Macro News - The Central Committee of the Communist Party of China and the State Council released an opinion on promoting high-quality urban development, aiming for significant progress in modernizing urban construction by 2030 and basic completion by 2035 [3] - The Ministry of Commerce announced that a trade negotiation delegation will visit the U.S. after holding discussions in Canada, indicating ongoing international trade dialogues [3] Industry News - The Ministry of Commerce announced the continuation of anti-dumping duties on imported phenol from the U.S., EU, South Korea, Japan, and Thailand for another five years starting August 29, 2025 [4] - The 2025 China International Big Data Industry Expo opened in Guizhou, with 375 participating companies, and the digital economy's added value is expected to reach approximately 49 trillion yuan by the end of the year, accounting for about 35% of GDP [4][5] - Some photovoltaic glass companies have raised their new single quotes for September, with the benchmark price for 2.0mm single-layer coated glass increasing to 13 yuan per square meter, up by 2 yuan from July [4] Company News - Cambrian announced an expected revenue of 5 billion to 7 billion yuan for the year 2025, with no new product release plans [9] - SMIC reported a revenue of 32.348 billion yuan for the first half of the year, a year-on-year increase of 23.1%, and a net profit of 2.301 billion yuan, up 39.8% [10] - Huahong Semiconductor reported a 72% year-on-year decline in net profit for the first half of the year [12] - CITIC Securities announced a 29.8% year-on-year increase in net profit for the first half of the year [13] - Gree Electric reported a net profit of 14.412 billion yuan for the first half of the year, a year-on-year increase of 1.95% [18] - North Huachuang reported a net profit of 3.208 billion yuan for the first half of the year, a year-on-year increase of 14.97% [19] Investment Opportunities - The first dedicated optical quantum computer manufacturing plant in China has been established in Shenzhen, with an expected annual production capacity of several dozen quantum computers [23] - Beijing Guangyin Aggregation Technology Co., Ltd. has successfully overcome key technical challenges in photoresist, becoming the first company in China with ton-level production capacity, indicating rapid market development in the semiconductor photoresist sector [24]
【早报】事关城市高质量发展，中央重磅文件对外公布；寒武纪预计全年营收至多70亿
财联社·2025-08-28 23:10