A-share evening hot topic | EU plans to reduce tariffs on electric cars from China

The following is the main content of the evening news: 1. Huawei releases foldable screen phone, starting at 19,999 yuan On the afternoon of September 10th, Huawei held the Honor brand event and HarmonyOS smart travel new product launch at the Spring Cocoon Sports Center in Shenzhen. Yu Chengdong, Chairman of Huawei's Consumer Business Group, officially launched the world's first foldable screen phone, Huawei Mate XT Master. Yu Chengdong introduced that the unfolded screen of the phone is 10.2 inches, making it the world's largest foldable screen phone with a thickness of only 3.6mm. The Huawei Mate XT Master uses three phone batteries, one of which is the world's largest silicon negative large-capacity battery, and is equipped with a 322 square cm industry-leading UTG glass. The Huawei Mate XT Master also features a periscope telephoto camera with up to 5.5x optical zoom, along with technologies such as wind sprint snapshot, AI cloud enhancement, and various shooting modes. 2. EU plans to reduce proposed tariffs on imported electric vehicles from China According to reports from multiple media outlets, the EU is preparing to slightly reduce the proposed tariffs on imported electric vehicles from China. The tariff rate for Tesla electric vehicles imported from China will be adjusted from the proposed 9% to slightly below 8%. It is reported that the EU made the above adjustments based on new information provided by various companies. EU member states will vote on the final proposed tariffs before they come into effect in November. 3. Why delay retirement? Experts interpret The "14th Five-Year Plan" and the Report of the 20th National Congress of the Communist Party of China clearly state the implementation of a gradual increase in the statutory retirement age. In the "14th Five-Year Plan," the "gradual increase in the statutory retirement age" is included in the chapter on "implementing a proactive strategy to address the aging population." Guo Bo, Deputy Director of the Social Strategic Planning Research Office of the Chinese Academy of Macro-Economic Research, stated that with the aging population becoming a basic national situation and the need to further unleash the potential of social labor factors under a high-quality population background, it is urgent to push the overall factor productivity to a more appropriate level. With the extension of life expectancy, improvement in health levels, and notably the improvement in social production capacity, the combination of labor force and social production has undergone significant changes over the past few decades, providing an objective condition and policy possibility for adjusting corresponding policies. 4. First commercial spacewalk mission launched On September 10th at 5:23 am Eastern Time, SpaceX launched a rocket carrying four private astronauts into space to carry out the first commercial "spacewalk" and other tasks. Previously, in late August, SpaceX had multiple launch delays of the "North Star Dawn" due to ground system issues and weather. Elon Musk earlier stated on his social media, "This is the furthest humans have gone from Earth in over half a century." He then retweeted SpaceX's post, confirming the time for the first commercial spacewalk to be on Thursday, September 12th. 5. Exports surged by 8.7% in August, which goods became the "growth pioneers"? On September 10th, the General Administration of Customs of China published data on China's trade of goods in August. The data showed that in the first eight months of this year, the total value of China's trade of goods reached 16.45 trillion yuan, an increase of 6.9%. Among them, the export of mechanical and electrical products reached 9.72 trillion yuan, an increase of 8.8%, accounting for 59.1% of the total value of exports. Among the related goods, the export amount of ships in August continued to maintain a high growth trend, with a year-on-year increase of over 60%, the most significant increase. Fertilizers and cars followed, with both exports in August increasing by over 30%. Fertilizer exports increased by 26.17% month-on-month, ranking first in the month-on-month growth rate. After achieving a "big reversal" from negative to positive in July, the export amount of cars in August continued to grow, increasing by 9.41% month-on-month. 6. Was there a signal to enter the photovoltaic field? It is rumored that Contemporary Amperex Technology is negotiating the acquisition of a new energy company. On the evening of September 9th, it was reported that Contemporary Amperex Technology is in talks to acquire a photovoltaic company, a new energy company. On September 10th, journalists from jingophn.com contacted Contemporary Amperex Technology and the new energy company for verification, but as of the deadline, the phone of the secretary of Contemporary Amperex Technology was busy, and another relevant person from Contemporary Amperex Technology had not responded to the situation. A person from the new energy company revealed that they do not know the specific situation, and the leaders might still be in further communication regarding the situation. "At present, Contemporary Amperex Technology has not officially disclosed the news of entering the photovoltaic industry, and the specific situation still needs to wait for the announcement, but from the market situation of the photovoltaic industry, Contemporary Amperex Technology should be planning to buy low." A new energy industry practitioner stated that the strategy of Contemporary Amperex Technology should be to develop the next generation of perovskite solar cells. Additional news to pay attention to: 7. China 500 ETF debuts: fundraising has exceeded