投资前瞻：鸿蒙智行秋季新品发布会定档，9月LPR报价将公布

Market News - The State Council Information Office will hold a press conference on September 22 to discuss the achievements of the financial industry during the "14th Five-Year Plan" period, featuring key figures from the People's Bank of China and other regulatory bodies [2] - The Loan Prime Rate (LPR) for one year and five years will be announced on September 22, with the previous rates remaining unchanged at 3.0% and 3.5% respectively for three consecutive months [3] - A total of 18,268 billion yuan in reverse repos will mature this week, with specific amounts maturing each day from Monday to Friday [4] - A new round of retail fuel price adjustments is expected on September 23, with the direction of the adjustment still uncertain due to current price fluctuations [5] - The National Bureau of Statistics will release the monthly industrial economic efficiency report on September 27, indicating a 1.7% year-on-year decline in profits for major industrial enterprises from January to July, totaling 40,203.5 billion yuan [6] Sector Events - The Hongmeng Intelligent Driving Autumn New Product Launch will take place on September 23, featuring new models from AITO [8] - The film "731" has surpassed 1 billion yuan in box office revenue within just over two days, becoming the 126th film in Chinese history to achieve this milestone [9] - The 2025 Yunqi Conference will be held from September 24 to 26 in Hangzhou, focusing on AI technology evolution and industry application [10] - The 2025 China Biomanufacturing Technology Innovation Forum will be held on September 25-26 in Changde, Hunan [11] - Tesla has received approval to test its fully autonomous Robotaxi in Arizona, while its stock has seen a significant increase, with a market cap surpassing 1.4 trillion dollars [12][13] Company News - Moore Threads will have its IPO meeting on September 26, focusing on providing AI computing support and being recognized as a domestic competitor to NVIDIA [15] - Huadian Technology plans to issue H-shares to optimize its overseas business layout and diversify financing channels [16] - Midea Group has signed a strategic cooperation agreement with Huawei to collaborate on various technological advancements, including AI and smart home solutions [17] Restricted Stock Unlocking - This week, 50 companies will have a total of 2.894 billion shares unlocked, with a total market value of 61.907 billion yuan based on the closing price on September 19 [19] - The peak unlocking day is September 26, with four companies unlocking shares worth a combined 27.604 billion yuan, accounting for 44.59% of the week's total [19] - The top three companies by unlocking market value are Hehe Information (10.835 billion yuan), Ziyan Food (7.126 billion yuan), and Wireless Media (5.522 billion yuan) [19] New Stock Calendar - A new stock, Aomeisen, will be issued on September 22 [24] Institutional Outlook - Guosen Securities notes that despite weak economic data, the stock market remains strong, driven by technology stocks, indicating a potential shift towards value balance [26] - Dongwu Securities highlights the ongoing transition of savings into the stock market, with a focus on the impact of risk preferences on fund allocation [27] - CICC suggests that a weaker dollar is favorable for A/H shares, particularly in growth sectors [28] - CITIC Securities anticipates continued growth in the electronics sector during the third quarter, with strong performance expected from various sub-sectors [29]