潘功胜、李云泽、吴清、朱鹤新将集体出席国新办新闻发布会……盘前重要消息还有这些

Group 1: Key Messages - The State Council Information Office will hold a press conference on the achievements of the financial industry during the "14th Five-Year Plan" period, featuring key financial leaders [2] - The Ministry of Commerce stated that China respects the will of enterprises regarding the TikTok issue and encourages negotiations that comply with market rules and Chinese laws [2] Group 2: Company News - Huawei launched the "Tian Gong Plan" at the Huawei Connect 2025 conference, committing to invest 1 billion RMB to support the HarmonyOS AI ecosystem [5] - Moore Threads will have its IPO meeting on the Sci-Tech Innovation Board on September 26 [6] - Shanxi Fenjiu announced that shareholder Huachuang Xinrui plans to reduce its stake by no more than 1.33% [7] - Zhenlei Technology's actual controller and chairman has been placed under custody [8] - ST New Power is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [9] - Changfei Optical Fiber announced that Draka Comteq B.V. reduced its stake in the company by 5% through block trading on September 19 [10] - Absolute Food reported that it failed to accurately disclose operating income from 2017 to 2021, leading to a name change to "ST Absolute" starting September 23 [10] - Fudan Fuhua disclosed that it inflated total profits by 81.0655 million RMB in its 2019, 2020, and 2023 annual reports, resulting in a name change to "ST Fuhua" starting September 23 [10] - Sike Rui reported an inflated profit of 7.0054 million RMB in 2022, leading to a name change to "ST Sike Rui" starting September 23 [10] - Chuangyi Information reported inflated operating income in its 2022 annual report and 2023 semi-annual report, resulting in a name change to "ST Chuangyi" starting September 23 [11] Group 3: Industry Insights - CITIC Securities indicates that the current industry selection framework focuses on resources, new production capabilities, and overseas expansion. Resource stocks are shifting from cyclical to dividend attributes due to supply constraints and global geopolitical tensions [12] - The report emphasizes the importance of Chinese manufacturing leaders in global markets, converting market share advantages into pricing power and profit margin improvements [12] - The focus for future investments includes resources, consumer electronics, innovative pharmaceuticals, and gaming, while also considering chemical and military industries [12] - Recent trends highlight the expansion of AI from cloud-side logic to edge-side logic [12]