央行连续第9个月增持黄金；事关脑机接口，七部门发文……盘前重要消息还有这些

Group 1 - The Ministry of Finance expressed satisfaction with S&P's decision to maintain China's sovereign credit rating at "A+" with a stable outlook, highlighting recognition of China's economic resilience and effective debt management [2][3] - China's economy grew by 5.3% in the first half of 2025, an increase of 0.3 percentage points compared to the previous year, with the IMF raising its growth forecast for China to 4.8% for 2025, up by 0.8 percentage points from April [3] - The government aims to ensure economic stability and growth through continuous macroeconomic policies, focusing on employment, enterprises, and market expectations [3] Group 2 - The seven departments released implementation opinions to promote innovation in the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 and establishing advanced technical, industrial, and standard systems [4] - In July, China's total goods trade value reached 3.91 trillion yuan, a year-on-year increase of 6.7%, marking the highest growth rate for the year [5] - The People's Bank of China announced a 700 billion yuan reverse repurchase operation to maintain liquidity in the banking system [4][5] Group 3 - Longcheng Military Industry's stock shows significant trading risks due to a "hot potato" effect [7] - Zhongma Transmission, which produces electric vehicle reducers, clarified that its business does not involve robotics [8] - Chunzong Technology stated that its operations do not include the production of liquid-cooled servers, only participating in testing [9] Group 4 - Semiconductor company SMIC reported a second-quarter revenue of $2.209 billion, a decrease of 1.7% quarter-on-quarter [13] - China Mobile's net profit for the first half of the year was 84.24 billion yuan, reflecting a year-on-year growth of 5% [14] - Huaxi Biological's controlling shareholder plans to increase its stake in the company by 200 to 300 million yuan [16] Group 5 - Guotai Junan Securities noted that the restructuring of the North and South Shipbuilding industries is accelerating, with improved industry conditions supporting growth [18] - Huayuan Securities highlighted two main lines for stock selection in the construction sector: high dividend stocks and companies involved in new energy and digital transformation [19]