GMT EIGHT - Stocks - China Stock

Guosen Securities: New high in A-share market, how are various funds moving?

High-risk preference funds, represented by margin trading, continued to flow in this week. At the same time, public funds and foreign funds saw marginal improvement, with the proportion of new equity funds increasing further. The proportion of turnover of Northbound funds in the entire A-share market also increased marginally this week, while ETFs, as reverse funds, saw net outflows.

Guangfa Securities Research: From Made in China to Created in China

Against the backdrop of the current global trend towards trade protectionism, with China's commodity exports already holding a high market share globally, knowledge-intensive service exports based on research and development technology capabilities may take over as the new growth point for China's exports in the next stage.

Guangdong Greenway Technology (688345.SH) ultimate controller and its concerted parties intend to reduce their shareholding by no more than 3%.

Borgward (688345.SH) issued an announcement that, due to its own funding needs, the actual controller and chairman of the company, Zhang Zhiping...

Soochow: Increase in computing power demands + emergence of new technologies, optimistic about continuous improvement in PCB equipment demand.

Computing power demand is increasing, driving capital expenditure in the PCB industry to rise.

Guobo Electronics (688375.SH) shareholders intend to inquire about transferring 2.5% of the company's shares.

National Expo Electronics (688375.SH) disclosed the shareholder inquiry transfer plan, the shareholders intending to participate in this inquiry transfer are Tian...

Selected announcements of A-shares | "Maofang Securities" net profit in the first half of the year was 5.567 billion yuan, an increase of 37.27% year-on-year.

East Money (300059.SZ) released its semi-annual report for 2025. The total operating income in the first half of the year was 6.856 billion yuan, an increase of 38.65% year-on-year. The net profit attributable to the shareholders of the listed company was 5.567 billion yuan, an increase of 37.27% year-on-year.

IPO has been accepted, making it the world's second manufacturer to launch the highest level 1.6T optical module core testing equipment in the industry.

On August 15th, Suzhou Unisens Instrument Co., Ltd. (referred to as Unisens Instruments) submitted its application for an IPO on the Science and Technology Innovation Board of the Shanghai Stock Exchange. CITIC Securities is its sponsor institution, and it plans to raise 1.954 billion yuan.

Beijing Roborock Technology (688169.SH) saw its revenue soar by 79% in the first half of the year, with its floor cleaning robot market share skyrocketing to second place, showing increased growth potential.

STONE Technology (688169.SH) delivered a semi-annual report with performance growth exceeding expectations.

Asia Stocks Steady as Investors Digest U.S. Inflation Surprise

Asian markets saw a mixed recovery on Friday, with Japan’s Nikkei 225 rising 1.6% on strong GDP data while regional shares outside Japan slipped. U.S. producer prices jumped 0.9% in July, leading traders to expect a smaller Fed rate cut next month. Chinese equities gained on stimulus hopes despite weak data, Hong Kong’s Hang Seng fell, and commodities and cryptocurrencies posted mixed moves.

Beijing Roborock Technology (688169.SH) releases its semi-annual report: revenue of 7.903 billion yuan, a year-on-year increase of 78.96%, technology-driven leading the global market.

Shitou Technology stated that in the domestic market, benefited from the subsidy policy of the home appliance industry's "trade-in old for new", the company's revenue achieved rapid growth.

Guolian Minsheng Securities: China's ship leasing industry continues to increase its global market share and is optimistic about the future development of ship leasing companies.

Subsequent greening transformation and the replacement of old ships can effectively guarantee the expansion speed, coupled with subsequent interest rate cuts, the bank believes that the future development prospects of the ship leasing industry are still good.

Guizhou Chitianhua (600227.SH) subsidiary Anjia Mining resumes production.

Red Sky Chemical (600227.SH) issued an announcement on July 15, 2025, stating that its wholly-owned subsidiary Guizhou Anjia...

Changchun Yidong Clutch (600148.SH): The FAW Equity Company plans to reduce its shareholding by no more than 2.97%

Changchun One East (600148.SH) announced that the FAW Equity Company intends to conduct centralized bidding and bulk trading transactions...

Minsheng Securities: bullish on the accelerated development of AI and the penetration of liquid cooling technology, the data center liquid cooling industry chain will usher in a "golden age"

The industry believes that 2025 will be the first year for liquid cooling technology to break through from 0 to 1. With industry trends overlapping technological upgrades, liquid cooling will become the next main battlefield for the upgrading of the AI industry.

Subsidiary of Silvery Dragon Prestressed Materials (603969.SZ) signs a 108 million yuan subcontracting contract for railway track construction services.

Yinlong Holdings (603969.SZ) announces that its controlling subsidiary, Hengshui Yinlong Rail Co., Ltd.

China Securities Co., Ltd.: AI computing power is a sector-wide market opportunity, with individual stocks in the industry chain generally having the opportunity for growth.

If large models can penetrate this IT market in the future, the development space will be huge.

Open Source Securities: High-end advanced packaging enters a period of rapid development, emphasizing investment opportunities under the trend of independent controllability.

Focus on the investment opportunities brought by the improvement of the capacity, yield, and utilization rate of high-end local manufacturers' testing and packaging production lines.

A-share market closing review: Four major positive news strikes, the Shanghai Composite Index once again reaches 3700 points! The ChiNext Index closed up 2.61%, and the anti-insulation theme continued to strengthen.

As of the close, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index rose by 1.60%, and the ChiNext Index rose by 2.61%.

Shenwan Hongyuan Group: Supply and demand resonance draws industry turning point, prosperity recovery opens a new stage in the silicone cycle.

The supply and demand situation in the organic silicon DMC industry is gradually improving, coupled with the "anti-overwork" movement catalyzing strong cost support, the industry is expected to see a bottom reversal.

Orient: Electrolytic aluminum prices are expected to maintain their upward trend. The cost advantage of the entire industry chain is the core competitiveness.

Even a small increase in the price of alumina has a minor impact on the profitability of electrolytic aluminum. The market's expectation for stable profitability in the electrolytic aluminum industry is expected to further strengthen in the future.

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