Key News
1. Li Qiang signed a State Council decree promulgating the revised "Regulations on the Protection of Integrated Circuit Layout Designs".
2. Two departments of the National Development and Reform Commission (NDRC): By 2030, conventional hydropower installed capacity will reach approximately 410 million kilowatts, and nuclear power installed capacity will reach approximately 110 million kilowatts.
3. Two departments, including the NDRC: Promote the implementation of wide-load, high-efficiency retrofits for existing coal-fired power units, and control the increase in coal consumption under low-load operating conditions to within 25%.
4. Ministry of Commerce: Foreign companies have filed Section 337 investigation applications against certain secondary cylindrical batteries, battery modules, and products containing such modules.
Individual Stock News
1. WuXi AppTec: First-half net profit of RMB 11.1 billion, a year-on-year increase of 29%; comprehensively raised its 2026 performance guidance.
2. Wuliangye: Cumulative share buyback amount reached RMB 1.002 billion.
3. AMEC: Expected net profit for the first half of 2026 to increase by 282.48% to 310.81% year-on-year. 4. Xingyun Technology: Has over 15.4 billion RMB in long-term framework orders for computing power and storage (3-5 years).
5. Seres: July sales of new energy vehicles reached 24,229 units, a year-on-year decrease of 45.65%.
6. Gaole Shares: Signed a 3.195 billion RMB computing power service contract, expected to increase revenue by approximately 200 million RMB in 2026.
7. Chuanzhi Education: Recently launched a new subject, "AI Embodied Intelligent Robot Development," and enrollment for the first class has been completed.
8. Sunshine Shares: Plans to invest no more than 980 million RMB to build the Sunshine Intelligent Computing Center project.
9. Shida Shenghua: Plans to invest a total of 2.805 billion RMB to build three projects, including a 230,000-ton/year liquid lithium salt project and a 200,000-ton/year electrolyte project.
10. Yuandong Shares: In July, its subsidiaries won/signed contracts worth over 10 million RMB totaling 2.808 billion RMB, including a 19.695 million RMB contract for fiber optic products for AIDC.
