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A股盘前市场要闻速递(2025-09-05)
Jin Shi Shu Ju· 2025-09-05 02:41
Group 1 - The People's Bank of China will conduct a 10 billion yuan reverse repurchase operation to maintain liquidity in the banking system, with a term of 3 months [1] - DeepSeek aims to release a new AI agent by the end of the year, designed to perform multi-step operations with minimal user instructions and learn from previous behaviors [1] - NVIDIA plans to launch a new chip named B30A in the Chinese market, which is expected to be six times more powerful than its predecessor H20 and priced at approximately $20,000 [1] Group 2 - The State Council aims to cultivate a number of world-class sports enterprises and events by 2030, with the sports industry expected to exceed 7 trillion yuan in total scale [2] Group 3 - XianDao Intelligent has successfully established a complete production line for all-solid-state batteries, achieving multiple technological breakthroughs and receiving repeat orders from leading domestic and international companies [3] - Zhongwei Company has launched six new semiconductor equipment products, which are expected to positively impact the company's market expansion and performance growth [3] - Shenghong Technology is advancing the research and certification of 10-layer 30-layer HDI technology [4] Group 4 - Heng Rui Pharmaceutical has received approval for clinical trials of its HRS-4729 injection, a triple receptor agonist aimed at improving metabolic regulation and weight loss [7] - Wuhan Holdings plans to acquire 100% equity of Wuhan Municipal Institute for 1.6 billion yuan, which will enhance its business scope and revenue [9] - Beijing Lier has signed a strategic cooperation agreement with SenseTime and Xiwang Technology to explore AI computing power collaboration [10] Group 5 - Hangzhou High-tech has experienced a change in control, with several board members resigning due to a share transfer agreement [11] - Guoxin Technology has successfully tested a new high-performance chip for automotive electronics, which aims to address the MCU chip shortage in the domestic automotive industry [12] - Tianhua New Energy has sent samples of its solid-state electrolyte materials to leading companies, receiving positive feedback [13] Group 6 - Shiyun Circuit has entered mass production supply for its AI glasses product for a major overseas client, and has achieved mass production for various server and communication PCBs [14] - Kewang Technology primarily supplies precision cable connection components to Yushu Technology, with a low sales proportion [15] - Junsheng Electronics collaborates with leading clients to provide key components and solutions for robotics and energy management [16] Group 7 - Bowei Alloy is a key supplier of VC thermal materials for an upcoming AI smartphone model [17] - Baoxin Technology has subscribed to an 18 million yuan capital increase in Suzhou Jicui Intelligent Manufacturing Robot Co., Ltd., acquiring an 81.82% stake [18]