GMT EIGHT - OPPORTUNITIES IN CHINA

Sinolink: China increases crude oil purchases, and a super peak season for oil shipping is expected in Q4.

The bank remains optimistic about the oil transportation sector's economic cycle.

Intel Corporation (INTC.US) 14A has made significant progress: defect reduction rate hits the best level since 22nm.

The 14A project will commence risk mass production in the second half of 2027 and enter large-scale mass production in 2028.

New Stock News | Mediterranean Holidays files for Hong Kong Stock Exchange; its subsidiary Club Med is the largest resort brand in the world.

According to data from Zhaoshi Consulting, based on revenue in 2025, Club Med is the largest resort brand in the world and also the largest all-inclusive resort brand, with market shares of 1.1% and 5.3%, respectively.

The trend of profit recovery is clear, and JINHAI MED TECH (02225) is expected to release long-term value.

From the perspective of operational performance, the company's revenue expansion has accelerated, and the quality of profitability has improved concurrently.

New Stock News | Tangji Medical submits application to the Hong Kong Stock Exchange again. Core product GBS has received regulatory approval in 11 other countries and regions.

By developing China's first medical device approved for endoscopic treatment of obesity, Tangji Medical has become a pioneer in advancing clinical applications in the field of metabolic diseases.

Commentary on the China International Capital Corporation (CICC) Jackson Hole Meeting: The Late-arriving Hawk and the Repair of Credibility

The bank believes that this speech helps to rebuild the Federal Reserve's credibility. After the speech, the market also began to trade on the marginal recovery of policy credibility.

New Stock News | Nuoling Biotechnology has submitted its application to the Hong Kong Stock Exchange again, with its products now covering 31 provinces nationwide.

In mainland China, Norin Biological has commercialized its products using a combined model of "academic promotion + distribution agents," covering all 31 provinces by the last feasible date and entering nearly 700 hospitals.

New Stock News | Zhejiang Chint Electrics (601877.SH) has submitted its application to the Hong Kong Stock Exchange, maintaining its position as the leading brand in China's low voltage electrical product exports for three consecutive years.

According to the Frost & Sullivan report, Chint Electric has maintained the top position in exports among Chinese low-voltage electrical product brands from 2023 to 2025.

IPO News | Jia Yin Biotechnology Files Again for Hong Kong Stock Exchange

According to the Hong Kong Stock Exchange's disclosure on August 28, Exegenesis Bio Inc. (referred to as: ) has submitted a listing application to the main board of the Hong Kong Stock Exchange, with CICC acting as its sole sponsor.

New Stock News | FangTuo Bio

According to the Hong Kong Stock Exchange disclosure on August 28, Frontera Therapeutics (referred to as Fangtuo Biomedical) submitted a listing application to the main board of the Hong Kong Stock Exchange, with UBS Group and Haitong International as its joint sponsors.

World premiere, Lei Jun approves! Changxin (688825.SH) officially announces mass production of LPDDR6 memory.

Changxin has taken the lead in mass-producing LPDDR6, marking the first time a Chinese memory company has broken the long-standing monopoly of overseas manufacturers on high-end memory standards, achieving a historic breakthrough with the global first mass production.

New Stock News | Mediterranean Resorts Files with the Hong Kong Stock Exchange

According to the Hong Kong Stock Exchange's disclosure on August 28, Mediterranean Resorts Group (referred to as: Mediterranean Resorts) has submitted a listing application to the main board of the Hong Kong Stock Exchange, with BNP Paribas, HSBC, and JPMorgan serving as its joint sponsors.

New Stock Announcement | Betta Pharmaceuticals (300558.SZ) has once again submitted an application to the Hong Kong Stock Exchange.

According to the disclosure by the Hong Kong Stock Exchange on August 28, Betta Pharmaceutical Co., Ltd. (abbreviated as: Betta Pharmaceutical, 300558.SZ) has submitted an application for listing on the Main Board of the Hong Kong Stock Exchange, with CITIC Securities as its sole sponsor.

