High-Altitude Tunnel at 2,800 Meters Transformed into Intelligent Computing Center | Frontline
1. The computing power capacity has reached 600 PFLOPS. The computing pods within the tunnels have also deployed 384 Ascend 910C super nodes. Feasibility and economic viability studies for deploying token factories on the Western Sichuan Plateau are currently being accelerated. 2. There are currently 30 tunnels available for the construction of computing centers, with a total length of 22,500 meters and a usable area of 200,000 square meters, capable of supporting 100,000 P of domestic computing power. A replicable construction model will be established in the future.
Raking in 77.6 Billion! Domestic Memory Chip Leader Turns a Profit as Next-Gen Products Enter Sampling | Selected Post-Market Announcements
Major memory chip manufacturers posted profits exceeding RMB 70 billion, achieving a remarkable turnaround from losses; a lithium battery materials giant saw its performance surge ninefold, marking a strong comeback; rumors of mergers and restructuring among top-tier securities firms have made further substantive progress...
Up to RMB 2 billion allocated! Leading innovative drug company with RMB 350 billion valuation plans to repurchase its A-shares | Post-Market Announcement Roundup
China Northern Rare Earth's semi-annual report shows Zhang Jianping has exited the list of top ten shareholders; he was ranked as the fourth-largest shareholder in the first quarter.
电力市场 | 华中(东四省)跨省互济开市, 区域电力一体化加速落地
National Energy Administration Discloses Nuclear Power Capacity for the First Time: Gen III Reactors Upgraded, Gen IV Achieves Breakthroughs Across Multiple Areas, and Mechanism-Based Electricity Pricing Unveiled
① The National Energy Administration’s official website has, for the first time, publicly released the 'China Nuclear Power Development Report (2026)'; ② The report systematically discloses China’s multiple breakthroughs in nuclear power technology iteration, market mechanisms, and industrial structure; ③ China has completed the standard design for its commercial sodium-cooled fast reactor, and the thorium-based molten salt reactor has achieved the world’s first in-reactor conversion using thorium fuel.
More companies, stronger market-support intentions, and faster buybacks: Shanghai-listed firms announced a record-high number of new share repurchase and management purchase plans in July this year.
① As of July 31 (disclosure date), Shanghai Stock Exchange-listed companies disclosed a total of 89 new share repurchase plans in July, with a combined upper limit of approximately RMB 20.4 billion; they also announced 67 new share purchase plans by controlling shareholders or directors, with an aggregate upper limit of nearly RMB 13.7 billion—marking July as the month with the highest number of newly announced repurchase and purchase plans year-to-date. ② This round of repurchases and purchases is characterized by 'a large number of participating companies, strong market-stabilizing intent, and rapid execution.'
Amid market turbulence, which funds have preserved their net asset value?
① Recently, the technology growth sector in China's A-share market experienced a sharp correction, leading to significant divergence in public mutual fund net asset values, with some funds heavily concentrated in a single sub-sector posting drawdowns exceeding 40% in a single month; ② Amid this heightened volatility, three types of strategies demonstrated notable resilience: actively reducing equity exposure to lock in gains, cross-sector diversified allocation, and high-dividend, low-volatility approaches.
Increased Buybacks and Repurchases: Industrial Capital from Shanghai-Listed Companies Continues to Enter the Market at Full Speed
① Over the past week, 42 new share repurchase plans were announced on the Shanghai Stock Exchange, with a combined upper limit of RMB 8.386 billion; 17 new share purchase (by controlling shareholders or insiders) plans were announced, with a combined upper limit of RMB 7.457 billion. ② Industrial capital has maintained a consistently high pace of market entry this year. Since the beginning of 2026, the Shanghai Stock Exchange has seen 190 newly disclosed share repurchase plans, amounting to a total upper limit of RMB 55.5 billion, and 155 newly disclosed share purchase plans with a total upper limit of RMB 22.1 billion.
Fifty trust companies reported a combined net profit of RMB 18 billion in the first half of the year, up 12% year-on-year; Wugang Trust's revenue surged twelvefold, and three firms returned to profitability.
① Fifty-two trust companies disclosed their financial data for the first half of 2026. Among the 50 comparable firms, total revenue amounted to RMB 32.177 billion, an increase of 6.11% year-on-year, and net profit totaled RMB 18.042 billion, up 12.12% year-on-year; three companies returned to profitability. ② Industry divergence has intensified, with CITIC Trust ranking first in both revenue and net profit. Leading institutions maintain a competitive edge through diversified business lines and strong shareholder support.
Nearly 70 Shanghai-listed companies released positive signals over two days, involving share buybacks and management share purchases, upbeat earnings guidance, and interim dividends.
