Key News
1. Two departments: The maximum term for personal housing loans will be extended from 30 years to 40 years, and the ratio of monthly mortgage payments to income will be controlled below 50%.
2. Three departments: Local governments should vigorously and orderly promote the sale of completed commercial housing, achieving "what you see is what you get."
3. National Data Administration: Research and explore business models such as value-added subscriptions and performance-based payments, focusing on major scenarios in the national economy.
4. Income from the transfer of restricted shares of listed companies will be subject to a 20% personal income tax rate.
5. Ministry of Finance: Local surtaxes are proposed to be taxed at a rate ranging from 11% to 13%.
6. National Development and Reform Commission: Systematically promote the planning and construction of the "Six Networks" and expedite the planning of a number of key projects.
Individual Stock News
1. Changxin Technology: Net profit for the first half of the year was 77.605 billion yuan, turning a loss into a profit year-on-year.
2. Changxin Memory officially announced: LPDDR6 memory has officially entered mass production.
3. Muxi Technology: First-half net profit of 612 million yuan, turning a profit year-on-year; GPU product shipments significantly increased.
4. Montage Technology: First-half net profit of 1.997 billion yuan, a year-on-year increase of 72.33%.
5. Yuanjie Technology: First-half net profit of 607 million yuan, a year-on-year increase of 1212%.
6. Wuliangye: First-half net profit of 8.753 billion yuan, a year-on-year increase of 89.30%.
7. Sungrow Power Supply: First-half net profit of 5.259 billion yuan, a year-on-year decrease of 32%; proposed dividend of 6.4 yuan per 10 shares.
8. BYD: First-half net profit of 12.325 billion yuan, a year-on-year decrease of 20.54%.
9. Ganfeng Lithium: First-half net profit of 4.257 billion yuan, a year-on-year increase of 901.36%.
10. Tongfu Microelectronics: First-half net profit of 1.717 billion yuan, a year-on-year increase of 317%.
11. Litong Electronics: First-half net profit of 702 million yuan, a year-on-year increase of 1275.15%.
12. Huazheng New Materials: First-half net profit increased by 305% year-on-year, driven by rising copper clad laminate prices and sales volume.
13. PetroChina: First-half net profit increased by 22% year-on-year; proposed dividend of RMB 2.6 per 10 shares.
14. BOE Technology Group: First-half net profit of RMB 5.248 billion, a year-on-year increase of 62%.
15. Inspur Information: First-half net profit of RMB 2.952 billion, a year-on-year increase of 269.59%.
16. Changguang Huaxin: First-half net profit increased by 238% year-on-year, driven by rapid growth in optical communication business.
17. Biwin Storage: Proposed cash dividend of RMB 4.242 per 10 shares for the first half of 2026.
18. JA Solar: Significant growth in photovoltaics is unlikely in the next few years, but the integration of photovoltaics and energy storage is becoming closer.
19. Huatai Gas: Plans to raise no more than RMB 700 million for projects such as the Jiangsu Huatai Semiconductor Materials Production Base Construction Project. 20. GRINM Silicon: Plans to acquire equity in Shandong GRINM AIS and Shandong GRINM Semiconductor, which is expected to constitute a major asset restructuring.
