A-share Pre-market Report | Yushu Technology (688836.SH) is participating in today's IPO! Single order profit may exceed 70,000 yuan.

Pre-Market News 1. Yushu Technology to Launch IPO on August 10, Expected Profit from One Lot Could Exceed 75,000 Yuan Type: Company Sentiment Impact: Positive Yushu Technology is priced at 150.80 Yuan per share, and one lot (500 shares) requires a payment of 75,400 Yuan. Market estimates suggest that if the share price rises by over 100% on the first day of trading, the profit from one lot will exceed 75,000 Yuan; if the increase exceeds 200%, profits could reach up to 150,000 Yuan. Guotai Haitong recommends closely watching Siasun Robot & Automations complete machine manufacturing and its core component suppliers, including complete systems, actuators, motors, and reducers. 2. Global Resource Competition Intensifies! A-shares Companies with "Mineral Resources at Home" Face Historic Value Revaluation Type: Industry Sentiment Impact: Positive U.S. President Trump announced that the federal government would invest $3 billion in various key mineral and battery projects aimed at increasing domestic production and enhancing the self-sufficiency rate of lithium, rare earth elements, scandium, and upstream battery raw materials in the U.S. Recently, the Democratic Republic of the Congo also plans to ban the export of copper and cobalt concentrates. Against the backdrop of escalating global resource competition, domestic core mining companies with "minerals at home" and high self-sufficiency rates are facing a historic value revaluation. 3. New Policies for Beijing Housing Market: Analysts Interpret the Impact Type: Industry Sentiment Impact: Positive Beijing has clarified that starting from August 8, the duration for non-Beijing households to have paid social security or individual income tax in order to purchase commercial housing within the Fifth Ring Road has been reduced from "2 years" to "1 year," further optimizing the purchase restrictions. Significant adjustments have also been made to policies related to housing funds. Industry insiders believe that the introduction of this new policy is expected to stimulate a temporary rebound in transaction volumes for new and second-hand houses within the Fifth Ring Road, with the pace of first-time buyers entering the market likely to accelerate further. 4. July CPI Stays Moderately Up, PPI Year-on-Year Growth Falls Back Type: Macro Sentiment Impact: Positive In July, the Consumer Price Index (CPI) decreased by 0.1% month-on-month and increased by 0.5% year-on-year; the Producer Price Index (PPI) fell by 0.7% month-on-month and increased by 3.5% year-on-year, with growth dropping by 0.6 percentage points compared to June. The advancement of artificial intelligence is accelerating the iteration and upgrade of consumer electronic products, leading to increased demand and rising prices for related products. Looking ahead, experts predict that CPI is expected to maintain moderate growth, while core CPI is likely to stay close to the 1% range. Investment Calendar China Infant and Child Industry Conference Investment Tips Modern Monetary Theory is neither "modern" nor related to currency; regardless of funding methods, the economic stimulus it envisions comes from government spending. [Add] Stephen Poloz "The Next Uncertain Era" Institution Opinions 1. CITIC SEC: The market at the beginning of August is in a rebound phase after excessive declines, with electronics, non-ferrous metals, and innovative pharmaceuticals recovering rapidly. 2. Sinolink: While investors are debating the future trends in the AI industry, they may find that non-AI sectors have become the core contradiction. 3. CMSC: Last week saw a rebound in financing activity while stock ETFs experienced net outflows, indicating a transitional shift towards financing in the market. Prospective Positive and Negative Developments 1. The People's Bank of China has increased its gold holdings for 21 consecutive months, with gold achieving its largest single-week gain of the year. Type: Institutional Commentary CITIC SEC: The situation in the Strait of Hormuz will shift from suppressing to boosting gold prices, and the Federal Reserve's monetary policy may be more accommodative than the market expects. Gold prices are expected to return to an upward trend by the end of the year, with hopes for them to surpass historic highs by early 2027. 2. Musk: The third-generation Starlink satellite V3 has an overall performance that is an order of magnitude greater than V2. Type: Market Discussion Sinolink: The number of Starlink users has exceeded 9 million, with more than 10,000 satellites in orbit. The V3 satellites will be equipped with self-developed chips. As investments in overseas chains in the aerospace sector gradually reach real orders, we are optimistic about globally leading suppliers associated with SpaceX. Announcement Express Positive Announcements 1. Cambricon: Net profit of 2.311 billion Yuan in the first half of 2026, up 122.61% year-on-year. 2. China Rare Earth Resources and Technology: Net profit of 237 million Yuan in the first half of the year, up 46.53% year-on-year. 3. Qingdao TGOOD Electric: Received special financing support for stock repurchases from financial institutions not exceeding 540 million Yuan. Negative Announcements 1. Jiangsu Olive Sensors High-Tech: Net profit of 32.727 million Yuan in the first half of the year, down 42.83% year-on-year. 2. Fujian Start Group: Under investigation by the China Securities Regulatory Commission for potential violations of information disclosure laws concerning its 2023 half-year report. 3. Smartgen: Net profit of 41.409 million Yuan in the first half of the year, down 2.76% year-on-year. Overseas Markets Customs Reminder: Weak non-farm payrolls alleviate concerns about interest rate hikes. Last Friday, all three major U.S. stock indices closed higher, with the S&P 500 index reaching a new historical closing high. Major tech stocks saw broad gains, with Nvidia up 2.27% and Tesla up 2.83%; the storage sector experienced declines, with SanDisk down 3.68% and SK Hynix down 3.9%; the optical communication sector surged, with Coherent up 13.44%; the Nasdaq Golden Dragon China Index rose 0.77%. This article is reprinted from Tencent Stock, edited by GMTEight: Chen Wenfang.