[Financial Calendar] The 2024 World Robot Conference will be held in Beijing from August 21 to 25. On Tuesday local time, the three major U.S. stock indexes closed slightly lower, and the Nasdaq and S&P 500 ended their previous eight consecutive trading days of gains. As of the c

[Financial Calendar]

Local time Tuesday, the three major U.S. stock indexes closed slightly lower, and the Nasdaq and S&P 500 ended the previous eight consecutive trading days. Rally. As of the close, the Dow Jones Industrial Average fell 0.15%; the S&P 500 Index fell 0.20%; and the Nasdaq Composite Index fell 0.33%. In terms of

stocks, Nvidia closed down 2.12%, and the Philadelphia Semiconductor Index fell 1.33%. Technology stocks, especially semiconductor stocks, have been the main driving force behind the recent rebound in U.S. stocks.

Cybersecurity company Palo Alto Networks closed sharply higher by 7.2%. The company's fourth-quarter results exceeded expectations and adjusted earnings guidance was higher than expected.

Home improvement retailer Lowe's closed down 1.2% after the company lowered its annual profit and comparable sales forecasts due to lower-than-expected DIY sales and pressure from the macroeconomic environment.

In the commodity market, international oil prices fell on the 20th. As of the close of the day, the price of light crude oil futures for September delivery on the New York Mercantile Exchange fell 33 cents to close at US$74.04 per barrel, a decrease of 0.44%.

The weakening of the U.S. dollar and the strengthening of expectations for an interest rate cut by the Federal Reserve have pushed gold prices to continue their gains. Comex gold futures closed up 0.42% at $2,552.1 per ounce.

►►The spokesperson of the Ministry of Commerce responded to reporters’ questions on the final disclosure of the EU’s anti-subsidy investigation against China’s electric vehicles. A spokesman for the Ministry of Commerce said that China has repeatedly pointed out that the EU’s anti-subsidy investigation into China’s electric vehicles has preset conclusions, and its practices in all aspects of the investigation violate its commitment to the principles of “objectivity, fairness, non-discrimination and transparency” and do not Complying with WTO rules is actually "unfair competition" in the name of "fair competition".

During the investigation of this case, the Chinese government and Chinese industry provided tens of thousands of pages of legal documents and evidence materials through various methods such as submitting answer sheets, written comments, and hearing statements, to provide a comprehensive and in-depth review of the European side’s unreasonable , defended against non-compliant practices, and pointed out that the EU's restrictions on China's electric vehicles will disrupt the stability of the global automotive industry chain and supply chain including the EU, harm the interests of EU consumers, and undermine the EU's own green transformation and global cooperation on climate change. the overall situation.

The European side’s final disclosure did not fully incorporate China’s opinions. It still adhered to the wrong approach, cut high tax rates, and used sampling to treat different types of Chinese companies differently, distorting the investigation results. The final disclosure was based on "facts" unilaterally determined by the European side, rather than facts mutually recognized by both parties. China is firmly opposed to this and is highly concerned about it.

►► Eight departments including the Ministry of Industry and Information Technology jointly issued an announcement on the safe and orderly replacement of power batteries for old new energy urban bus vehicles. It mentioned that the replacement of power batteries for new energy urban bus vehicles should be done while ensuring the safety of the entire vehicle. Under the premise of implementation, new energy urban bus vehicle operating companies and power battery replacement service providers should have legal person qualifications, follow the principle of "whoever advocates, whoever replaces the battery will be responsible", and strictly implement safety subject responsibilities. The performance of the power battery used for replacement should meet the mandatory national standard requirements of gb38031 "Safety Requirements for Power Batteries for Electric Vehicles". It is recommended to meet the requirements of gb/t31484 "Cycle Life Requirements and Test Methods of Power Batteries for Electric Vehicles" and gb/t31486 "Electric Vehicles" Recommended national standards such as "Electrical Performance Requirements and Test Methods for Power Storage Batteries".

"Black Myth: Wukong" has sold more than 4.5 million copies across all platforms, with sales exceeding 1.5 billion yuan

According to statistics from the national game bestseller list, as of August 20, "Black Myth: Wukong" has sold more than 3 million copies on Steam copies, including Wegame, Epic and PS platforms, the total sales exceeded 4.5 million copies, and the total sales exceeded 1.5 billion yuan.

Xpeng Motors : Revenue in the second quarter of 2024 is 8.11 billion yuan

Yuan; third quarter revenue is expected to be 9.1 billion to 9.8 billion yuan. The number of vehicles delivered in the third quarter is expected to be between 41,000 and 45,000.

