A-share Pre-market Report | DeepSeek Launches Multiple Initiatives! Preparing for Science and Technology Innovation Board IPO, New Model to be Released Today

Pre-market News 1. Oil prices soar past $100, U.S. stocks and bonds hit hard, while storage and optical communication sectors strengthen against the trend; SK Hynix hits a new high. Type: Market Sentiment Impact: Neutral Ahead of the U.S. inflation data release, oil prices surged and the scale of the U.S. Treasury's bond repurchase fell short of expectations, resulting in a three-day decline for U.S. stocks. Brent crude oil exceeded $101 per barrel, with escalating tensions in the Middle East heightening market concerns over energy supply disruptions and reinforcing expectations that the Federal Reserve may raised interest rates later this month. The optical communication sector rose against the trend, and most storage concepts gained ground, with SK Hynix jumping 7.05% to a new high and Micron Technology rising 2.75%. 2. DeepSeek launches multiple initiatives! Reportedly started IPO preparations for the Sci-Tech Innovation Board and will unveil a new model today. Type: Company Sentiment Impact: Positive Reportedly, DeepSeek has selected CITIC SEC to comprehensively prepare for its listing on the Sci-Tech Innovation Board. Sources indicate that it may formally submit its IPO application materials within this year. Analysts estimate that based on DeepSeek's current valuation of 500 billion RMB, its market capitalization post-listing could range from 1.5 trillion to 2.5 trillion RMB. Additionally, DeepSeek plans to release the V4.1 Flash model today, with performance indicators expected to significantly surpass those of the V4 Pro. 3. Major press conference by the State Council Information Office! Involves the construction of a strong financial nation, with participation from the CSRC and other ministries. Type: Macro Sentiment Impact: Positive The State Council Information Office will hold a series of thematic press conferences at 3 PM today, focusing on Starting the 14th Five-Year Plan. Chinese People's Bank Vice Governor Lu Lei, Vice Director of the Financial Regulatory Administration Cong Lin, and CSRC Vice Chairman Li Chao, along with the spokesperson and Vice Director of the State Administration of Foreign Exchange Li Bin, will introduce matters related to implementing the 14th Five-Year Plan in the financial sector and promoting the construction of a strong financial nation, followed by a Q&A session. 4. Beijing releases significant documents, concerning high-precision industries and the digital economy. Type: Macro Sentiment Impact: Positive On September 9, Beijing published the "Development Plan for High-Precision Industries during the 14th Five-Year Period," proposing 22 specific policies across seven aspects to accelerate the development of new types of productivity, directly related to high-precision and digital economy industries. Additionally, Beijing has issued the "Digital Economy Development Plan during the 14th Five-Year Period," aiming to accelerate the construction of a domestic advanced computing power iteration verification platform, enhance the capacity for building clusters of 100,000 computing power, and leverage the national integrated computing power network as the pivotal node for accelerated domestic technology verification in the Beijing-Tianjin-Hebei area. Investment Calendar China International Seed Industry Expo Investment Tips In this competitive world, even the most insightful analysis can seem meaningless when confronted with unpredictable changes. - Pat Dorsey, "Buffett's Moat" Institutional Views 1. Shenwan Hongyuan Group: The focus of sector selection remains on finding directions for rebound from oversold conditions that can significantly recover losses. 2. Kaiyuan Securities: The overall market is currently in a stage where "the long narrative has not been broken, the new narrative has not emerged, and overcrowding is initially digested." 3. Zhongtai: The judgment regarding the strengthening of the Shanghai Composite Index and the Sci-Tech 50 remains, and positions may be gradually increased during volatility in early to mid-September. Future Outlook: Bullish and Bearish 1. Apple's first foldable iPhone is here! Starting price in China is 15,999 RMB, with a record screen size. Type: Market Buzz Caitong: The global foldable phone market is at a critical turning point towards mainstream adoption. Apple is expected to capture a significant share in its first year, leveraging its brand strength and ecosystem advantages to quickly activate the high-end user base. 2. Urea prices surge, drawing attention to the "golden September" market in the fertilizer industry. Type: Market Buzz CICC: The reduced production expectation due to lowering El Nio risks, combined with the Shenzhen Agricultural Power Group's pricing, suggests a difficult price decline, which may open up price increases for agricultural input products. Domestic profitability in urea and phosphate fertilizer is at historical lows, while the prosperity of potash and phosphate rock may continue. 3. JD LOGISTICS unveils five Wolf Pack Siasun Robot & Automation models, accelerating the development of the embodied intelligence industry. Type: Institutional Commentary Huatai: As humanoid Siasun Robot & Automation's core capabilities mature, the focus of industry competition is shifting from hardware to scene development and ecological segmentation. "Scene intelligence" may represent a more realistic path to breaking the impossible triangle of industrial embodiment. Announcements Overview Positive Announcements 1. Tiandi Science & Technology: Shareholder Chengtong Jincontrol plans to increase its holdings by 300 to 600 million shares. 2. China Energy Engineering Corporation: Subsidiary wins a 6.443 billion RMB EPC contract for a power plant project. 3. Acter Technology Integration Group: Subsidiary wins approximately 262 million RMB for the Vietnam factory electromechanical engineering project. Negative Announcements 1. Shanghai CDXJ Digital Technology: Terminates a 403 million RMB general contract for a data center project. 2. Zhongzhong Science & Technology (Tianjin) Co.: A concerted party of Jiangsu Guomao Reducer plans to reduce its holdings in the company by no more than 3%. Overseas Markets Self-selected Brother Tip: Rising U.S. Treasury yields and oil prices make investors uneasy, leading to declines across the three major indices. The storage sector performed well, with SK Hynix rising over 7%, Micron Technology up more than 2%, and SanDisk increasing more than 1%. The optical communication sector also rose, with Maxwel Tech increasing over 4% and Lumentum gaining more than 1%; the Nasdaq China Golden Dragon Index fell by 2.09%, with most popular Chinese concept stocks declining. This article is reproduced from "Tencent Self-Selected Stock," edited by GMTEight, Feng Qiuyi.