A-share evening hot spots | What to look forward to in Apple's upcoming event?

The following is the text of the evening news: 1. China's first monkeypox vaccine approved for clinical trials Importance: According to the WeChat account of China Biotechnology, on September 9th, the MVA strain monkeypox attenuated live vaccine independently developed by China Biological of China National Pharmaceutical Group Shanghai Biological Products Research Institute obtained a clinical trial notice issued by the National Medical Products Administration. This is China's first approved clinical trial monkeypox vaccine, which is expected to play an important role in the prevention and control of diseases caused by the monkeypox virus in China. It is worth noting that recently, several listed companies such as Tellgen Corporation, Cowealth Medical China, and Daan Gene Co., Ltd. have responded intensively to the concept of monkeypox. Furthermore, companies like Jiangsu Bioperfectus Technologies Co., Ltd., Shanghai Kehua Bio-engineering, Shanghai Universal Biotech, and Beijing Bohui Innovation Biotechnology Group have indicated that their monkeypox detection products have passed the EU CE certification. Looking ahead, Jianghai Securities pointed out that with the continued spread of the monkeypox epidemic, the global demand for epidemic prevention products continues to grow. The proactive layout of A-share listed companies in the fields of vaccines, test reagents, and therapeutic drugs is expected to bring new growth points in performance. In the future, with the deepening of vaccine research and the improvement of clinical data, related companies will receive more market attention and investment opportunities. 2. Apple Preview of the upcoming launch event, what are the highlights? Importance: Apple's annual autumn launch event is approaching, with the theme of this event being "Glow Time". What highlights can we expect from the iPhone 16 and other new products? At 1:00 am Beijing time on Tuesday, Apple will hold a new product launch event at its headquarters in Cupertino, California, which will be broadcast live on the Apple website and YouTube. The following are some key points: It is reported that the iPhone 16 will still have four models, including the basic model, Plus, Pro, and Pro Max, with the Pro series being the focus of this year's upgrade. Regarding the various functions of the iPhone 16, Apple AI will be the highlight, with Siri reportedly being strengthened, and new features will be supported in emails, galleries, etc. Media reports have indicated that the Apple Watch Series 10 will be thinner than its predecessor but will have a larger screen. In terms of functionality, insiders have revealed the possible introduction of sleep apnea and hypertension detection functions, but the actual implementation still remains uncertain. Apple will update its mid-range AirPods product line and will provide noise cancellation for the first time on the mid-range AirPods, marking the first update since 2019 for the entry-level AirPods. 3. Alibaba officially included in the Hong Kong Stock Connect, effective from September 10th Importance: On the evening of September 9th, the Shanghai and Shenzhen Stock Exchanges issued a notice regarding the adjustment of the Hong Kong Stock Connect under the Shanghai and Shenzhen-Hong Kong Stock Connect. According to the notice, due to the adjustment of the constituent stocks of the Hang Seng Index, Mid-Cap Index, and Small-Cap Index, as stipulated, there has been an adjustment to the list of stocks included in the Hong Kong Stock Connect, which will take effect from September 10th. The list shows that BABA-W, SF INTRA-CITY, CLOUD MUSIC, CHABAIDAO, and 33 other stocks have been added to the list of stocks included in the Hong Kong Stock Connect. This means that from September 10th, southbound funds will be able to purchase Alibaba and 33 other stocks through the Hong Kong Stock Connect. 