New IPO News | Tangji Medical Reapplies to Hong Kong Stock Exchange

According to the Hong Kong Stock Exchange's disclosure on August 28, Hangzhou Tangji Medical Technology Co., Ltd. (referred to as: Tangji Medical) has submitted a listing application to the main board of the Hong Kong Stock Exchange, with ICBC International and Caita International serving as its joint sponsors.

New Stock News | Noring Biotech Re-submits Application to the Hong Kong Stock Exchange

According to a disclosure by the Hong Kong Stock Exchange on August 28, Nanjing Noling Biotechnology Co., Ltd. (referred to as: Noling Biotechnology) has submitted a listing application to the main board of the Hong Kong Stock Exchange, with CCB International as its sole sponsor.

Fitch "shows mercy" by maintaining France's A+ rating, but warns that out-of-control deficits will lead to a downgrade.

Fitch Ratings recently announced that it is maintaining France's sovereign credit rating at "A+" with a "stable" outlook, despite the agency issuing another warning that the persistent widening of the fiscal deficit and the continual rise of public debt amid escalating political uncertainty may trigger a downgrade in the future.

Worsh "hawkish," Goldman Sachs still does not believe in a "rate hike in September," while JPMorgan Chase states, "We still need to see the August non-farm payrolls and CPI."

JPMorgan maintains its benchmark forecast for a December interest rate hike. Economist Michael Feroli stated that the "more important news" determining the outcome of the September meeting is the upcoming August non-farm employment and CPI reports. Goldman Sachs expects the month-over-month increase in August core CPI and core PCE to be around 0.2%. If this trend continues, the FOMC is expected to hold steady.

After Cursor was acquired by SpaceX (SPCX.US), OpenAI announced the termination of cooperation citing Musk's "breach of contract history."

OpenAI announced that it will terminate its partnership with Cursor, as the AI programming tool has been acquired by SpaceX.

Electra Therapeutics (ETRA.US) has submitted an IPO application for the U.S. stock market, leveraging the current biotech IPO boom to advance the development of new drugs for immune diseases and cancer.

Electra Therapeutics Inc. has officially submitted its initial public offering (IPO) application, aiming to capitalize on the strong performance of biotech IPOs this year to raise funds for its clinical-stage pipeline of immuno-mediated disease and cancer drugs.

Blue Owl (OWL.US) has teamed up with PIMCO to customize a $2.4 billion GPU financing for IREN (IREN.US).

A $2.4 billion debt financing led by a fund under Blue Owl Capital Inc. has been successfully secured. The funds will be directed to cloud computing service provider IREN Ltd. for the procurement of NVIDIA's Blackwell Ultra GPUs to support the construction of its data center park in Canada.

Mengniu (02319) stock price rises over 30% behind the scenes: A new transformation promoted through "one body, two wings" with high quality.

In the first half of 2026, Mengniu achieved revenue of 44.8 billion yuan, a year-on-year increase of 7.8%; operating profit reached 3.68 billion yuan, setting a new historical high.

Harvard economist Rogoff: The U.S. debt has entered a "vicious cycle," and only a crisis can force reforms.

Harvard economist Kenneth Rogoff warned that the worsening fiscal predicament in the United States is unlikely to be resolved in the short term, unless a major crisis erupts that is enough to awaken the voters and compel them to demand change.

Trump plans to meet with oil refining giants next week to discuss high oil prices, urgently seeking a "cooling" solution before the midterm elections.

U.S. President Trump plans to meet with executives from the American refining industry next week, as the ongoing war in Iran continues to push gasoline prices higher, intensifying pressures on the livelihoods of the people.

The hawkish stance of Waller ignites tightening expectations, as Wall Street anticipates the Federal Reserve to raise rates by 25 basis points in September and December.

Analysts believe that Waller's latest statement makes the Federal Reserve's September meeting a significant turning point in monetary policy.

Overnight US stocks | The market's bets on the Federal Reserve's interest rate hike have intensified, with all three major indices falling. Marvell Technology, Inc. (MRVL.US) dropped over 10%.

