A-shares pre-market report | Huawei layout quantum technology, Tesla will appear with humanoid Siasun Robot&Automation

Morning Heavy News Overview 1. FTSE China A50 Index Component Stock Adjustment: Includes China National Nuclear Power, Huaneng Lancang River Hydropower Inc., Excludes China Tourism Group Duty Free Corporation, Yihai Kerry Arawana Holdings Importance: FTSE Russell announced adjustments to the FTSE China A50 and other indices, including the inclusion of China National Nuclear Power, Huaneng Lancang River Hydropower Inc., and the exclusion of China Tourism Group Duty Free Corporation and Yihai Kerry Arawana Holdings. These changes will officially take effect after the close of trading on September 20. Historically, index adjustments have often attracted significant overseas passive funds. 2. Jiangsu Introduces Implementation Plan to Support Trade-Ins for Consumer Goods, Subsidies for Car Trade-Ins, Electric Bike Trade-Ins, and Home Appliance Purchases Importance: Jiangsu Province is promoting a long-term special national bond fund to support the implementation of trade-ins for consumer goods. The plan includes subsidies of 15,000 RMB for personal consumers replacing and upgrading passenger cars priced above 250,000 RMB, and a 15% subsidy for the purchase of 17 categories of green energy-efficient home appliances. 3. Developments in Two Major Securities Mergers and Acquisitions: Guosen's Acquisition of Wanhe Clarified, Guolian's Acquisition of Minsheng Shareholders' Meeting Approved Importance: Guosen announced plans to purchase 96.08% of Wanhe Securities through the issuance of shares to shareholders such as Shenzhen Capital, with trading of the company's shares resuming today; Guolian also announced the acquisition of Minsheng Securities, which has been approved by the company's interim shareholders' meeting. 4. Shanghai Securities News: Personal Home Loans of Six Major Banks Shrink by Over 300 Billion RMB in the First Half of the Year, Expectations for Rate Cuts on Existing Home Loans Resurface Importance: According to Shanghai Securities News, by the end of the second quarter, the total balance of personal housing loans from six major state-owned banks had decreased by 325.471 billion RMB compared to the beginning of the year. Market expectations for rate cuts on existing home loans are resurfacing, with experts predicting that the overall rate cut may be lower than the previous round. Financial Calendar No new stock subscriptions and listings on the Shanghai and Shenzhen markets today. 1. The 2024 Shanghai Bund Summit opens today Early Opportunity Review Selected Brother analyzes investment opportunities of market interest and discovers that Quantum Technology, humanoid Siasun Robot & Automation, and photovoltaic glass are gaining attention. 1. Huawei's Subsidiary Shenzhen Harbor Technology Invests in Guoce Quantum, Institutions Bullish on Three Major Directions in the Quantum Industry Tianyancha App shows that recently, Guoce Quantum Technology (Zhejiang) Co., Ltd. underwent a business change, with Huawei's subsidiary Shenzhen Harbor Technology Investment Partnership Enterprise (Limited Partnership) added as a shareholder, increasing the company's registered capital from 15.789 million RMB to 16.512 million RMB. Guoce Quantum was established by Peking University in the field of quantum precision measurement, focusing on high-precision time frequency products and services. Review: Tianfeng believes that the competition in quantum technology is accelerating, with an estimated market size of about 70 billion RMB in 2029. The quantum industry may become the next stage of global technological competition, and recommends focusing on three directions: quantum encryption, quantum computing, and quantum measurement. 2. Tesla to Unveil Optimus Humanoid Siasun Robot & Automation at Bund Summit, Limited Production Expected to Start Next Year From September 5th to 7th, the 2024 Inclusion Bund Summit will open in the Huangpu World Expo Park in Shanghai. Tesla will showcase its latest hardcore products, the Cyber Off-Road Travel Vehicle and Optimus Humanoid Siasun Robot & Automation. Tesla aims to reduce the cost of Siasun Robot & Automation from tens of thousands of dollars to one or two thousand dollars, requiring continuous innovation in manufacturing. Tesla expects to start limited production of the humanoid Siasun Robot & Automation from next year, with over 1000 Optimus units at Tesla's factory helping humans complete production tasks. Review: CITIC SEC believes that the global shipment of humanoid Siasun Robot & Automation is expected to reach about 10,000 units by 2025. The development trend of humanoid Siasun Robot & Automation sector is established, and continues to be optimistic about sector opportunities, recommending focusing on investment themes and targets under related catalysts. 