4. New energy penetration rate in August exceeds 50% BYD Company Limited, Chongqing Sokon Industry Group Stock leads the way Importance: On September 9th, the China Passenger Car Association released data showing that in August, the total retail sales of narrow passenger cars in the country were 1.905 million units, a year-on-year decrease of 1.0% and a month-on-month increase of 10.8%. Among them, the retail sales of new energy passenger cars in August were 1.027 million units, a year-on-year increase of 43.2% and a month-on-month increase of 17.0%. The retail penetration rate of new energy vehicles in August once again exceeded 50%, reaching 53.9%. BYD Company Limited continued to consolidate its position in the new energy vehicle market in August, with sales reaching 373,100 units, a year-on-year increase of 35.97%, setting a new record for monthly sales. Chongqing Sokon Industry Group Stock also experienced a significant increase in August, with new energy vehicle sales reaching 36,200 units, a year-on-year increase of 479.55%. Regarding the performance of the "Golden September and Silver October" period, Cui Dongshu believes that the "effect will be more prominent", with the national introduction of scrapping and upgrading policies, guiding various regions to promote corresponding encourage policies for old-for-new exchanges, and promptly issuing detailed implementation rules. As policies are successively introduced, they will bring better incentives for sales during "Golden September and Silver October". 5. "Artificial Intelligence Security Governance Framework" released to promote the safe and orderly development of the industry Importance: The National Network Security Standardization Technical Committee officially released version 1.0 of the "Artificial Intelligence Security Governance Framework" to promote consensus among all parties on the security governance of artificial intelligence, and to promote the safe and orderly development of artificial intelligence. The framework provides corresponding technical responses and comprehensive prevention and control measures for inherent security risks such as model algorithm security, data security, system security, and application security risks in the network domain, real-world domain, cognitive domain, and ethical domain. It also provides guidance on the safe development and application of artificial intelligence to promote the healthy development and standardized application of artificial intelligence, providing fundamental and framework technical guidance. According to an Open Source Securities research report, the continuous improvement of large-scale multimodal capabilities of domestic and international models and the breakthrough of end-side AI over the past year have laid a solid foundation for the subsequent expansion of C-end AI application user scale and verification of business models. The continuous optimism for the commercialization prospects of AI applications suggests focusing on: 1) large-scale applications.Type/Corpus/Agent: Focusing on Kunlun Tech, etc.; 2) AI+film and television: Focusing on Zhejiang Huace Film & TV, etc.; 3) AI+music: Focusing on Hubei Century Network Technology Inc., etc.; 4) AI+e-commerce/marketing: Focusing on Beijing Zhidemai Technology, etc.; 5) AI+games: Focusing on Beijing Ultrapower Software, etc.; 6) AI+education publishing: Focusing on Astro-century Education & Technology.6. What did the Maotai semi-annual performance briefing reveal? It concerns dividends, capacity expansion, and more. Importance: After trading hours on September 9th, Kweichow Moutai held its 2024 semi-annual performance briefing. Zhang Deqin, Chairman of Kweichow Moutai, stated that the company's operational goals are based on multiple factors such as production, market, and base liquor. The board of directors and the production management team will ensure that the annual target of 15% growth in total operating income is met as scheduled. Regarding capacity expansion, in December 2022, Kweichow Moutai announced a plan to invest approximately 15.516 billion yuan in constructing the Maotai liquor "14th Five-Year Plan" technical renovation project. Once the project is completed, it will increase Maotai liquor production capacity by approximately 19,800 tons per year. In terms of the progress of the capacity expansion project, Zhang Deqin stated that based on the current progress of the engineering construction, the company has established the Thirty-One Workshop for liquor production, planning to start production from this year's Chongyang Festival. According to the production process of Maotai liquor, this additional capacity will not enter the market for at least five years. 