8月19日召开的光伏产业座谈会属于大会，并未商讨各个环节“反内卷”的实施细节，预计今明两天将分别探讨电池、组件环节、硅片环节以及多晶硅环节的反内卷细则。由于此次工信部举办的反内卷会议保密程度极高，与会企业已签署保密协议，因此会议具体探讨内容和会议结果须待官方发布。（一财） ...

Semiconductor Industry & Geopolitics - US Department of Commerce emphasizes that the US cannot rely on Taiwan for chip manufacturing [1] - Intel is viewed as a potential solution for the US to regain prominence in the semiconductor sector [1] Government Funding & Equity - The US government may convert funding for Intel into an equity stake [1] - Former President Trump aimed to transform the funds spent by the Biden administration into equity [1] Intel Investment - Trump's potential acquisition of a 10% equity stake in Intel was not intended to seek governance or voting rights [1]

Government Intervention & Investment - The U S government is considering acquiring approximately 10% of Intel's shares, potentially making it the largest shareholder [1] - This move involves converting some or all of the subsidies Intel receives from the CHIPS Act into equity [1] - Intel has been approved to receive a total of $109 billion in subsidies under the CHIPS Act for commercial and military chip production [1] - A 10% stake in Intel is valued at approximately $105 billion based on Intel's current market capitalization [1] Political & Economic Strategy - The Trump administration aims to convert funds allocated by the Biden administration into equity [1]

美国商务部长卢特尼克：必须处理好来自中国的风险。 ...

印度总理莫迪称，印中关系稳步发展。 ...

小米集团：第二季度，总收入为人民币1,160亿元，创历史新高，同比增长30.5%。业务分部来看，第二季度，“手机×AIoT”分部收入为人民币947亿元，同比增长14.8%；“智能电动汽车及AI等创新业务”分部收入为人民币213亿元，两个分部收入均创历史新高。本季度，集团经调整净利润为人民币108亿元，创历史新高，同比增长75.4%。第二季度，智能电动汽车及AI等创新业务部分收入为人民币213亿元，其中，智能电动汽车收入为人民币206亿元，其他相关业务收入为人民币6亿元。本季度，智能电动汽车及AI等创新业务部分毛利率为26.4%。第二季度，智能电动汽车及AI等创新业务部分经营亏损为人民币3亿元。第二季度，小米智能大家电的收入创历史新高，同比增长达66.2%。其中，空调产品出货量超540万台，创历史新高，同比增速超过60%；冰箱产品出货量超79万台，同比增速超过25%；洗衣机产品出货量超60万台，同比增速超过45%。 ...

Company Statement - Oriental Selection denies rumors of CEO Zhou Chenggang being investigated for related-party transactions [1] Market Reaction - Oriental Selection's Hong Kong stock experienced significant volatility, initially erasing a 23% gain before falling 9.5% [1]

Government Revenue - China's national general public budget revenue increased by 0.1% year-on-year to 13583.9 billion CNY from January to July [1] - National tax revenue decreased by 0.3% year-on-year to 11093.3 billion CNY from January to July [1] - Non-tax revenue increased by 2% year-on-year to 2490.6 billion CNY from January to July [1] - From January to June, national general public budget revenue decreased by 0.3% year-on-year to 11556.6 billion CNY [4] - From January to June, national tax revenue decreased by 1.2% year-on-year to 9291.5 billion CNY [4] - From January to June, non-tax revenue increased by 3.7% year-on-year to 2265.1 billion CNY [4] Specific Tax Revenue - Stamp tax increased by 20.7% year-on-year to 255.9 billion CNY from January to July, with securities transaction stamp tax increasing by 62.5% year-on-year to 93.6 billion CNY [2] - Stamp tax increased by 19.7% year-on-year to 195.3 billion CNY from January to June, with securities transaction stamp tax increasing by 54.1% year-on-year to 78.5 billion CNY [5] Land Revenue - Revenue from the transfer of state-owned land use rights decreased by 4.6% year-on-year to 1695 billion CNY from January to July [3] - Revenue from the transfer of state-owned land use rights decreased by 6.5% year-on-year to 1427.1 billion CNY from January to June [6] Government Expenditure - National general public budget expenditure increased by 3.4% year-on-year to 16073.7 billion CNY from January to July [3] - Expenditure on social security and employment increased by 9.8% year-on-year to 2762.1 billion CNY from January to July [3]

Geopolitical Analysis - UBS previews potential progress in US-Russia-Ukraine negotiations [1]

#行情 东方甄选大跌20%。 ...