Group 1 - In July, non-bank financial institutions saw deposits increase by 2.14 trillion yuan, reflecting a significant shift of funds from bank deposits to capital markets as residents' risk appetite rises [1] - Over 300 A-share companies have disclosed their semi-annual reports, with nearly 200 companies reporting year-on-year profit growth, indicating strong performance in sectors like automotive, power equipment, and non-ferrous metals [1] Group 2 - Local state-owned enterprises are actively acquiring listed companies, driven by policy encouragement, resource optimization, and industry consolidation [2] - Shanghai's virtual power plant achieved a record demand response load of 1.1627 million kilowatts, marking a significant increase from last year's 704,300 kilowatts [2][3] Group 3 - The international crude oil market has seen a decline, with WTI and Brent crude oil prices dropping over 10% from their late July highs, indicating a potential long-term pressure on oil prices due to oversupply [3] - New regulations for mobile power supply products have led to a surge in sales of compliant products, with a notable increase in the sales of 3C certified power banks [4] Group 4 - Xpeng Motors has signed an expanded strategic cooperation agreement with Volkswagen Group to integrate advanced electronic and electrical architecture into both electric and hybrid vehicle platforms [5] - Valentino's CEO has resigned for personal reasons, marking a significant leadership change in the luxury fashion brand [5] Group 5 - Konda New Materials plans to acquire a 51% stake in Zhongke Huami for 275 million yuan, aiming to enhance its capabilities in the semiconductor integrated circuit sector [6][7] - Limin Co. reported a 747.13% year-on-year increase in net profit for the first half of 2025, reflecting strong operational performance [7] - Huagong Technology achieved a net profit of 911 million yuan in the first half of 2025, a 44.87% increase year-on-year, driven by focus on key technologies in the new energy and digital sectors [7]