As of the close, the Dow Jones fell by 9.45 points, a decrease of 0.02%, closing at 53,559.99 points; the S&P 500 index dropped 19.23 points, a decline of 0.25%, closing at 7,711.76 points; the Nasdaq fell by 138.93 points, a decrease of 0.52%, closing at 26,402.42 points.

Bessent defends the U.S. buying yen for the first time in 28 years, aiming to avoid market turmoil that could raise U.S. Treasury yields and financing costs.

U.S. Treasury Secretary Janet Yellen defended the rare intervention by the U.S. Treasury last month to support the Japanese yen.

JIAODA WITHUB (08205) announced its interim results, reporting a loss attributable to shareholders of 5.027 million yuan, a narrowing of 32.73% year-on-year.

Jiaotong University Huigu (08205) reported its mid-year performance for 2026, with a revenue of 23.084 million yuan (RMB, the same below), a year-on-year decrease of 35.08%; the loss attributable to the parent company owners was 5.027 million yuan, a year-on-year narrowing of 32.73%; basic loss per share was 0.0105 yuan.

CEN PLAZA HOTEL (08315) plans to invest 4.8 million yuan to establish a new company, focusing on special industries and humanoid Siasun Robot & Automation.

Xindu Hotels (08315) announced that on August 28, 2026, the companys wholly-owned subsidiary, Shenzhen Nova Xingtu Robotics Co., Ltd., and Shenke Sliding Bearings Co., Ltd. (Shenke) along with Mr. Weng Zhenhua, entered into the companys articles of association to establish a limited liability company, Zhejiang Zhaoxing Technology Co., Ltd. in China.

FY FINANCIAL (08452) released its mid-term results, reporting a loss attributable to shareholders of 8.665 million yuan, an increase of 662% year-on-year.

Fuyin Finance Co., Ltd. (08452) announced its interim results for the six months ended June 30, 2026, reporting revenue of 5.418 million yuan, a decrease of 88.38% year-on-year; the loss attributable to shareholders was 8.665 million yuan, an increase of 662% year-on-year; the loss per share was 2.41 cents.

CHINA CBM (08270) announces a positive earnings forecast, expecting a net profit of approximately 70 to 80 million yuan for the interim period.

China Coalbed Methane (08270) announced that the group expects to achieve a net profit not less than RMB 70 million and not exceeding RMB 80 million for the six months ending June 30, 2026, while the preceding six months ending June 30, 2025, are expected to record a net loss. The anticipated turnaround to profitability for the six months ending June 30, 2026, is mainly due to a one-time gain of approximately RMB 75 million from the sale of a subsidiary during the period.

Zhi Sheng Group Holdings (08370) issued a profit warning, expecting the annual loss attributable to shareholders to increase by approximately 40% to 45%.

Zhisheng Group Holdings (08370) announced that compared to the previous fiscal year, the group expects the loss attributable to equity holders of the company for the fiscal year ending June 30, 2026, to widen by approximately 40% to 45%.

ATLINKS (08043) released its interim results, with a profit attributable to shareholders of 12,100, a year-on-year decrease of 70.26%.

ATLINKS (08043) released its interim results for the six months ended June 30, 2026, reporting revenue of 11.0529 million, a year-on-year decrease of 14.73%; profit attributable to equity holders of the company was 1.21 million, a year-on-year decrease of 70.26%; earnings per share were 0.

DIRECTEL (08337) released its interim results, reporting a loss attributable to shareholders of HK$6.914 million, an increase of approximately 64.9% year-on-year.

Zhi Tong Telecommunications (08337) reported its interim results for the six months ended June 30, 2026, with revenue of HKD 18.358 million, a year-on-year decrease of 20.88%; loss attributable to shareholders of HKD 6.914 million, a year-on-year increase of approximately 64.9%; basic loss per share of HKD 0.0282.

MAXWIN INT HLDG (08513) released its interim results, with a profit attributable to shareholders of S$14,000, returning to profitability year on year.

