A-share Evening Highlights | Significantly Exceeding Expectations! The Ministry of Industry and Information Technology Issues a Major Statement Post-Market, Power Computing Sector Welcomes Strong Policy Catalysis.

Evening Heavyweight News Overview 1. Positive Post-Market News: The Ministry of Industry and Information Technology Issues a Significant Document Related to the Computing Power Sector Importance: After the market closed on September 7th, the computing power industry chain welcomed good news once again! The Ministry of Industry and Information Technology issued the "14th Five-Year Plan for the Development of the Information and Communication Industry." It mentions that by 2030, the target scale for intelligent computing power will reach 9800 EFLOPS (exaflops, or quintillion floating-point operations per second). By the end of 2025, this figure is expected to be 1590 EFLOPS, representing a growth of 6.16 times over five years, with a compound annual growth rate of approximately 43.9%. This figure significantly exceeds IDC's previous forecasts! According to IDC, a global market research firm, China's intelligent computing power is projected to increase from 1037 EFLOPS to 2782 EFLOPS from 2025 to 2028, with an average annual growth rate of +38.9%, reaching 6649 EFLOPS by 2030. 2. Huawei Releases High-Performance Chip Again After Six Years Importance: On September 7th, Huawei launched the Mate XT2 foldable phone in Guangzhou, which is equipped with the latest Kirin 9050 Pro chip. This is the world's first flagship chip that implements "Tao's Law" and uses logic folding technology, achieving a breakthrough in chip performance. This marks Huawei's announcement of a new Kirin chip at a flagship launch event for the first time in six years since the global launch of the Huawei Mate 40. During the launch event, Yu Chengdong delivered a keynote without a script, and in the segment directed at a global audience, he spontaneously emphasized "Super" three times in English to directly introduce the Kirin chip in the most straightforward way. Meanwhile, He Gang, CEO of Huawei's terminal BG, announced HarmonyOS 7, which integrates a large model with 2 billion data volume levels into the system's core for the first time. 3. The People's Bank of China Increases Gold Holdings for the 22nd Consecutive Month Importance: On September 7th, data from the People's Bank of China indicated that as of the end of August 2026, the reserves of China National Gold Group Gold Jewellery rose to 76.73 million ounces, an increase of 650,000 ounces compared to the end of July, marking the 22nd consecutive month of accumulation. Notably, in July, a monthly increase of 640,000 ounces was recorded, higher than June's 480,000 ounces, indicating a further acceleration in gold purchases; in August, the accumulation scale rose further to 650,000 ounces, continuing the high-level gold purchasing trend. At the same time, the wind in the gold market is quietly changing. After several months of adjustment, top global investment banks and asset management firms are returning to the gold market with rare consistency: Societe Generale has turned bullish again, Deutsche Bank confirms an inflection point for institutional funds, and several asset management giants are also increasing their gold holdings. 4. Former CSRC Vice Chairman Wang Jianjun Sentenced to Life Imprisonment Importance: On September 7th, the Weifang Intermediate People's Court in Shandong Province publicly pronounced its verdict in the bribery case of Wang Jianjun, former member of the Party Committee and vice chairman of the China Securities Regulatory Commission, sentencing him to life imprisonment. The court found that from the first half of 2005 to September 2019, the defendant received bribes totaling more than 93.4 million yuan. The announcement stated that he "profited from regulation through regulation," engaged in power-for-money transactions, used his position to benefit others in matters such as company listings and financing, and illegally accepted massive sums of money. 5. CICC Merger Approved, Continuous Suspension of Trading from September 15 Importance: CICC's merger with Cinda and Dongxing has made new progress. CICC announced that the company plans to carry out a major asset restructuring project through a share-swap merger, and the related matters regarding the dissenting shareholders' rights to purchase A-shares have been approved by the CSRC for the merger with Dongxing and Cinda. To ensure the smooth implementation of dissenting shareholders' rights to purchase A-shares, the company's A-shares will be suspended from trading continuously starting from September 15, 2026. 