Pre-market report on A shares: China Minmetals intends to participate in the establishment of China Salt Lake Group, indirectly gaining control of Qinghai Salt Lake Industry (000792.SZ)

Morning Headlines Overview 1. Salt Lake aircraft carrier is coming! China Minmetals plans to participate in the establishment of China Salt Lake Group, indirectly acquiring Qinghai Salt Lake Industry Importance: Qinghai Salt Lake Industry disclosed an announcement that the controlling shareholder will change to China Salt Lake Group, and the actual controller will change to China Minmetals Group. The purpose of this proposed change of ownership by Qinghai Salt Lake Industry is to build a world-class salt lake industry base; after the transaction is completed, Qinghai Salt Lake Industry will become the 9th listed company under China Minmetals. 2. Negative list for foreign investment access in 2024 released, zero restrictions on foreign access in the manufacturing sector Importance: The National Development and Reform Commission and the Ministry of Commerce have released the "Special Management Measures for Foreign Investment Access (Negative List) (2024 Edition)," after the revision of this negative list, foreign access restrictions in the manufacturing sector in China will be "zero," marking new progress in high-level opening up. 3. New regulations for departing staff of the China Securities Regulatory Commission investing in companies preparing for listing, stricter requirements and broader scope of verification Importance: The China Securities Regulatory Commission announced the "Interim Supervision Regulations for Departing Staff of the China Securities Regulatory Commission to Invest in Companies Preparing for Listing," extending the prohibition period for departing staff in issuing and supervisory positions to 10 years, and expanding the scope of strict review from departed staff to their parents, spouses, children, and their spouses. 4. China's foreign exchange reserves maintain stable growth in August, gold reserves unchanged for four consecutive months Importance: As of the end of August, China's foreign exchange reserves were $328.82 billion, an increase of $31.8 billion from the end of July, a growth rate of 0.98%. As of the end of August, China's central bank's gold reserves were 72.8 million ounces, unchanged from the previous month, maintaining stability for the fourth consecutive month. Financial Calendar No new stock subscriptions or listings in Shanghai and Shenzhen today. 1. Reminder: Huawei Hisilicon Global Connect Conference Opens Today Early insight Market attention is focused on medical, foldable screens, and lithography machines. 1. Pilot program in the medical field to expand openness, three departments plan to allow the establishment of wholly foreign-owned hospitals in nine locations The Ministry of Commerce and three other departments issued a notice regarding the pilot program to expand openness in the medical field, planning to allow the establishment of wholly foreign-owned hospitals in nine locations, including Beijing, Tianjin, and Shanghai. Analysis: Xiangcai Securities believes that the overall performance of medical service-related companies is expected to improve quarter by quarter in the second half of the year. The medical sector has been continuously declining since the beginning of the year, with a drop of over 30%, especially in the sub-sector of medical services. The sector has experienced a sufficient retracement and has valuation advantages, maintaining a buy rating on the medical service industry. 2. Huawei's three-fold screen phone has a pre-order count of over 2 million, institutions are optimistic about continuous benefits in hinge and other links Huawei's highly anticipated three-fold screen phone has started pre-orders. On September 7th, Huawei announced on Weibo that the Huawei Mate XT Extraordinary Master will start pre-order at 12:08 on September 7th and officially revealed the appearance of this Huawei three-fold screen phone in the pre-order poster. Within 24 hours of opening pre-orders, the number of reservations has exceeded 2 million. Analysis: Guotai Junan believes that in the second half of the year, it will be a period of intensive release of new models for many terminal manufacturers. It is expected that the global and Chinese folding machine market will continue to maintain high growth in the second half of the year, and value-added links in the industrial chain such as hinges, ultra-thin glass, screens, and other links are expected to continue to benefit. 