Group 1 - The Ministry of Finance and the State Taxation Administration announced the resumption of VAT on interest income from newly issued government bonds, local government bonds, and financial bonds starting from August 8 [1] - The Hong Kong High Court ruled that Zong Fuli cannot withdraw or transfer any assets from the bank account of Jianhao Venture Capital Limited until the litigation results are finalized [1] - The U.S. non-farm payrolls increased by only 73,000 in July, the lowest in nine months, significantly below the expected 110,000, indicating a rapid slowdown in the labor market [1] Group 2 - The central bank emphasized the implementation of a moderately loose monetary policy and enhancing the effectiveness of monetary policy measures [2] - The National Development and Reform Commission plans to accelerate the establishment of new policy financial tools to support private enterprises in major national projects [2] - The Supreme Court issued judicial interpretations on labor disputes, clarifying that agreements not to participate in social insurance are invalid [2] Group 3 - The Ministry of Finance reported six typical cases of local government hidden debt, with Xiamen, Chengdu, and Wuhan East Lake New Technology Development Zone adding hidden debts of 68.396 billion, 61.408 billion, and 10.385 billion respectively [3] Group 4 - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.37% to 3559.95 points, and the total trading volume for the day was 1.62 trillion [4] - The Hong Kong Hang Seng Index closed down 1.07% at 24507.81 points, marking four consecutive days of decline [5] Group 5 - The Hong Kong Stock Exchange published a consultation summary on optimizing IPO pricing and public market regulations, allowing a reduction in the minimum allocation ratio for IPO book-building from 50% to 40% [5] - The Shanghai Stock Exchange clarified that pre-application consultation is not a mandatory procedure for project acceptance [5] Group 6 - In the electric vehicle sector, July delivery figures showed significant growth for several companies, with Leap Motor surpassing 50,000 deliveries for the first time [9] - The Ministry of Industry and Information Technology issued a digital transformation implementation plan for the machinery industry, aiming for 50% of enterprises to reach a maturity level of two or above by 2027 [10] Group 7 - The State Administration of Foreign Exchange outlined key tasks for foreign exchange management, emphasizing the need for macro-prudential management of cross-border capital flows [21] - The onshore RMB closed at 7.2106 against the USD, down 176 basis points from the previous trading day [21]

Core Viewpoint - China Foreign Transport Co., Ltd. plans to increase its stake in Antong Holdings Co., Ltd. based on confidence in the company's future development and long-term investment value, with a planned investment amount between RMB 300 million and RMB 600 million [2][4]. Group 1: Shareholding Increase Plan - The increase in shareholding is set to begin on July 31, 2025, and will occur over a 12-month period through various methods allowed by the Shanghai Stock Exchange, including but not limited to agreement transfers, block trades, and centralized bidding [2][4]. - The maximum purchase price for the shares is set at RMB 3.20 per share [2][4]. Group 2: Risk Factors - There are potential risks associated with the implementation of the shareholding increase plan, which may not meet expectations due to changes in the capital market [2][4]. Group 3: Additional Information - The increase plan complies with relevant laws and regulations, and the company will continue to monitor the situation and fulfill its information disclosure obligations [6]. - The company has received a notification from China Foreign Transport regarding the planned increase in shareholding [2][4].

Core Viewpoint - China Foreign Transport Co., Ltd. plans to increase its stake in Antong Holdings Co., Ltd. based on confidence in the company's future development and long-term investment value, with a proposed investment amount between RMB 300 million and RMB 600 million [1][2][3] Group 1: Shareholding Increase Plan - The increase plan will commence on July 31, 2025, and will be executed within 12 months [1][3] - The proposed share purchase price will not exceed RMB 3.20 per share [1][3] - The funding for the share purchase will come from the company's own funds [3] Group 2: Stakeholder Information - China Foreign Transport is a direct shareholder holding more than 5% of the company's shares and is considered a concerted actor with other stakeholders [2][3] - The total number of shares held by the concerted action entities, including Xiamen China Foreign Transport Yufeng Frozen Engineering Co., Ltd., is 634,729,099 shares, representing 15.00% of the total share capital [3] Group 3: Compliance and Disclosure - The increase plan complies with the relevant laws and regulations of the People's Republic of China [4] - The company will continuously monitor the implementation of the increase plan and fulfill its information disclosure obligations in a timely manner [4]