① Nearly 70 companies listed on the Shanghai Stock Exchange released positive signals within two days, covering multiple dimensions including share repurchases and management share purchases, positive earnings guidance, signing of major contracts, and interim dividend plans. ② Within two days, 17 new share repurchase plans were announced by Shanghai-listed companies, with a combined maximum proposed repurchase amount of RMB 2.196 billion; three new share purchase plans were disclosed, with a combined maximum proposed purchase amount of RMB 240 million; additionally, nine companies issued updates regarding their repurchase or purchase activities.
Semiconductor equipment giant 'submits its report': H1 net profit forecast to surge by up to 11-fold! | After-Hours Announcement Highlights
Core suppliers of semiconductor equipment are reporting profit increases of up to more than 11-fold; a leading new energy power company received a significant share purchase from its controlling shareholder worth up to RMB 3 billion; a prominent memory chip stock turned profitable in the first half of the year after previously reporting losses... What notable announcements were released after today's market close?
Today, a group of A-share companies disclosed share purchase and repurchase plans, with the total amount reaching over RMB 10 billion.
① On July 20, at least 30 listed companies announced plans to increase shareholdings or repurchase shares, with the total maximum repurchase amount exceeding RMB 10 billion. ② The controlling shareholder of Three Gorges Energy plans to increase its stake by RMB 1.5–3 billion, and China Aluminum Group plans to increase its stake by RMB 1–2 billion.
CPO sector leader with RMB 400 billion market cap plans to repurchase shares worth RMB 200–300 million | After-market Announcement Roundup
Sinocera Materials: Zirconia Powder Selling Prices to Increase by 10%–40% Effective July 27
Soaring by nearly 50-fold! Lithium battery giant delivers explosive earnings comeback | Selected Post-Market Announcements
Major upstream lithium producers are reporting net profit increases of up to nearly 50-fold, stunning the market; AI-driven demand is sweeping through the memory storage sector, with a leading specialized player forecasting H1 profits exceeding RMB 5 billion; and a trillion-yuan-scale insurance giant has delivered an impressive performance report…
Dividend 'benchmark' posts ninth consecutive gain! Outperforming 90% of stocks this month, dividend-focused indices lead the market—how have ETF shares changed?
① Today, China Yangtze Power's share price reached a new high in nearly eight months, marking its ninth consecutive daily gain and outperforming 90.5% of all listed stocks in the market this month. ② Although its recent margin financing balance has declined somewhat, China Yangtze Power still accounts for as much as 21.5% of the total margin financing in the utilities sector. ③ Dividend-themed indices have led the market this month, with the CSI 300 Dividend, Dividend Index, and Dividend Low Volatility 100 among the top performers.
“Storage Leader” Delivers Impressive Results: Net Profit Surges Nearly 11-Fold Year-on-Year in First Half! | Selected After-Hours Announcements
"Storage Sector Leader" Sees Surge in Profits; Two Major Rare Earth Producers Announce Price Cuts; Domestic GPU Giant Urgently Denies Rumors: "Order Backlog Until Next Year" Claim Is False...
Latest portfolio adjustments by insurance-linked private funds: Honghu Series Funds reduced holdings in Shaanxi Coal Industry, newly entered positions in Kweichow Moutai and Wuliangye, and Taiping Zhiyuan expanded its portfolio to nine stocks.
① Honghu Fund reduced its stake in Shaanxi Coal Industry and newly entered positions in Kweichow Moutai, Wuliangye, and ICBC; ② Taiping Asset Management’s Zhiyuan portfolio established new positions in Zoomlion, Anhui Conch Cement, Western Mining, and seven other stocks; ③ Sunshine Holdings placed bets on specialty steel and chemical sectors, while Taikang invested in Hong Kong-listed expressway companies and Taiping selected leading traditional Chinese medicine firms; ④ Investment strategies are anchored on two main themes—high-dividend yield stocks and consumer sector leaders—with overall allocations still confined to traditional, legacy growth drivers.
Shanghai doubles down on 'future industries,' accelerating controlled nuclear fusion through dual-driven 'capital + industry' synergy.
① Shanghai State-owned Capital Investment Co., Ltd. is facilitating ecological collaboration between enterprises in Shanghai’s fusion industry chain and China Fusion Corporation, fully leveraging China Fusion Corporation’s role as the chain leader to achieve deep integration with Shanghai’s fusion industry chain. ② Dongsheng Fusion’s first-generation experimental device, “Chenguang,” is scheduled to begin assembly in March next year, with installation targeted for completion by the end of next year followed by commissioning. Shanghai Superconduct is expected to exceed 4,000 kilometers in full-capacity production by 2026.
The market is expected to continue its short-term upward fluctuation trend, with a focus on structural rotation opportunities within the technology sector.
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No business relationship with NVIDIA whatsoever! A 33 billion yuan fiber-optic concept stock releases clarification announcement | Post-market announcements summary
China Jushi: Plans to invest 4.431 billion yuan in building a production line project for 50,000 tons of electronic yarn and 320 million meters of electronic cloth annually