Key News
1. The draft revision of the Road Traffic Safety Law adds a dedicated chapter on autonomous vehicles.
2. The China-US Track 1.5 dialogue was held in Beijing today.
3. Ministry of Industry and Information Technology (MIIT) no longer approves new applications for lithium battery production capacity? MIIT staff: No relevant information was found on the official website.
4. China Central Depository & Clearing Co., Ltd. (CCDC): Reduced some main business service fees.
5. National Energy Administration: As of the end of July, the national cumulative installed power generation capacity reached 4.08 billion kilowatts, a year-on-year increase of 11.0%.
Individual Stock News
1. Data on main capital flow shows that N Gaokai saw the largest net inflow of main capital at 2.171 billion yuan, followed by Hengtong Optic-Electric, Invic, GigaDevice, and Zhongtian Technology; Zhongji Xuchuang saw the largest net outflow of main capital at 2.466 billion yuan, followed by Xin Yisheng, CATL, Luoyang Molybdenum, and North China Electronics.
2. Lens Technology: The company has achieved a core position in the AI glasses field.
3. Xiaomi's Xuanjie O3 officially announced support for LPDDR6, with Changxin Memory becoming a domestic memory partner.
4. Defu Technology: Its subsidiary's surface treatment machines can supplement the company's HVLP series copper foil production expansion needs.
5. Jingsheng Technology's independently developed large-size CVD SiC coating equipment has been delivered.
6. Guangli Technology: It is rapidly ramping up domestic production capacity for blade consumables.
7. Guangdian Measurement responded to the slowdown in revenue growth in the integrated circuit sector: mainly due to the imbalance between the company's market orders and production capacity.