7. No profit, no management fee will be charged, with over 30 million yuan refunded by public offering funds. Importance: The three-year Regular Open Fund, Southern Ruihe, welcomed its second open period, the first public offering fund that does not charge management fees if it does not make a profit. According to the fund contract, Southern Ruihe will fully refund the closed-period management fee back to the fund assets, and the related management fee will exceed 300 million yuan. Over the years, public offering funds have made many attempts with fees. In addition, bank wealth management products that frequently reduce fees have also played the "0 fees" card. As early as 2002, Boshi Fund designed a "Value Growth Line" for its newly released product Boshi Value Growth, stipulating that when the net asset value per unit share of the fund falls below the value growth line level, the fund manager will temporarily suspend the collection of fund management fees. 8. Several bull stocks experience a downturn, who is behind them? Importance: Several strong bull stocks experienced a sharp decline on September 9th. Shenzhen Huaqiang Industry had a full-day turnover of 3.51 billion yuan, ranking second in A-share turnover, second only to Maotai's turnover. After-hours data from the top buyers of the stock show that the top five buyers today were all part of the "Lhasa Group," buying a total of around 224 million yuan, while the same five brokerage firms also sold approximately 146 million yuan. Dazhong Transportation (Group) Co., Ltd. displayed a "ceiling and floor" trend. Previously, the stock had hit the daily limit for two consecutive trading days. After-hours data from the top five buyers show that four of them were part of the "Lhasa Group," buying a total of approximately 78.7286 million yuan. Kunshan Kersen Science & Technology, which had previously hit ten consecutive limits, also hit the limit down, displaying a "ceiling and floor" trend during trading hours. After-hours data from the top five buyers show that four of them were part of the "Lhasa Group," buying a total of approximately 1.31 billion yuan. In addition, the following news items are also worth noting: 9. The China Securities Investment Fund Industry Association is conducting a special investigation on overdue private equity funds and projects of concern. 10. Positive signals are emerging, with local governments around the country making efforts in investment directions.New Oriental, Good Future, Shanghai Xinnanyang Only Education & Technology, TIANLI INT HLDGBESTSTUDY EDU, SCHOLAR EDU.Amid macro employment pressure, the recruitment and training needs of Cendes Co., Ltd., FENBI, and Offcn Education Technology remain strong. In addition, the following sectors are also worth paying attention to: 2. Shanghai: Accelerate the promotion of the exchange of old for new energy vehicles. 3. Real Estate|Hefei state-owned assets enter the market to acquire commercial housing, with 30 cities already issuing "acquisition and storage" solicitation notices. 4. Chips|Strong orders for Apple A18, driving TSMC's 3nm process revenue to grow by 34% year-on-year this year. In terms of positive announcements, Jutze Intelligence Technology plans to repurchase shares, while on the negative side, LBX Pharmacy Chain Joint Stock warns of risks. Positive announcements: 1. Jutze Intelligence Technology: Plans to repurchase company shares worth 200 million to 400 million yuan. 2. Guangdong DFP New Material Group: Plans to repurchase shares worth 50 million to 100 million yuan. 3. Jiang Su Wujin Stainless Steel Pipe Group: Plans to repurchase shares worth 20 million to 30 million yuan. 4. CCCC Design & Consulting Group: Majority shareholder's wholly-owned subsidiary plans to increase holdings of company shares by 100 million to 200 million yuan. 5. Hisense Visual Technology: Director and President increase holdings of 15,000 company shares. 6. Kunshan TopA Intelligent Equipment: Pre-winning bid for procurement project worth about 515 million yuan. Negative announcements: 1. LBX Pharmacy Chain Joint Stock: Company is unaware of the progress and conclusion of the detention investigation. 2. Shanghai Prosolar Resources Development: Shareholder Huaqiao Industrial cannot contact the company's actual controller Yu Zengyun. 3. Changchun Yidong Clutch: Company's main business is the production of automotive parts. 4. Hainan Ruize New Building Material: Change of the company's actual controller. 5. Beijing Cuiwei Tower: No significant changes in daily operations. 6. Anhui Liuguo Chemical: Company receives administrative regulatory measures decision. 7. GuiZhou YongJi Printing: Controlling shareholder and actual controller plan to reduce their holdings in the company by no more than 3%. 8. Eastern Air Logistics: LEGENDHOLDING and Zhuhai Pudong plan to collectively reduce their holdings in the company by no more than 2.99%. This article is selected from "Tencent Self-selected Stocks", edited by GMTEight: Xu Ran.