Key Economic Data and Events to Watch Today: Wednesday, August 12, 2026 ① TBD: OPEC Monthly Oil Market Report ② TBD: MSCI August Index Adjustment ③ 14:00: Germany July CPI Final (MoM) ④ 16:00: IEA Monthly Oil Market Report ⑤ 20:00: Tencent Q2 Ea

Key News 1. Shanghai: By 2030, Shanghai aims to develop its software and information service industry into a "driving force" for economic growth, striving to reach an industry scale of 4 trillion yuan. 2. South Korean media: SK Hynix plans to increase its NAND production capacity in China by 50%. Individual Stock News 1. Unitree Robotics' winning lottery numbers released: 19,414 in total. 2. Yuanjie Technology: Plans to invest approximately 4.268 billion yuan to build a semiconductor technology industrial park project. 3. Foxconn Industrial Internet: Net profit increased by 95.99% year-on-year in the first half of 2026, with AI computing power demand continuing to surge during the reporting period. 4. Jiangbolong: Obtained a commitment letter for a 720 million yuan stock repurchase special loan. 5. Jinyun Laser: Actual controller Liang Wei was sentenced to three years and nine months in prison and fined 12 million yuan for manipulating the securities market. 6. Xingyun Technology clarifies: To date, no computing equipment or related goods have been detained or impounded by customs. 7. Biwin Storage: Plans to repurchase shares worth 200 million to 250 million yuan to reduce registered capital. 8. Qiangrui Technology: Plans to raise no more than 1.05 billion yuan through a private placement for projects including precision liquid cooling components for AI servers. 9. Titanium Energy Chemical: Its wholly-owned subsidiary plans to invest 5.462 billion yuan to build a 600,000-ton-per-year lithium iron phosphate/sodium iron phosphate precursor (iron phosphate) project. 10. Guofeng New Materials (two consecutive daily limit-up): Has not yet started producing polyester-based film products for MLCC release films. 11. Beijing Culture (two consecutive daily limit-up): Some of its film projects as a co-producer have been released in the summer of 2026; the company's investment ratio is relatively low. 12. Pengding Holdings: Q2 net profit increased by 77% quarter-on-quarter; both AI server and optical module businesses achieved significant growth.

IIF: Emerging market equity outflows slowed to $7.8bn in July, down from $46.1bn in June.