Group 1 - Two new stocks are available for subscription: Ruili Kemi with an issue price of 42.28 yuan per share and a subscription limit of 16,000 shares, and Yunhan Xincheng with an issue price of 27.00 yuan per share and a subscription limit of 4,000 shares [5] - The Ministry of Commerce of China responded to the TikTok issue, emphasizing that China will not sacrifice principles, corporate interests, or international fairness for any agreement, and supports equal business negotiations [5][6] - The Ministry of Commerce also addressed the EU's anti-subsidy tax on Chinese electric vehicles, urging the EU to eliminate market barriers and promote fair competition [6] Group 2 - Huawei plans to launch the Ascend 950PR chip in Q1 2026, followed by the Ascend 950DT in Q4 2026, the Ascend 960 in Q4 2027, and the Ascend 970 in Q4 2028 [10] - The State Health Commission and the Ministry of Finance issued a notice regarding the management of childcare subsidy systems, effective from January 1, 2025, targeting children under three years old [7] - The Shanghai Stock Exchange has taken self-regulatory measures against Tianpu Co., including suspending account trading due to abnormal trading behavior [2][8]

外交部发言人林剑9月18日主持例行记者会。 有记者提问：有媒体报道，中方指示阿里巴巴等公司终止对英伟达芯片的采购订单。英伟达首席执行官 黄仁勋称，对有关报道表示失望。中方对此有何回应？能否证实相关报道？ 林剑：具体问题建议向中方的主管部门了解。我们一贯反对在经贸、科技问题上对特定国家采取歧视性 做法。中方愿同各方保持对话合作，维护全球产供链稳定。（中国新闻网） 中方指示阿里巴巴等禁购英伟达芯片？外交部回应 重要的消息有哪些 商务部回应TikTok问题：绝不会以牺牲原则立场、企业利益和国际公平正义为代价寻求达成任何协议 9月18日，商务部举行例行新闻发布会。有记者就TikTok问题进行提问，商务部新闻发言人何亚东表 示，当地时间9月14日到15日，中美经贸团队在西班牙马德里举行会谈。双方以两国元首通话重要共识 为引领，就以合作方式妥善解决TikTok相关问题、减少投资障碍、促进有关经贸合作等达成了基本框架 共识。"关于TikTok问题，中方立场是一贯的，我们反对将科技和经贸问题政治化、工具化、武器化， 绝不会以牺牲原则立场、企业利益和国际公平正义为代价，寻求达成任何协议。同时，中国政府充分尊 重企业意愿，支持企 ...

南财智讯9月17日电，科森科技公告，公司股票在2025年9月16日、9月17日连续2个交易日内收盘价格涨 幅偏离值累计达到20%，构成股票交易异常波动。经公司自查并向控股股东、实际控制人核实，确认生 产经营情况正常，不存在应披露而未披露的重大事项。公司不生产AI眼镜，也不生产AI眼镜的结构 件。公司的折叠屏铰链组装业务客户单一，该业务在2025年上半年产生的收入占总营收比例仅2.10%， 对公司业绩不产生重大影响。此外，公司2024年度和2025年上半年均出现亏损，提醒投资者注意投资风 险。 ...

Core Insights - The report recommends several stocks, including Tencent Holdings, Xiaomi Group, Leap Motor, Mingyang Electric, Dongmu Co., Bojun Technology, Jinggong Technology, and Xinjie Electric, indicating a focus on sectors such as media, automotive, and new energy [1] - The upcoming Two Sessions are expected to emphasize fiscal support for the development of new productivity, with the government likely to issue long-term special bonds to support strategic emerging industries [1] - The report anticipates that significant investments will flow into advanced manufacturing sectors, including semiconductors and artificial intelligence, to accelerate technological breakthroughs and industrial upgrades [1] Company Summaries Tencent Holdings (00700.HK) - Tencent is the largest social platform in China, with a robust user base supporting its various business segments, including a gaming market share of 48.2% in 2023 [9][11] - The company is expected to benefit from the growth of its gaming sector, with projected net profits of 1,703.64 million, 1,911.76 million, and 2,162.84 million for 2024-2026, reflecting growth rates of 47.86%, 12.22%, and 13.13% respectively [11] Xiaomi Group (01810.HK) - Xiaomi is a leading global smartphone company, with smartphone revenue consistently exceeding 50% of total revenue, reaching 54.67% in the first three quarters of 2024 [13] - The company is advancing its "human-vehicle-home" ecosystem strategy and aims to become a global leader in hard technology, with projected adjusted net profits of 253.15 million, 319.16 million, and 383.86 million for 2024-2026 [14] Leap Motor (09863.HK) - Leap Motor focuses on the high cost-performance market, with a product matrix that includes five models and monthly sales exceeding 20,000 units as of June 2024 [15][17] - The company has partnered with Stellantis to expand into overseas markets, with plans to launch products in nine European countries by the end of 2024 [16] Mingyang Electric (301291.SZ) - Mingyang Electric anticipates a net profit of 600-700 million for 2024, driven by growth in the renewable energy sector and data center construction [18] - The company is expected to benefit from the increasing demand for offshore wind power, with projections of 10-15 GW of new installations in 2025 [19] Dongmu Co. (600114.SH) - Dongmu Co. is a leading manufacturer in powder metallurgy and soft magnetic materials, with a revenue of 2.353 billion in the first half of 2024, reflecting a year-on-year growth of 33.50% [23] - The company is positioned to benefit from the growing demand for foldable screens, with a projected CAGR of 30% in foldable smartphone shipments from 2024 to 2028 [24] Bojun Technology (300926.SZ) - Bojun Technology has seen significant growth, with revenues of approximately 2.6 billion in 2023, a year-on-year increase of about 87% [27] - The company is expanding its modular business and has secured orders totaling 7.1 billion, ensuring high growth potential for the next three years [27] Jinggong Technology (002006.SZ) - Jinggong Technology is a leader in carbon fiber equipment, with a market share of over 50% in China, benefiting from the increasing demand in commercial aviation and new energy vehicles [31][32] - The company expects revenues of 1.776 billion, 2.019 billion, and 2.504 billion for 2024-2026, with corresponding net profits of 212 million, 258 million, and 357 million [32] Xinjie Electric (603416.SH) - Xinjie Electric has shown a revenue growth of 10.93% in the first half of 2024, with a net profit increase of 21.74% [33] - The company is positioned to benefit from the recovery of high-end manufacturing and increased capital expenditure in the manufacturing sector [34]