A股盘前播报 | 中央汇金上半年加仓白酒和化工等ETF 机构：白酒行业底部特征明显

Industry Insights - The Chinese government has published a roadmap for high-quality urban development, aiming to establish a modernized people's city by 2035, focusing on various economic sectors including the primary economy, silver economy, ice and snow economy, and low-altitude economy [1] - Central Huijin has increased its holdings in several industry ETFs, notably adding 12.1 million shares of the Penghua Liquor ETF, indicating a positive outlook for the liquor industry as inventory levels decrease and financial pressures on companies ease [2] - Multiple banks have announced a reduction in RMB deposit rates by 10 to 20 basis points, reflecting ongoing downward pressure on deposit rates in the future [3] - The Chinese Ministry of Commerce has announced that trade negotiation representatives will meet with U.S. officials, signaling a commitment to continue economic discussions between China and the U.S. [4] Market Trends - The National Bureau of Statistics has indicated that several significant policies related to data ownership will be introduced, which could enhance the value of public data operations and improve local government asset structures [9] - Nvidia and Google have led an investment of $863 million in the nuclear fusion startup CFS, suggesting that advancements in high-temperature superconductors may accelerate the commercialization of controlled nuclear fusion [10] - There are indications that the price of photovoltaic glass may increase, with companies like Fuyao discussing new pricing with clients, suggesting a potential recovery in profitability for the solar industry [11] Company Announcements - Cambrian is expected to achieve annual revenue between 5 billion to 7 billion yuan by 2025, indicating growth potential [12] - CITIC Securities reported a net profit of 13.719 billion yuan for the first half of the year, a year-on-year increase of 29.80% [14] - Guolian Minsheng reported a net profit of 1.127 billion yuan for the first half of the year, showing a significant year-on-year increase of 1185.19% [14] - Huahong Semiconductor reported a net profit of 74.3154 million yuan for the first half of the year, a year-on-year decrease of 71.95% [14]