盘前消息面0819|稀土价格再创新高、广电总局21 条放宽电视剧集数…

Group 1: Non-ferrous Metals - In July, rare earth product exports reached a record high for the year at 6,422 tons, a month-on-month increase of 69%, with magnets being the dominant product [1] - The price of praseodymium and neodymium oxide exceeded 600,000 yuan per ton, and the rare earth index rose by 6% in a single day [1] - Supply constraints are expected due to increased uncertainty in Myanmar mineral imports and a closure of the U.S. mineral window, potentially reducing annual imports by 40,000 tons (10%) [1] - Domestic indicators continue to be strictly controlled, and the supply of scrap materials is unlikely to increase in the short term due to price inversions [1] - Demand for magnetic materials has rebounded, with exports in June reaching 3,000 tons, and major companies have robust overseas orders [1] - The traditional peak season for new energy vehicles, wind power, and variable frequency air conditioners is expected to drive inventory restocking, with prices likely to continue rising in Q3 [1] Group 2: Semiconductor/Chip Industry - The domestic localization rate for semiconductor equipment and materials is increasing, with Yangtze Memory Technologies and Changxin Memory's localization targets raised to 80% and 70%, respectively [2] - Huahong's acquisition of Huali's five factories is expected to increase annual revenue by 25% and net profit by 187%, with depreciation nearly complete, indicating room for revaluation [2] - Cambrian's 4 billion yuan private placement is expected to be completed within two months after approval, with domestic computing power gradually being "unlocked" as SMIC's processes advance [2] Group 3: AI Computing Chips - Haiguang Information is the only domestic company with both CPU and GPU capabilities, showing significant underlying synergy [3] - Jingjia Micro plans to take a controlling stake in Chengheng Micro, focusing on military drones and missiles while also developing software stacks for civilian clients [3] - Aibulu has increased its stake in Zhonghao Xinying to nearly 10%, with the latter's AI TPU performance exceeding NVIDIA's by 1.5 times, leading to a full transformation into AI chips [3] Group 4: Media and Broadcasting - The regulatory environment for the film and television industry has been significantly relaxed, allowing for the potential certification of backlog dramas [4] - The resumption of nationwide talent shows is marked by Mango Super Media's upcoming launch of "Voice of the Future," which aims to replicate the success of "Super Girl" [4] Group 5: Chemical Industry - The domestic market is at a critical point of restarting the inventory cycle, with U.S. durable goods inventory expected to return to positive year-on-year growth [5] - A reversal in overseas inventory cycles could lead to a demand explosion in certain sectors, with significant elasticity in chemical products [5] Group 6: Pharmaceuticals - Novo Nordisk's semaglutide has been approved in the U.S. for treating F2-F3 stage MASH, marking a significant milestone for GLP-1 drugs in the liver disease market [6] - This approval establishes GLP-1's foundational role in MASH treatment and highlights the potential for multi-target therapies, providing new valuation anchors for domestic companies with differentiated pipelines [6] Group 7: Optical Communication Switches - Lumentum and Coherent have reported revenue from OCS optical switches, indicating a shift from proprietary use by companies like Google to commercial viability [7] - This development validates OCS technology as a feasible next-generation data center network architecture, with upstream core component manufacturers expected to benefit first [7]