half. 1. US stock market's three major indices rise and fall unevenly, Alibaba up nearly 3%. The three major indices of the US stock market rose and fell unevenly, as of 10:00 pm, the Dow Jones index fell by 0.26%, the Nasdaq index rose by 0.41%, and the S&P index rose by 0.24%. In terms of individual stocks, Alibaba rose nearly 3%, receiving a net purchase of nearly 8.5 billion Hong Kong dollars on its first day of inclusion in the Hong Kong stock connection; Apple fell by over 1%, and its case in the European Union's highest court was closely watched.Loss in Irish tax case; Oracle up nearly 13%, first-quarter performance exceeds expectations.2. Moscow suffers large-scale attacks Local time on the 10th, the governor of Moscow State in Russia, Vorobyov, said that the Russian air defense forces shot down 14 drones in the Moscow State's regions of Ramenskoye, Podolsk, Lyubertsy, Domodedovo, and Kolomna in the early morning of the 10th. According to the Mayor of Moscow, Sobyanin, the Russian air defense forces shot down 13 attack drones flying towards Moscow in various regions of Moscow State on September 10. 3. Is AI the biggest selling point of iPhone 16? The first wave of negative reviews have already arrived Apple's autumn conference was held as scheduled, and Apple Intelligence has become a marketing highlight as expected. It is reported that it can understand language and image commands, allowing users to extract detailed information from objects captured by the camera. For example, AI will rewrite the summary of various push messages to help users extract information. However, the iPhone 16, marketed with Apple Intelligence as its selling point, has received negative reviews before its official release. An evaluation published in The Washington Post showed that the iPhone 16, with AI, may make many mistakes, such as misinterpreting news content and allowing spam emails to disrupt users. Investment opportunities that the market is focused on include cross-border payments. 1. Pan Gongsheng attended the annual meeting of the Bank for International Settlements (BIS) Presidents to exchange views on future payment systems According to the central bank's post-market announcement, the Bank for International Settlements (BIS) held the annual Presidents' meeting in Basel, Switzerland on September 8-9, with the Governor of the People's Bank of China, Pan Gongsheng, in attendance. Central bank governors discussed global economic and financial situations, productivity growth in the post-pandemic era, and future payment systems. Currently, China's cross-border RMB clearing is mainly conducted through the CIPS system clearing mode, the agent bank mode, and the clearing bank mode. By 2023, CIPS business has made significant progress. The system availability reached 100%, the system business acceptance rate reached 100%, and the annual cumulative RMB payment business handled reached 123 trillion yuan, a year-on-year increase of 27%, with a compound annual growth rate of business amount of 40% over the past three years. East Money Information's securities computer team analysis suggests that as the internationalization process of the RMB and its status as an international reserve currency improve, the internationalization process of the RMB will accelerate, and CIPS product and system participating vendors will encounter new development opportunities. Recommendations include: - Bank IT: Yusys Technologies, Northking Information Technology Co., Ltd, Shenzhen Sunline Tech, Digital China Information Service Group, Shanghai Newtouch Software, etc. - Cryptographic security: Beijing Infosec Technologies Co.,Ltd., CETC Cyberspace Security Technology, etc. - Acquiring and hardware vendors: Newland Digital Technology, XGD INC., Lakala Payment, GRG Banking Equipment, etc. In addition, the following sectors are also worth noting: 2. Huawei Concept | Huawei officially launches the world's first three-fold screen phone. 3. Commercial Aerospace | SpaceX launches manned spacecraft for the first private spacewalk mission. Regarding positive announcements, Self-selected Brother reminded of the executives of BYD Company Limited increasing their shareholding, while negative announcements included Global Top E-Commerce, which has had four consecutive negative announcements, indicating risks. Positive Announcements 1. BYD Company Limited: Several executives and key personnel have collectively increased their company's A-share holdings by a total of 142,000 shares. 2. Maanshan Iron & Steel: Controlling shareholders plan to increase their holdings of the company by 150 million to 300 million yuan. 3. Vanchip: Plans to repurchase shares worth 100 million to 150 million yuan. 4. Union Optech: A subsidiary received a project worth 216 million yuan. 5. Beijing Philisense Technology: Signed a contract worth 208 million yuan for daily operations. Negative Announcements 1. Global Top E-Commerce, which has had four consecutive negative announcements: There is significant uncertainty as to whether the company will enter the pre-reorganization and reorganization process. 2. Improve Medical Instruments, which has had two consecutive negative announcements: The business of the subsidiary does not include human stem cells, gene diagnostics, and treatment technology development and application. 3. Poly Plastic Masterbatch: The COFs material production by the subsidiary, Yaoke, has not yet achieved bulk sales or profitability. 4. Jiangsu HHCK Advanced Materials: New Trend Venture plans to reduce its holdings of the company by no more than 2.8%. 5. Tianjin Jiuri New Materials: Some directors and senior executives plan to reduce their holdings of the company's shares. This article is excerpted from "Tencent Self-selected Stocks," edited by GMTEight.