3. Netherlands announces expansion of lithography machine control scope, importance of domestic substitutes becoming increasingly prominent The Ministry of Commerce spokesperson answered questions on September 6th regarding the Netherlands' announcement to expand the control scope of lithography machines. The Ministry of Commerce spokesperson stated that recently, China and the Netherlands have conducted multi-level and multi-occasional communication and negotiations on the issue of semiconductor export control. On the basis of the semiconductor export control measures in 2023, the Dutch side further expands the control scope of lithography machines, to which the Chinese side expresses dissatisfaction. Analysis: Huajin Securities believes that the importance of lithography machines to the development of the domestic semiconductor industry and the independent and controllable integrated circuit industry chain is becoming increasingly prominent. It is recommended to pay attention to companies with deep technological accumulation in the "bottleneck" link or those directly/indirectly entering into the supply chain links of ASML/Shanghai Microelectronics. Market outlook CITIC SEC: Extremely pessimistic sentiment is expected to stabilize, recommending bottoming out dividends, and increasing exposure to overseas markets CITIC SEC believes that as external signals become clearer within the key window period, combined with the landing of interim reports, the change in dividend expectations, and the easing of market liquidity pressure, extremely pessimistic investor sentiment is expected to stabilize in September. Market styles are becoming more balanced, and it is recommended to continue bottoming out dividends and increasing exposure to overseas markets. Specific categories are expected to continue to differentiate in dividend strategies, with a focus on dividend-low volatility assets such as hydro and nuclear power with stable free cash flow rates, and property insurance with stable premium growth. Positive and negative announcements by listed companies In terms of positive announcements, attention should be paid to Liaoning Port's plan to repurchase shares, and in terms of negative announcements, Kunshan Kersen Science & Technology, which has had 10 consecutive boards, highlighting risks. Positive Announcements 1. Liaoning Port: Plans to repurchase shares worth 420 million to 840 million yuan 2. Jiawei Renewable Energy: Controlling shareholder plans to increase holdings by at least 60 million yuan 3. Guangdong Mingzhu Group: Plans to repurchase shares worth 150 million to 236.5 million for employee shareholding plans or equity incentives 4. Suzhou West Deane New Power Electric: Chairman proposes to repurchase company shares worth 50 million to 100 million yuan 5. Maider Medical Industry Equipment Co. Ltd.: Plans to repurchase shares for 15 million to 30 million yuan 6. CECEP Wind-Power Co.Corporation plans to invest 1.523 billion yuan to construct a 200MW wind power project.Negative Announcement 1. Kunshan Kersen Science & Technology: The company currently uses purchased structural components for the assembly of folding screen phone hinges. 2. Nuode New Materials: Received a notice of investigation from the China Securities Regulatory Commission for suspected violations of information disclosure laws and regulations. 3. Shanghai Challenge Textile: Controlling shareholder and concerted action person suspected of violations of information disclosure laws and regulations have been investigated by the China Securities Regulatory Commission. 4. Shanghai Huaming Intelligent Terminal Equipment: Received a notice of investigation from the China Securities Regulatory Commission. 5. Truking Technology: Company executive Lei Yu has been criminally detained on suspicion of embezzlement. 6. Shenzhen Transsion Holdings Co., Ltd.: Chief financial officer Xiao Yonghui has been placed under detention and is under investigation. Unlocking List In terms of unlocking ratios, in the next five days, Jinsanjiang (Zhaoqing) Silicon Material has an actual unlocking ratio of 71.42%, followed by Chongqing Sifang New Material and Zhang Xiaoquan Inc. Overseas Markets Stock market tip: US stocks plummeted last Friday! The Nasdaq fell by 2.5%, with Tesla dropping over 8%. In other markets, COMEX gold futures main contract fell by $18.5 per ounce, a decrease of 0.73%, closing at $2524.60 per ounce; light crude oil futures for delivery in October on the New York Mercantile Exchange closed at $67.67 per barrel, a decrease of 2.14%; Brent crude oil futures for delivery in November closed at $71.06 per barrel, a decrease of 2.24%. This article is republished from "Tencent Choose Stocks", edited by Chen Wenfang.