Jiahe International Holdings (08513) announced its interim results for the six months ended June 30, 2026, reporting revenue of SGD 11.027 million, an increase of 56.19% year-on-year; the profit attributable to equity holders of the company was SGD 14,000, compared to a loss of SGD 192,000 in the same period last year; earnings per share were SGD 0.02.

CREATIVE CHINA (08368) released its interim results, reporting a net loss of 827,000 yuan, an 86.31% year-on-year decrease.

China Creative Holdings (08368) announced its interim results for the six months ending June 30, 2026. The group's revenue reached RMB 14.652 million, a year-on-year increase of 60.92%; the net loss was RMB 827,000, narrowing by 86.31% compared to the previous year; the loss per share stood at 0.14 cents.

HARBOUR EQUINE (08377) announced its interim results, with a loss attributable to shareholders of HK$1.226 million, a year-on-year reversal from profit to loss.

Victoria Harbour Holdings Limited (08377) announced its results for the six months ending June 30, 2026. During this period, the group generated revenue of HKD 10.073 million, a decrease of 39.51% year-on-year; the loss attributable to the parent company's shareholders was HKD 1.226 million, shifting from profit to loss compared to the previous year; the basic loss per share was HKD 0.25.

WING FUNG GROUP (08526) announced its interim performance, reporting a net loss of HKD 9.522 million, a year-on-year increase of 256.9%.

Rongfeng Group Asia (08526) announced its interim results for the six months ending June 30, 2026, with revenue of HK$131 million, a year-on-year increase of 97.08%; during the period, it recorded a loss of HK$9.522 million, a year-on-year increase of 256.9%; basic loss per share was HK$0.0587.

BASIC H NEWLIFE (08360) released its interim results, reporting a loss attributable to shareholders of HKD 8.475 million, a year-on-year decrease of 45.71%.

Simple New Life (08360) announced its interim results for the six months ending June 30, 2026, reporting a revenue of HKD 44.11 million, an increase of 93.25% year-over-year; the loss attributable to shareholders narrowed to HKD 8.475 million, a decrease of 45.71% from the previous year; the loss per share was HKD 0.0235.

BEIDA JADE BIRD (08095) announced its interim results, with a profit attributable to shareholders of 74.48 million yuan, turning from a loss to a profit compared to the same period last year.

Beijing University Blue Sky (08095) announced its interim results for the six months ending June 30, 2026, reporting revenue of 230 million yuan, a decrease of 23.54% year-on-year; the profit attributable to shareholders was 74.48 million yuan, compared to a loss of 20.077 million yuan in the same period last year; earnings per share were 4.92 cents.

BEIDA JADE BIRD (08095) announces its interim results, with shareholders' profit amounting to 74.48 million yuan, marking a year-on-year turnaround from loss to profit.

Beijing University of Posts and Telecommunications Huanyu (08095) announced its interim results for the six months ended June 30, 2026, with revenues of 230 million yuan (RMB, same below), a decrease of 23.54% year-on-year; the profit attributable to shareholders was 74.48 million yuan, compared to a loss of 20.077 million yuan in the same period last year; basic earnings per share were 4.92 cents.

WUXI LIFE (08148) announced its interim results, with profit attributable to shareholders reaching HKD 9.857 million, an increase of 328.75% year-on-year.

Wu Xi Life (08148) announced its interim results for the six months ending on June 30, 2026. The group achieved revenue of HKD 56.135 million, an increase of 99.83% year-on-year; the profit attributable to the owners of the company was HKD 9.857 million, an increase of 328.75% year-on-year; earnings per share were HKD 0.0215.

REACH NEW HLDGS (08471) announced its interim results, reporting a shareholder loss of 3.102 million yuan, a year-on-year decrease of 41.49%.

Xinda Holdings (08471) announced its results for the six months ended June 30, 2026. During the period, the group achieved revenue of RMB 43.6 million, an increase of 15.3% year-on-year; the loss attributable to the companys owners was RMB 3.102 million, a decrease of 41.49% year-on-year; basic loss per share was 5.4 cents.

HK ENT INTL (08291) announced its interim results, reporting a loss attributable to shareholders of 2.319 million yuan, an increase of 1477.55% year-on-year.