Chang'an Bank responded to "1.252 billion yuan in deposits lost": the relevant reports were seriously untrue, and the case has been reported and accepted

Chang'an Bank issued a statement saying that after verification, the relevant media reports that "1.252 billion yuan in deposits were lost" were seriously untrue, and the report The documents, seals, and amounts used in the "Account Balance Detailed Statement" were all forged and altered. Our bank has reported the case to the public security agency, and the police have accepted the investigation. At the same time, our bank has sent a lawyer's letter to the relevant media and has notarized and preserved evidence for the relevant forwarding and reprinting. Our bank will reserve the right to pursue legal liability for untrue remarks.

Kingsoft Office : Net profit increased by 20.38% year-on-year in the first half of 2024

Kingsoft Office announced that the company achieved operating income of 2.413 billion yuan in the first half of 2024, a year-on-year increase of 11.09%; net profit was 721 million yuan, a year-on-year increase of 20.38% .

China Telecom : Net profit in the first half of the year increased by 8.2%

China Telecom announced that operating income in the first half of the year was 65.97 billion yuan, a year-on-year increase of 2.8%; net profit was 21.812 billion yuan, a year-on-year increase of 8.2%. The company plans to distribute a dividend of 0.1671 yuan per share (tax included) to all shareholders.

New Schindler : Game business revenue in 2023 is 1.39 million yuan, accounting for 0.56% of operating income

New Schindler announced abnormal stock trading fluctuations, stating that in recent years, the company has adjusted its business focus based on industry competition and its own development strategy. Shrink the game business. The company will achieve game business revenue of 1.3948 million yuan in 2023, accounting for 0.56% of operating revenue. The company's main businesses include live broadcast e-commerce business, e-commerce direct sales business, mineral products business, etc. In terms of stock price, New Schindler has reached a daily limit of 20% for two consecutive days.

Chenyi Smart : The company's star flash sample is only a preliminary technical reserve and there are no relevant R&D projects yet.

Chenyi Smart's stock price change announcement stated that the company has noticed that the "Huawei Star Flash Concept" has received greater attention from the market recently. Verified by the company, the explanation is as follows: The company's Star Flash sample is only a preliminary technical reserve. There are currently no relevant R&D projects and no actual mass production. The products the company supplies to Huawei are mainly Bluetooth remote controls and cameras, not StarLight remote controls.

Kabeiyi : Plans to repurchase shares for 140 million yuan to 280 million yuan

Kabeiyi announced that the company plans to repurchase shares through centralized bidding transactions to convert convertible bonds issued by the company. The total amount of repurchase funds shall not be less than 140 million yuan and shall not exceed 280 million yuan. The number of shares repurchased is expected to be 2.510175 to 5.020350 shares, accounting for 2.02% to 4.03% of the company's total share capital. The repurchase price shall not exceed 55 yuan/share. The repurchase period is within 3 months from the date of approval by the board of directors.

Loncin General : Zongshen New Intelligent Manufacturing has paid the second tranche of restructuring investment and will hold 9.88% of the company’s shares

Loncin General announced that the company’s controlling shareholder Loncin Holdings and other 13 company managers have cooperated with Zongshen New Intelligent Manufacturing , Yufu Capital signed a restructuring investment agreement. According to the agreement, Zongshen New Intelligent Manufacturing has paid the second tranche of restructuring investment of 673 million yuan. The Chongqing Fifth Intermediate People's Court ruled that the 101 million circulating A shares of Loncin General held by Loncin Holdings will be transferred to Zongshen New Intelligent Manufacturing. The number of shares Accounting for 4.94% of the company's total share capital. After this change, Zongshen New Intelligent Manufacturing will hold a total of 9.88% of the company's shares. Yufu Capital has paid two reorganization investments totaling 846 million yuan. The Chongqing Fifth Intermediate People's Court ruled that the 127 million circulating A-shares of Loncin General held by Loncin Holdings will be transferred to Yufu Capital. The number of shares accounts for the company's total share capital. 6.20%. After this change, Loncin Holdings will hold 33.99% of Loncin General's shares; Zongshen New Intelligent Manufacturing will hold 9.88% of Loncin General's shares; Yufu Capital will hold 6.20% of Loncin General's shares.

CITIC Securities: weight chips are relatively stable and have strong resilience in a volatile market. At present, the market volatility is intensifying, and we are waiting for the sentiment to gradually stabilize.

Zhongtai Securities: The current market is still in a dormant stage. Without volume coordination, it is difficult for the market to experience large-scale trends. From a micro perspective, sector opportunities are mostly driven by events, and their continuation is not strong. In addition, the default of a certain convertible bond that occurred last week also deserves investors' close attention. Not only should they return to the market's roots when judging risks, but they should also pay attention to the high-odds investment opportunities brought about by similar small-amount redemptions.

Gaoping Energy Capital: The 3000~2840 area has once again formed a dense transaction area. It is difficult for various industries to launch an upward offensive without substantial benefits. From the perspective of the long-short game, we can only dig out a space downwards and then organize the structural opportunity market.