian), with over 1,200 leading companies and innovative teams from around the world participating. Among them, star companies such as Unitree Robotics, ZQGame, Logic Robotics, Yuejiang Robotics, and Lingxin Robotics will make a collective appearance in the Intelligent Technology sector. In addition, the expo will host its first AI OPC Robotics/Hardware Hackathon.

• ASEAN Finance Ministers and Central Bank Governors Meeting Held

The ASEAN Finance Ministers and Central Bank Governors Meeting will be held from April 7 to April 10.

• NIO ES9 Technology Launch Event

The NIO ES9, a flagship large SUV under the NIO brand, will be officially launched at a product technology event on April 9th. The NIO ES9 will also make its debut at the event.

Financial Report

• Samsung Electronics' earnings forecast may be released.

Samsung Electronics is set to release its first-quarter 2026 earnings forecast next Tuesday, with the market expecting its quarterly operating profit to be close to the level of the entire previous year.

According to the consensus forecast of analysts at LSEG, Samsung Electronics' operating profit for the first quarter of this year is expected to reach 40.5 trillion won, approximately US$26.9 billion. In comparison, the world's largest memory chip manufacturer's full-year operating profit for 2025 is projected to be 43.6 trillion won. Meanwhile, LSEG data shows that Samsung Electronics' first-quarter revenue is expected to increase by 50% year-on-year, driven by an "unprecedented supercycle" in the memory chip sector.

In addition, next week,Hygon Information, Inspur Information, and Tianfu CommunicationCompanies such as AEON, Fast Retailing, Qatar National Bank, Applied Digital, and ExxonMobil will release their financial reports.

• The scheduled release dates for the Q1 2026 financial reports of Shenzhen-listed companies have been announced, with Wowa Pharmaceutical leading the pack.

The schedule for Shenzhen-listed companies to release their Q1 2026 financial reports has been released. Wowa Pharmaceutical will be the first to release its Q1 report on April 8, 2026, followed by *ST Yunwang, Kairuide, Junda Shares, Runze Technology, and Chenhua Shares on April 9 and April 10, 2026, respectively.

A list of some A-share companies' 2025 annual report disclosure dates next week:

A list of A-share companies' Q1 2026 earnings release dates next week:

A list of Hong Kong stock earnings release dates next week: