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Company Developments - Ideal Automotive's legal team responded to multiple reports from car owners regarding "black water army," stating that such negative information may involve organized illegal activities. The company is collecting evidence and will pursue legal action through all available legal channels [7] - China Mobile reported a revenue of 543.8 billion yuan for the first half of the year, with communication service revenue at 467 billion yuan, a year-on-year increase of 0.7%. The profit attributable to shareholders was 84.2 billion yuan, up 5.0% year-on-year, and an interim dividend of 2.75 HKD per share was declared, reflecting a 5.8% increase [7] - Semiconductor Manufacturing International Corporation (SMIC) reported sales revenue of 2.209 billion USD in the second quarter, a decrease of 1.7% quarter-on-quarter, with a gross margin of 20.4%, down 2.1 percentage points. The company expects a revenue growth of 5% to 7% in the third quarter, with a gross margin between 18% and 20% [7] - Upwind New Materials achieved a revenue of 784 million yuan in the first half of the year, a year-on-year increase of 12.50%, while net profit decreased by 32.91% to 29.9 million yuan [8] - Furi Electronics (4 consecutive trading limits) reported that its subsidiary provides JDM/OEM services for service robot products, with revenue contribution being less than 1% [9] - Chuangzhong Technology (4 trading limits in 6 days) clarified that its business does not involve the production of liquid-cooled servers, only participating in testing platforms for liquid cooling [10] Industry Insights - The A-share market experienced a pullback after a surge, with the rare earth permanent magnet concept driving a recovery in cyclical stocks. The semiconductor industry chain, intelligent agents, and brain-computer interface concepts showed strength, while CRO, weight-loss drugs, and innovative drug concepts lagged. The Shanghai Composite Index closed up 0.16% at 3639.67 points, while the Shenzhen Component Index fell 0.18% and the ChiNext Index dropped 0.68%, with total market turnover expanding to 1.85 trillion yuan [6] - The RWA registration platform officially launched in Hong Kong on August 7, initiated by the Hong Kong Web 3.0 Standardization Association, aiming to facilitate the entire process of dataization, assetization, and financialization of RWA assets [6] - MSCI announced the addition of 42 stocks to the global index ACWI, while removing 56 stocks. The three new constituents of the MSCI Emerging Markets Index are CITIC Bank, Sentosa Bank, and Laopu Gold [6] - The third actively delisted stock of the year is expected to emerge, as *ST Tianmao's controlling shareholder is planning a significant matter related to the company, leading to a suspension of its stock. This year, Yulong Co., Ltd. and AVIC Industry have already applied for voluntary delisting [6]