Core Viewpoint - China Foreign Transport and Shipping Corporation plans to increase its stake in Antong Holdings by investing between 300 million to 600 million RMB over the next 12 months, starting from July 31, 2025, to enhance its competitive edge in the container shipping industry [1][3][12] Summary by Sections 1. Transaction Overview - China Foreign Transport and its subsidiaries currently hold 0.0039% of Antong Holdings and intend to increase their holdings through self-funding [1][3] - The planned investment amount is not less than 300 million RMB and not more than 600 million RMB, with a maximum purchase price of 3.2 RMB per share [3][12] 2. Purpose and Background of the Transaction - The acquisition aims to strengthen the collaboration between China Foreign Transport and Antong Holdings in container shipping routes and resources, promoting a new carrier business model [3][12] - This strategic move is expected to enhance the company's core competitiveness by providing comprehensive solutions to target market customers [3][12] 3. Board Approval - The transaction has been approved by the company's independent directors and the board of directors, with no votes against or abstentions [3][13] - The transaction does not require shareholder meeting approval [3][13] 4. Related Party Transactions - In the past 12 months, the cumulative transaction amount with related parties, including China Merchants Group and its subsidiaries, was approximately 230 million RMB [2][12] - The transaction is classified as a related party investment due to the common control by China Merchants Group [2][5] 5. Financial Information of Antong Holdings - Antong Holdings has total assets of approximately 13.64 billion RMB and total liabilities of about 2.86 billion RMB [11] - The company's revenue for the last audited period was around 2.04 billion RMB, with a total profit of approximately 763 million RMB [11] 6. Impact on the Company - The transaction will be funded by the company's own resources and is not expected to significantly impact its financial status or operational results [12][13] - The transaction aligns with the company's development strategy and is not anticipated to adversely affect the interests of the company or its shareholders [12][13]

中国外运股份有限公司独立董事专门会议 中国外运股份有限公司（以下简称：公司）独立董事专门会议二零二五年度 第二次会议于 2025 年 7 月 31 日以现场结合通讯的方式召开。经全体独立董事推 举，会议由独立董事宁亚平主持，应出席董事 4 人，全部亲自出席。会议的通知、 召开和表决程序以及会议内容、表决结果符合《中华人民共和国公司法》及《公 司章程》的有关规定。 二零二五年度第二次会议决议 -1- 本次会议审议并通过以下决议： 一、关于对外投资暨关联交易的议案 经审议，公司独立董事一致同意该议案。公司独立董事认为：本项关联交易 符合公司战略布局需要，有利于公司业务发展；交易价格符合上海证券交易所等 相关法律法规的规定，公允合理，不存在损害公司和全体股东特别是中小股东利 益的情形。同意将该议案提交公司董事会审议。 特此决议，自即日起生效。 独立董事：宁亚平、王小丽、崔新健、崔凡 二零二五年七月三十一日 ...

Core Viewpoint - The internal audit management system of China National Freight Company aims to enhance governance and ensure high-quality development through a centralized, comprehensive, and efficient internal audit supervision system [1][2]. Group 1: Internal Audit Framework - The internal audit is defined as an independent and objective evaluation of financial activities, internal controls, risk management, and compliance with economic responsibilities [1]. - The company establishes a leadership structure for internal audit under the Party and Board of Directors, with the main responsible person being the company's top leader [2][3]. - The internal audit department is responsible for daily operations and is organized in an integrated manner, including headquarters and audit centers [3][4]. Group 2: Audit Personnel Management - The internal audit team is required to be composed of professionals with diverse backgrounds, including finance, operations, law, and information technology [4][5]. - The company supports continuous education and training for audit personnel to enhance their professional competencies [5][6]. - A mechanism for personnel mobility between the internal audit department and other functional departments is encouraged to foster talent development [4][5]. Group 3: Audit Responsibilities and Authority - The internal audit department is tasked with implementing national policies, developing audit plans, and conducting audits on financial activities and internal controls [6][7]. - The department has the authority to access necessary documents, conduct investigations, and propose corrective actions based on audit findings [7][8]. - Regular reporting to the Party and Board of Directors on audit activities and findings is mandated [8][9]. Group 4: Audit Execution and Follow-up - Internal audits can be conducted through specific projects or ongoing dynamic supervision, with a focus on key areas and risks [9][10]. - Audit projects require a structured approach, including planning, execution, and reporting, with feedback from audited units [10][11]. - A mechanism for tracking and ensuring the implementation of audit recommendations is established, holding responsible parties accountable for corrective actions [11][12]. Group 5: Accountability and Compliance - The company emphasizes accountability for non-compliance with audit processes, including potential disciplinary actions against individuals who obstruct audits [12][13]. - Internal audit personnel are protected from retaliation when performing their duties, and any violations are subject to legal consequences [14][15]. - The internal audit management system is subject to regular review and updates to ensure its effectiveness and compliance with regulations [15].

