A-share semiconductor stocks rallied in early trading, with Cansheng Semiconductor and Fudan Microelectronics rising by more than 10%, while VeriSilicon, Rockchip, and Shengke Communication followed suit.

Key News 1. The People's Bank of China (PBOC) has increased its gold reserves for the 20th consecutive month. 2. The State Administration of Foreign Exchange (SAFE) reported that my country's foreign exchange reserves reached US$3.4163 trillion at the end of June. 3. The China Securities Regulatory Commission (CSRC) has launched an investigation into An, who fabricated and disseminated false information related to Zhonggong Education. 4. The State Administration for Market Regulation (SAMR) will conduct random checks on fair competition. 5. Two departments: Support reinsurance institutions in increasing capital and issuing capital replenishment instruments. 6. The PBOC and two other departments: Welcome the China Foreign Exchange Trading Center and the Hong Kong Stock Exchange to jointly build a Hong Kong electronic fixed income and currency trading platform. Individual Stock News 1. PCB product prices rise by 10%-15%, and a wholly-owned subsidiary of MLS announced its third price adjustment. 2. Rockchip: First-half net profit is expected to be RMB 850 million-910 million, a year-on-year increase of 60.03%-71.33%. 3. Haitong Development: First-half net profit is expected to increase by 475%-532% year-on-year. 4. Xingyun Technology: First-half net profit is expected to increase by 433%-699% year-on-year; 470 computing servers delivered by suppliers have been accepted. 5. Inspur Information: First-half net profit is expected to be RMB 2.6 billion-3.1 billion, a year-on-year increase of 226%-288%. 6. Guangku Technology: First-half net profit is expected to increase by 170%-190% year-on-year; demand for high-speed optical modules and optical devices continues to grow. 7. China Merchants Securities: First-half net profit is expected to be RMB 10 billion-11 billion, a year-on-year increase of 93%-112%. 8. Fudan Microelectronics: First-half net profit is expected to be RMB 800 million-1 billion, a year-on-year increase of 313%-416%. 9. Giant Interactive: First-half net profit is expected to be RMB 2 billion-2.2 billion, a year-on-year increase of 157.38%-183.12%. 10. Zhiwei Intelligent: First-half net profit is expected to be RMB 350 million-417 million, a year-on-year increase of 244.56%-309.65%. 11. Guanghe Technology: Net profit is expected to increase by 85%-95% year-on-year in the first half of the year, driven by improved capacity utilization at Guanghe Thailand, which boosted sales of computing power products. 12. Huashengchang: Galant's operating status has improved significantly since the second quarter. 13. "West Africa's largest lithium processing plant" commences production; Jiuling Lithium and Tianhua New Energy each hold a 50% stake. 14. China Construction Bank: Fully supports the launch of the Hong Kong Gold Central Clearing and Settlement System, completing the first batch of physical gold deposits and multiple transactions and settlements.

Shanghai Xihe Technology Co., Ltd.'s STAR Market IPO review status moved to 'inquiry'; sponsor is Guotai Haitong.