早 报 精 选 4、7月cpi同比持平，环比上涨0.4%。 5、王兴兴：未来2-5年智能机器人技术的重心是大模型、低成本硬件、算力。 宏 观 新 闻 1、 8月8日，国家主席习近平应约同俄罗斯总统普京通电话。普京介绍了俄方对乌克兰危机当前形势的看法和俄美最近接触沟通的情 况，表示俄方高度赞赏中方为政治解决危机发挥的建设性作用。俄中全面战略协作伙伴关系任何形势下都不会改变，俄方愿继续同中 方保持密切沟通。习近平阐述了中方原则立场，指出复杂问题没有简单的解决办法。无论形势如何变化，中方都将坚持一贯立场，坚 持劝和促谈。 2、8月8日外交部发言人郭嘉昆答记者问。记者提问称，特朗普表示可能会因中国购买俄罗斯石油对华征收次级关税。郭嘉昆表示， 中方在有关问题上的立场是一贯、明确的。中国同包括俄罗斯在内的世界各国开展正常经贸能源合作，正当合法。我们将继续根据自 身国家利益，采取合理的能源保障措施。 3、据国家统计局发布的数据，7月份，全国居民消费价格同比持平。其中，城市持平，农村下降0.3%；食品价格下降1.6%，非食 品价格上涨0.3%；消费品价格下降0.4%，服务价格上涨0.5%。1-7月平均，全国居民消费价格比上年 ...

Group 1: Market Overview - A-shares experienced slight fluctuations with major indices showing mixed results, including minor gains in the Shanghai Composite Index and Shenzhen Component Index, while the North Star 50 and Sci-Tech 50 indices showed slight declines [1] - The number of declining stocks outnumbered advancing stocks, indicating a shrinking trading volume [1] Group 2: Brain-Computer Interface (BCI) Sector - The BCI sector continued its strong performance, with the index rising nearly 4% and reaching a five-year high, driven by favorable policies [2][4] - The Ministry of Industry and Information Technology and other government bodies released an implementation opinion aimed at promoting BCI industry innovation, targeting breakthroughs in key technologies by 2027 [4] - The opinion emphasizes the development of new brain signal sensors and chips, as well as the enhancement of decoding software using AI technology [4] Group 3: Defense and Aerospace Sector - The defense and aerospace sector saw a resurgence, with commercial space initiatives leading the charge, and the index reaching a historical high [5] - Notable companies like Feiwo Technology and De'en Precision Engineering experienced significant stock price increases, with some stocks hitting the daily limit [5] - Successful tests of the lunar landing vehicle mark a significant advancement in China's manned lunar exploration program [7]

Group 1: Brain-Computer Interface Development - The Chinese government has issued implementation opinions to promote innovation in the brain-computer interface industry, focusing on the development of high-precision surgical robots for implanting brain-computer interfaces [1] - By 2027, breakthroughs in key technologies for brain-computer interfaces are expected, with the establishment of advanced technology, industry, and standard systems [1] - The industry aims to cultivate 2 to 3 globally influential leading enterprises and a number of specialized small and medium-sized enterprises by 2030 [1] Group 2: Southbound Capital Inflows - As of August 7, southbound capital has recorded a cumulative net purchase of 894.5 billion HKD, surpassing the total net purchase for the entire year of 2024 by 111% [2] - Southbound capital has seen net inflows for three consecutive trading days, with significant purchases in Tencent, Alibaba, and Xiaomi [2] - There has been a notable increase in investor inquiries regarding Hong Kong Stock Connect business this year [2] Group 3: RWA Registration Platform Launch - The RWA registration platform has officially launched in Hong Kong, initiated by the Hong Kong Web3.0 Standardization Association, aiming to facilitate the entire process of RWA asset tokenization [3] - Three Web3.0 standards have been established, including guidelines and technical specifications for RWA tokenization [3] Group 4: Central Bank Operations - The People's Bank of China will conduct a 700 billion CNY reverse repurchase operation on August 8, with a term of three months, to maintain ample liquidity in the banking system [4] Group 5: U.S. Manufacturing Sector Challenges - U.S. manufacturing is facing ongoing pressure due to uncertainties from tariff policies, with economic activities related to manufacturing shrinking since Trump's administration [5] - The ISM reported a manufacturing PMI of 48% for July, indicating contraction, while the unemployment rate has risen and job creation has fallen short of expectations [5] Group 6: Semiconductor Industry Update - Semiconductor manufacturer SMIC reported a 1.7% decline in Q2 sales revenue to 2.209 billion USD, with a projected revenue growth of 5% to 7% for Q3 [7] - The company achieved a 22% year-on-year increase in sales revenue for the first half of the year, with a gross margin improvement [7] Group 7: Central Bank Gold Reserves - The People's Bank of China has increased its gold reserves for nine consecutive months, with a total of 739.6 million ounces as of the end of July [9] - The central bank's strategy aims to diversify its foreign exchange reserves away from the U.S. dollar [9] Group 8: Early Childhood Education Funding - The Ministry of Finance is committed to supporting local governments in improving early childhood education funding mechanisms, emphasizing the importance of increased investment [8] - Recent government meetings have reiterated the need for sustained financial support for the development of early childhood education [8]

Core Points - The Shenzhou-20 manned mission is scheduled for launch on April 24, 2023, at 17:17 Beijing time, with a crew consisting of Chen Dong, Chen Zhongrui, and Wang Jie [1][2] - This mission marks the fifth manned flight during the space station application and development phase and the 35th flight of the manned space program [2] - The primary objectives include crew rotation with the Shenzhou-19 crew, conducting scientific experiments, and performing extravehicular activities [2][3] Mission Details - The Shenzhou-20 spacecraft will utilize an autonomous rapid rendezvous and docking mode, docking with the Tianhe core module approximately 6.5 hours after launch [2] - The crew will stay in orbit for about six months, during which they will receive visits from the Tianzhou-9 cargo spacecraft and the Shenzhou-21 manned spacecraft [2] - The Shenzhou-19 crew is scheduled to return to Earth on April 29, 2023, after completing the crew rotation [2] Scientific Experiments - The mission will focus on three life science experiments using zebrafish, planarians, and streptomyces [3] - The zebrafish experiment aims to study the effects of microgravity on protein homeostasis and its role in bone loss and cardiovascular dysfunction [3] - The planarian experiment will investigate regeneration mechanisms, while the streptomyces study will explore microbial activity in space for potential applications [3] Lunar Mission Progress - The development of China's manned lunar mission is progressing smoothly, with various components such as the Long March 10 rocket and the Dream Chaser spacecraft undergoing initial testing [4] - Major tests for the lunar mission are being conducted, including comprehensive matching tests for the Long March 10 rocket's electrical systems [4] - Future tests will include zero-height escape tests for the Dream Chaser spacecraft and comprehensive landing and takeoff verification for the lunar lander [4] Astronaut Training - The training for the fourth batch of astronauts is proceeding as planned, with Hong Kong and Macau astronauts expected to participate in their first flight missions by 2026 [5]