Core Viewpoint - China National Freight Company plans to increase its stake in Antong Holdings Co., Ltd. with an investment ranging from 300 million to 600 million yuan within 12 months, utilizing its own funds [1][2]. Group 1: Board Meeting Decisions - The board meeting was held on July 31, 2025, with 11 directors present, and the meeting's procedures complied with relevant laws and regulations [1]. - The board approved a proposal for external investment and related party transactions, allowing the company to acquire shares in Antong Holdings [1][2]. - The proposal received unanimous support from the board, with 7 votes in favor and no opposition or abstentions [2]. Group 2: Internal Management Changes - The board unanimously agreed to revise the internal audit management system, with all 11 votes in favor [2]. - High Xiang was elected as a member of the board's Strategy and Sustainable Development Committee, maintaining the existing composition of the committee [2]. Group 3: Executive Profile - Gao Xiang, born in 1972, serves as the company's General Manager and Chief Digital Officer, with a background in various roles at China Civil Aviation Information Network Co., Ltd. before joining the company [3].

Group 1 - InnoCare (02577.HK) has partnered with NVIDIA to promote the large-scale implementation of the 800 VDC power architecture in AI data centers, which is designed for efficient power supply in megawatt-level computing infrastructure [1] - The 800 VDC system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, enabling a 100-1000 times increase in AI computing power [1] - The company's third-generation GaN devices provide a comprehensive power solution from 800V input to GPU terminals, covering a voltage range from 15V to 1200V [1] Group 2 - China Ruyi (00136.HK) received a strategic investment of HKD 3.9 billion from Wuji Capital to accelerate business expansion and acquisition plans [2] - LEPU Biopharma-B (02157.HK) has authorized T-cell connector technology with an upfront payment of USD 10 million and potential milestone payments of up to USD 850 million [2] - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia [2] Group 3 - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of 58% [3] - Great Wall Motors (02333.HK) achieved approximately 104,372 vehicle sales in July, reflecting a year-on-year growth of 14.34% [3] - NIO-SW (09866.HK) delivered 21,017 vehicles in July [3]

证券日报网讯 8月1日晚间，中国外运发布公告称，公司第四届董事会第十五次会议审议通过了《关于 对外投资暨关联交易的议案》《关于修订的议案》《关于调整董事会战略与可持续发展委员会成员的议 案》。 （文章来源：证券日报） ...

Group 1 - Antong Holdings disclosed a share buyback plan, with China National Freight Company intending to increase its stake by 300 million to 600 million yuan [1][2] - Nine companies announced share reductions, including Longmag Technology, Wanda Film, and Zhongrong Electric [1][2] Group 2 - Longmag Technology's shareholders plan to reduce their holdings by up to 1.03% [2] - Wanda Film's shareholder plans to reduce its stake by no more than 2% [2] - Zhongrong Electric's shareholders intend to reduce their holdings by up to 1.7% [2] - Yongxin Zhicheng's shareholder plans to reduce its stake by no more than 4% [2] - Kangpeng Technology's shareholders plan to collectively reduce their holdings by up to 5.89% [2] - Henghua Technology's major shareholder intends to reduce its stake by up to 1.50% [2] - Yuxin Technology's controlling shareholder plans to reduce its holdings by no more than 1.50% [2] - Zhongguang Lightning's executives, including the chairman and general manager, plan to reduce their shares [2] - Jihua Group's deputy general manager plans to reduce his stake by no more than 0.29% [2]