3. Ten Major Photovoltaic Glass Manufacturers Hold Meeting, Agree to Shut Down Furnaces and Reduce Production by 30% Ten major photovoltaic glass manufacturers, including XINYI SOLAR and Flat Glass Group, convened an emergency meeting and reached a unanimous agreement to implement a plan to shut down furnaces and reduce production by up to 30% with immediate effect. Several industry insiders told reporters that the current industry's cold repair scale exceeds 12,000 tons/day, and whether it can push prices to gradually stabilize is still an unknown. Review: Huachuang Securities believes that the supply and demand situation of photovoltaic glass is expected to improve, as there has been an intense cold repair in the photovoltaic glass sector recently, and the addition of new production capacity by industry enterprises has slowed down; with centralized projects in China being put into operation and distributed policies being implemented, downstream demand is expected to gradually recover. Market Outlook Industrial: The current market may see a window for adjustment of earnings expectations and restoration of risk appetite Industrial believes that the current market may witness a window for adjusting earnings expectations and restoring risk appetite after the earnings season. In previous years, the earnings season often led to a contraction in risk appetite, primarily because market earnings expectations were high, leading to a price correction after earnings fell short of expectations. This yearThe difference lies in the fact that the market itself has a very low risk appetite, leading to the fact that many negative expectations have already been factored in during the performance window, while the risk appetite during the financial reporting season has instead seen a recovery.Listed Company Positive and Negative Announcements In terms of positive announcements, Self-selection Brother reminds to pay attention to the subsidiary of Sichuan Yahua Industrial Group signing a procurement agreement with Contemporary Amperex Technology. In terms of negative announcements, Kunshan Kersen Science & Technology, which has been on an 8-day winning streak, warns of risks. Positive Announcements 1. Sichuan Yahua Industrial Group: Subsidiary signs procurement agreement for battery-grade lithium hydroxide and lithium carbonate with Contemporary Amperex Technology. 2. Guangdong Hongda Holdings Group: Subsidiary completes acquisition of 51% equity of Shengshi Putian, increasing explosives production capacity to 580,000 tons. 3. Changgao Electric Group: Invested company Futu Technology listed on the ChiNext. 4. Anhui Ronds Science & Technology Incorporated: Controlling shareholder plans to increase holdings by 9.5-10.5 million yuan. 5. Henan Pinggao Electric: Successfully bids for a national power grid project worth 830 million yuan. 6. China XD Electric: Wins bid for national power grid procurement project worth 1.297 billion yuan. Negative Announcements 1. Kunshan Kersen Science & Technology, which has been on an 8-day winning streak: Does not produce solid-state battery products. 2. Ways Electron, which has been on a 3-day winning streak: Does not produce VR terminal products. 3. Sunyes Manufacturing, which has been on a 3-day winning streak: Shares held by a shareholder with more than 5% stake have been judicially frozen. 4. LBX Pharmacy Chain Joint Stock, which has been on a 3-day winning streak over 4 days: One of the actual controllers, Mr. Xie Zilong, is in a state of detention and is under investigation. 5. Zhejiang RIFA Precision Machinery, which has been on a 2-day winning streak: Has taken the issue of performance compensation with RiFa Group to court. 6. Keystone Technology: Directors of the company plan to collectively reduce their holdings by no more than 0.65% of the company's shares. Unlocking list Looking at the unlocking ratio, China Railway Special Cargo Logistics has an actual unlocking ratio of 76.5% in the next five days, followed by Sicher Elevator Co., Ltd. and LWGF. Overseas Markets Self-selection Brother Tip: Overnight US stocks fluctuated, with the Nasdaq and S&P indices continuing to decline, and Nvidia falling 11% over two days. In other markets, COMEX gold futures rose by 0.12% to $2526.00 per ounce, while light crude oil futures for October delivery on the New York Mercantile Exchange closed at $69.20 per barrel, down 1.62%. November delivery of London Brent crude oil futures closed at $72.70 per barrel, down 1.42%. This article is reprinted from "Tencent Self-selected Stocks", edited by GMTEight: Jiang Yuanhua.