Company News - China Evergrande announced it will cancel its listing status on August 25 [8] - China Unicom reported a revenue exceeding 200 billion yuan in the first half of the year, a year-on-year increase of 1.5% [8] - Kweichow Moutai announced a net profit of 45.403 billion yuan for the first half of the year, a year-on-year increase of 8.89% [9] - Jinlongyu reported a net profit growth of 60% in the first half of the year [9] - Zhenray Technology announced a staggering net profit growth of 1007% in the first half of the year [9] - Ganfeng Lithium announced a collaboration with LAR to integrate the PPGS lithium salt lake project, aiming to develop a production line with an annual output of 150,000 tons of lithium products [10] - ST Huamei announced it could not complete the rectification of fund occupation within the required timeframe, leading to a stock suspension [11] - Sifang Jingchuang announced that its controlling shareholder plans to reduce its stake by no more than 2.25% [12] Industry News - The National Bureau of Statistics is seeking opinions on three technical documents related to data infrastructure and trusted data space, emphasizing the need for secure isolation mechanisms for computing resources [4] - A closed-door meeting for key lithium battery separator manufacturers was held in Shenzhen to promote healthy industry development, with consensus on price discipline and capacity management [6] - The OPEC monthly report maintained the global oil demand growth forecast for 2025 at 1.29 million barrels per day, while adjusting the 2026 forecast from 1.28 million barrels per day to 1.38 million barrels per day [6] - The Suzhou Artificial Intelligence (Taihu) Computing Center has officially opened, with a total planned investment exceeding 2 billion yuan, capable of providing 8000P computing power [6] - The China Information Communication Research Institute and the Brain-Computer Interface Industry Alliance released a report forecasting a broad application prospect for brain-computer interface technology [7] - The quantum computing industry is at a critical turning point, with expectations for significant growth in market size and application in various sectors [21][22] - The supply of consumer-grade DDR4 has tightened significantly, with contract prices soaring by 60-85% in July, leading to an upward revision of third-quarter contract prices [23] - The price of Shandong white feather chicken seedlings has surged over 300% in a month due to supply constraints and increased demand [24][25] - The demand for high-efficiency, high-density power supplies is expected to rise as AI technology evolves, with significant growth projected in the associated power equipment market [26]
【早报】服务业经营主体贷款、个人消费贷款，贴息政策来了；中国恒大将退市
财联社·2025-08-12 23:10