UK chancellor said he supports US efforts to pursue a diplomatic solution and welcomes stepped-up pressure on Iran, including "economic isolation".

Key News 1. The People's Bank of China: A 500 billion yuan one-year MLF operation will be conducted on August 25th. 2. New policy for national housing provident fund: First-time homebuyers can get loans up to 3.4 million yuan. 3. Wang Huning meets with US representatives at the third China-US Track 1.5 Dialogue. 4. Shanghai: Promoting high-performance computing chips, general-purpose processor chips, memory chips, interconnect chips, and smart sensors to reach international advanced levels. Individual Stock News 1. New E-Sun: First-half net profit increased by 91% year-on-year, benefiting from increased sales revenue due to investment in artificial intelligence computing power. 2. Biwin Storage: First-half net profit reached 7.166 billion yuan, turning a loss into a profit year-on-year; revenue from emerging AI edge storage products increased 4.34 times year-on-year. 3. Luxshare Precision: First-half net profit reached 7.8 billion yuan, a year-on-year increase of 18%; net profit for the first three quarters is expected to be 13.2 billion to 14.4 billion yuan. 4. Wanhua Chemical: First-half net profit increased by 64.35% year-on-year; proposed dividend of 8.1 yuan per 10 shares. 5. Cambridge Technology: Net profit increased by 171% year-on-year in the first half of the year, with a significant increase in orders for high-speed optical modules. 6. Dongshan Precision: The company's 1.6T optical module products have been supplied to customers. 7. WuXi AppTec: The company's DEL platform in its biological business segment recently encountered a cybersecurity incident. 8. Topstar: Plans to acquire a 49% stake in Lailer Optoelectronics, a manufacturer of high-precision coupling equipment for optical modules, for RMB 147 million, entering the optical communication sector. 9. Ganfeng Lithium: Signed a key agreement with LAR for the integration of the PPGS lithium salt lake project. 10. Ruikeda: Plans to use RMB 200 million of raised funds for a new industrialization project for passive optical communication connection components. 11. Far East Shares: A subsidiary plans to acquire an 80% stake in Fude Want Want for RMB 216 million. The target company mainly produces liquid cooling heat dissipation core components and other products.

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.