In its latest research report, JPMorgan Chase stated that the continued status quo in the US-Iran situation this week means that the probability of the Strait of Hormuz returning to normal by the end of the year has further decreased, currently to ab

Market sources say Blackstone (BX.N) and Apollo are in talks to participate in semiconductor financing.

Key News 1. The National Development and Reform Commission (NDRC) held a symposium with private enterprises to solicit opinions and suggestions on stabilizing economic operation and promoting effective investment. 2. The Ministry of Industry and Information Technology (MIIT) has again approved commercial trials of satellite IoT services. 3. Shanghai's "15th Five-Year Plan for Urban Renewal and Housing Development": Leveraging the role of the urban real estate financing coordination mechanism and expanding and improving the efficiency of the "whitelist" projects within the mechanism. Individual Stock News 1. GigaDevice: The company will repurchase shares worth no less than RMB 1 billion (inclusive) and no more than RMB 2 billion (inclusive), all of which will be used for cancellation and reduction of registered capital. 2. New Easun: Plans to implement a restricted stock incentive plan of 6.4812 million shares, with performance indicators including operating revenue of no less than RMB 50 billion by 2026. 3. Tinci Materials: Net profit increased by 968% year-on-year in the first half of the year, and sales of energy storage battery electrolyte increased by over 100% year-on-year. 4. Haite High-Tech: In conjunction with other shareholders of Huaxin Technology, Haite High-Tech has legally protected its rights and restored some shareholder rights. 5. China Telecom: Net profit decreased by 14.9% year-on-year in the first half of the year, while AIDC revenue increased by 9.3% year-on-year. 6. Three Gorges Water Resources: Net profit of RMB 378 million in the first half of 2026, an increase of 688.61% year-on-year. 7. China Tourism Group Duty Free: Net profit of RMB 3.106 billion in the first half of the year, an increase of 19.49% year-on-year. 8. China Jushi: Net profit of RMB 2.933 billion in the first half of 2026, an increase of 73.87% year-on-year. 9. Tuojing Technology: Net profit increased by 1324% year-on-year in the first half of the year, with significant growth in the scale of its advanced process technology products. 10. JCET Group: Net profit increased by 79.41% year-on-year in the first half of the year, with a proposed dividend of RMB 0.5 per 10 shares. 11. CITIC Securities: Net profit increased by 69.6% year-on-year in the first half of the year, with a proposed dividend of RMB 4.27 per 10 shares. 12. Muyuan Foods: Net loss of RMB 6.078 billion in the first half of the year, turning from a loss to a profit year-on-year, due to a significant decrease in the price of live pigs. 13. Jianghai Shares: Q2 net profit increased by 36% quarter-on-quarter, with technological upgrades and capacity expansion achieved in new-generation aluminum capacitors such as solid-liquid hybrid and MLPC products. 14. CICC: The share swap merger with Dongxing Securities and Cinda Securities will be reviewed on August 27.