6. "Big Meat Offering" Announcement: Over 16,000 Shares Abandoned Importance: Suiyuan Technology announced on the evening of September 7th that the results of its initial public offering and listing on the Sci-Tech Innovation Board have been released. The issue price was 142.18 yuan per share, with an issuance of 43.035173 million shares. Online investors abandoned the purchase of 16,874 shares, while offline investors made no abandon, with all abandoned shares fully underwritten by the sponsor (joint lead underwriter), totaling an underwriting amount of 2.3991 million yuan, which occupies about 0.04% of the total issuance scale. 7. CXMT Corporation Responds to Cooperation with Apple Importance: On September 7th, when an investor inquired about the progress of the company's cooperation with Apple, CXMT Corporation's General Manager Zhao Lun stated at the performance briefing that the company is open to discussing cooperation opportunities with high-quality clients globally. The company's products have already reached the capability to compete with international mainstream manufacturers in terms of performance, quality, and supply stability. Regarding progress in the HBM (High Bandwidth Memory) field, Zhao Lun stated that the company will maintain continuous iteration of products and processes according to the established technical roadmap and business plan. 8. Market Closure Notice | U.S. Stock Market Closed on Labor Day Importance: Due to the U.S. Labor Day holiday, the U.S. and Canadian stock markets will be closed on September 7 (Monday) for one day. Trading for precious metals and U.S. crude oil futures contracts on the Chicago Mercantile Exchange will end early at 02:30 Beijing time on the 8th, and stock index futures contracts will end at 01:00 Beijing time on the 8th. Trading for Brent oil futures contracts under the Intercontinental Exchange will finish early at 01:30 Beijing time on the 8th. Opportunities Preview Based on the investment opportunities of market interest, foldable screens and others are being focused on. 1. Xiaomi Releases Its First Mid-Fold Phone On the evening of September 7th, the Xiaomi 18 Fold foldable screen phone was officially released, priced starting at 10,999 yuan. The new device is equipped with the Xuan Ring O3 AI flagship processor, comes with a 6000mAh Xiaomi Jinshajiang battery, and reaches a thinness of 5.02mm on one side, weighing 219g, with support for up to six-screen use. Industrial insights suggest that foldable screen phones, as a significant direction for innovation in consumer electronics, are gradually penetrating from the high-end market to the mainstream consumer group. Technologically, hinges and flexible screens have become key innovation areas, with the cost share of display modules and hinges in the foldable screen industry chain exceeding 50%. Related testing equipment and precision processing equipment are expected to benefit from the increasing industry penetration rate. In addition, the following sectors are also worthy of attention: 2. Quantum Technology | Shanghai: Supporting enterprises to focus on cutting-edge technologies such as laser manufacturing, quantum technology, photonics, novel functional materials, and new energy for fundamental research. 3. Port Shipping | The Panama Canal warns it may once again reduce traffic, impacting global shipping. 4. Sugar Industry | Thailand's sugar production is expected to decline by at least 17%, exacerbating global supply tightening. Positive and Negative Announcements from Listed Companies On the positive side, attention should be given to Beijing Asiacom Information Technology's acquisition of nearly 1.2 billion in computing power contracts; on the negative side, take note of Shandong Linuo Pharmaceutical Packaging's stock reduction by shareholders. Positive Announcements 1. Beijing Asiacom Information Technology: Subsidiary signs a 1.188 billion yuan high-performance computing cloud service agreement. 2. Ningbo Cixing: Plans to buy back shares worth 100 million to 120 million yuan for equity incentives. 3. Jiangsu Bojun Industrial Technology: Obtained a commitment letter for a 135 million yuan stock buyback from China Transportation Bank. 4. Center International Group: A director and vice general manager plans to increase holdings by no less than 20 million yuan in shares. 5. Beijing Creative Group: Subsidiary wins a bid for a 285 million yuan data center project in Thailand. Negative Announcements 1. Shandong Linuo Pharmaceutical Packaging: Controlling shareholders and certain shareholders plan to reduce their holdings by up to 4%. 2. Jiangxi Guoke Defence Group: Shareholders holding over 5% intend to reduce their holdings by no more than 3%. 3. Inner Mongolia Furui Medical Science: Actual controller Wang Guanyi plans to reduce his holdings by no more than 2.77%. 4. Anhui Shenjian New Materials: Vice General Manager Wu Deqing is under investigation by the CSRC for suspected insider trading. 5. Muyuan Foods Group: Sales revenue from commodity pigs in August was 9.254 billion yuan, down 21.9% year-on-year. This article is reproduced from "Tencent Self-Select Stocks," edited by GMTEight: Li Fo.