Key News
1. The State Council Information Office will hold a press conference at 3 PM today to introduce the national economic performance in July 2026.
2. The People's Bank of China (PBOC): M2 grew by 7.7% year-on-year in July, and M1 grew by 4% year-on-year.
3. The PBOC: The cumulative increase in social financing in the first seven months of 2026 was 22.25 trillion yuan.
4. The PBOC and the State Administration of Foreign Exchange have decided to promote the centralized operation of cross-border funds in local and foreign currencies by multinational corporations nationwide.
5. Fujian: Improve AI infrastructure construction and accelerate the construction of an integrated computing power network across the province.
6. Minor adjustments to the housing replacement policy for non-Shanghai residents and overseas individuals? Shanghai Real Estate Transaction Center hotline responds.
Individual Stock News
1. Central Huijin and China Securities Finance Corporation have both withdrawn from the list of top ten shareholders of Kweichow Moutai.
2. Kweichow Moutai: Net profit for the first half of 2026 was 44.517 billion yuan, a year-on-year decrease of 1.95%.
3. The most expensive new stock this year, Pinzhun Laser: will be listed on the Science and Technology Innovation Board on August 18.
4. AMEC: Net profit of RMB 172 million in the first half of 2026, a year-on-year increase of 98.48%.
5. Unigroup Guoxin: Net profit increased by 15% year-on-year in the first half of the year, with the memory segment showing a significant year-on-year increase of 305%.
6. Shengke Communication: Signed a major contract for Ethernet switching chips, exceeding 50% of last year's revenue.
7. Shangwei New Materials: Net loss of RMB 167 million in the first half of the year, turning from a loss to a profit year-on-year; plans to implement an incentive plan for 8.0672 million restricted shares.
8. Shengyi Technology: Net profit increased by 130% year-on-year in the first half of the year, with continued optimization of copper clad laminate sales and product sales structure.
9. Hualian Holdings: Received a review notice from FIRES Canada regarding its investment in a lithium salt lake project.
10. Juguang Technology: Some NPO/CPO related micro-optical products and high-channel V-groove products have completed batch verification, and the order backlog continues to increase.
11. *ST Wingtech: Net loss of RMB 406 million in the first half of 2026; Ansys’ overseas related entities are no longer conducting business in accordance with the instructions of the listed company.
