A-share pre-market report | Apple launches iPhone 17 series phones, Contemporary Amperex Technology lithium mine expected to resume production soon

Pre-market news 1. Apple Conference: iPhone 17 equipped with A19 chip is coming, eSIM becomes a focus Type: Company Sentiment Impact: Positive Apple's September conference unveiled four new iPhones, Airpods Pro 3, and three 5G Apple Watch models. Of particular interest is that the iPhone Air does not have a physical card slot, so it can only use eSIM. In addition, the Apple Watch Ultra 3 is equipped with built-in two-way satellite communication. 2. Contemporary Amperex Technology's subsidiary held a meeting on the resumption of production at Jinxiaowo Lithium mine, insiders expect production to resume soon Type: Industry Sentiment Impact: Neutral Contemporary Amperex Technology's wholly-owned subsidiary, Yichun Era New Energy Mining Co., Ltd., held a meeting on the resumption of production at Jinxiaowo Lithium mine, focusing on advancing the work. According to insiders, Contemporary Amperex Technology's progress in applying for mining rights and mining permits at Jinxiaowo Lithium mine is smooth and faster than market expectations, with production expected to resume soon. 3. Israeli military attacks Hamas senior officials in Qatar, oil and gold prices surge in the short term Type: Macro Sentiment Impact: Neutral On Tuesday local time, an explosion occurred in the Katara area in northern Doha, the capital of Qatar. Following the explosion, the Israeli Defense Forces and the Israeli National Security Agency issued a joint statement confirming a precise strike on Hamas senior leadership. In response to this news, international oil prices surged, and spot gold prices also rose by about $30. 4. Cambrian's big move! Nearly 4 billion yuan private placement approved, planning to expand in the smart chip and other sectors Type: Company Sentiment Impact: Positive Cambrian's private placement matter received approval from the China Securities Regulatory Commission, with the company planning to raise a total of no more than 3.985 billion yuan. The raised funds will be mainly used for three areas: approximately 2.054 billion yuan for the "chip platform project for large models," approximately 1.452 billion yuan for the "software platform project for large models," and another 479 million yuan for supplementary working capital. Investment Calendar China's August CPI data will be announced today Investment Tips If investors are afraid of price fluctuations and incorrectly regard it as a risk, they may end up taking risky actions. -Warren Buffett Institutional Views 1. China Securities Co., Ltd.: During the consolidation period, focus on the tracks with previous growth but still have a favorable economic logic. 2. Zheshang: The short-term two-way volatility in the market has not completely ended, and there is still a need for oscillation and consolidation in the near term. 3. Orient: Market fluctuations and adjustments are more of a preparation for the next stage of an upward trend, and there is still potential for reaching new highs within the year. Positive and Negative Prospects 1. Cloud business's rapid growth expectations ignite market enthusiasm, Oracle's stock price surged more than 20% after hours Type: Market discussion Central China: Optimistic capital expenditure outlook for the top cloud service providers by 2025, rapid overseas computing power development, AI development drives the construction of large data centers, leading to continuous and stable growth in demand for optical component products, maintaining an investment rating higher than the market for the communications industry. 2. Telecom operators competing in satellite communication, China Mobile Limited applies for business license from MIIT Type: Institutional review CITIC SEC: It is expected that the follow-up work of the satellite communication business access will be gradually promoted in batches, and the issuance of licenses may accelerate. It is recommended to focus on potential satellite communication service providers, including the three major telecom operators and leading state-owned and private enterprises. 3. State Administration for Market Regulation: Actively promoting the development of 15 humanoid Siasun Robot & Automation national standards Type: Policy focus Open Source Securities: Leading star companies such as Yushu and Zhiyuan accelerate capitalization, strong domestic industry support, domestic Siasun Robot & Automation is expected to see a substantial increase in shipments, benefiting primarily in two directions: core supply chains and application scenarios. Announcements Positive Announcements 1. Chongqing Taiji Industry: Subsidiary receives approval notice for clinical trial batch of Semeglutide injection 2. Beijing Dabeinong Technology Group: Controlled subsidiary's soy products receive approval for planting in Argentina 3. Zhejiang Asia-Pacific Mechanical & Electronic: Receives a designated order for brake and EPB projects totaling 514 million yuan Negative Announcements 1. Zhejiang Taitan: The company's newly established subsidiary engaged in the research and production of solid-state lithium sulfur phosphate chloride electrolytes has not yet generated industrialization and sales revenue 2. Ningbo Joyson Electronic Corp.: Siasun Robot & Automation-related component business is still in the early stages, with revenue accounting for less than 0.1% 3. Ningbo Yong Xin Optics: Major shareholder Ningxing Assets plans to reduce its stake in the company by no more than 1% Overseas Markets The market is focused on employment and inflation data, with US stocks closing higher on Tuesday, with all three major indices hitting record highs. Most large tech stocks rose, with NVIDIA up 1.46%; popular Chinese stocks mostly rose, with Bilibili up 6.91%. This article is reproduced from "Tencent Stock Selection", GMTEight editor: Xu Wenqiang.