Hong Kong Entertainment International (08291) announced its interim results for the six months ending June 30, 2026. The groups revenue was RMB 37.872 million, a year-on-year increase of 55.24%; the loss attributable to shareholders was RMB 2.319 million, an increase of 1477.55% year-on-year; the loss per share was 4.35 cents.

DATA UNION CAP (08375) announced its interim results, with a net loss of HKD 7.481 million, a year-on-year decrease of 10.3%.

Sumer Capital (08375) released its interim results for 2026, with revenue of HKD 49.729 million, an increase of 11.8% year-on-year; a net loss of HKD 7.481 million, a reduction of 10.3% year-on-year; and a basic loss per share of HKD 0.0221.

CORNERSTONE FIN (08112) announced its interim results, reporting a loss attributable to shareholders of HKD 10.0455 million, a year-on-year decrease of 52.89%.

Cornerstone Financial (08112) announced its interim results for the six months ended June 30, 2026, with the group achieving revenue of HKD 15.5358 million, a decrease of 42.03% year-on-year; the loss attributable to owners of the company was HKD 10.0455 million, a decrease of 52.89% year-on-year; the loss per share was HKD 0.0438.

LINEKONG (08267) announced its interim results, reporting a loss attributable to shareholders of 47.98 million yuan, turning from profit to loss year-on-year.

Bluegate Interactive (08267) announced its interim results for the six months ended June 30, 2026, with revenue of 13.625 million yuan, a decrease of 52.25% year-on-year; the loss attributable to owners of the company was 47.98 million yuan, a shift from profit to loss year-on-year; basic loss per share was 0.132 yuan.

QINGHUA HOLD(08082) released its interim results, reporting a loss attributable to shareholders of HKD 16.022 million, a year-on-year decrease of 44.92%.

Sky China Petroleum Services Limited (08082) announced its interim results for the six months ended June 30, 2026, reporting revenue of HKD 14.927 million, a year-on-year decrease of 79.16%; the loss attributable to owners of the company amounted to HKD 16.022 million, a year-on-year decrease of 44.92%; loss per share was HKD 0.006.

ASIA PIONEER (08400) announced its interim performance, with a net profit of HKD 2.2999 million, a year-on-year growth of 9114.54%.

Asian Pioneer Entertainment (08400) announced its interim results for the six months ending June 30, 2026, with revenue of HKD 33.9392 million, a year-on-year increase of 47.3%; net profit of HKD 2.2999 million, a year-on-year increase of 9114.54%; and basic earnings per share of HKD 0.23.

JOYZYME GROUP (08622) announced its interim results, reporting a loss of 2.428 million yuan, an increase of 2.49% year-on-year.

Yuyue Group (08622) announced its results for the six months ending June 30, 2026. During this period, the Group achieved a revenue of 16.557 million yuan, an increase of 34.29% year-on-year; the loss for the period was 2.428 million yuan, widening by 2.49% compared to the previous year; the basic loss per share was 0.47 cents.

GME GROUP (08188) announced its interim results, with a net profit of HKD 37.323 million, a year-on-year decrease of 29.5%.

Jun Jie Group Holdings (08188) released its interim results for 2026, with revenue of HK$477 million, a year-on-year increase of 9.6%; net profit of HK$37.323 million, a year-on-year decrease of 29.5%; and basic earnings per share of HK$0.0782.

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Citigroup: Initiates "Buy" rating for Zijin Mining International (02259), optimistic about production growth and gold price outlook.

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Ganfeng Lithium: Progress on Subsidiary's Involvement in Investment Limited Partnership Matters

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Zhichun Technology (603690.SH) plans to transfer part of its shares in the affiliated company Weidun Crystal Phosphate for 20 million yuan.

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Xiamen Releases Twelve Measures to Promote Exchange and Cooperation with Taiwan

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Yuncong Technology: The company is deeply involved in the national standardized pilot project "Shanghai Virtual-Real Integration Embodied Intelligence Training Ground" and the "Humanoid Robot Qilin Training Ground" project.

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