Group 1 - Company provides cooling systems for packaging lithography machines for Shanghai Micro Electronics Equipment Group, with a revenue increase from 625.83% to 756.71% [2] - Company offers lithography objectives, contributing to the optical industry [2] - Major US storage leaders have reached historical highs; Taiwanese manufacturers have fully booked DDR4 production capacity for Q4 [2] - Company’s enterprise-level storage is primarily used in servers, data centers, and cloud computing [2] - Huawei plans to launch the world's strongest super node in Q4, with a computing power scale of 8192 cards [2] - Company is a leading player in the global fiber optic cable industry, with advanced hollow core technology [2] - Company’s Micro TEC products have been validated by leading enterprises and are now in mass production [2] - Company is expanding its business in the energy storage sector through precision box systems [2] Group 2 - Company’s controlling shareholder has changed to Yang Gongyi Fan [3] - Company develops chips using the CK802 32-bit core architecture from Pingtouge [3] - Company’s photoresist substrate products are currently in the customer engagement phase [3] - Company has signed a strategic cooperation agreement with Suzhou Nengda to jointly develop flexible electronic skin [3] - Company focuses on the development of intelligent cleaning robots based on a skateboard chassis [3] - Company invests in smart elderly care robot projects, integrating AI with home care [3] Group 3 - Company is a hardware supplier for Leju Robotics [4] - Company participates in the information technology project for the C919 large aircraft [4] - Company is a leading cinema investment and operation brand in China [4] - Company has signed a strategic cooperation framework with Huawei to collaborate in network, cloud computing, and big data [4] Group 4 - Company is a major player in the historical cultural scenic area development, managing several national 5A scenic spots [5] - Company is the second-largest shareholder of Tianke He Da, which is a global leader in SiC chip manufacturing [5] - Company’s main products include silicon carbide crystal growth furnaces [5] - Company has seen price increases in express delivery services across multiple regions [5] Group 5 - Company has been awarded a project for intelligent cockpit domain controllers, with a total amount of approximately 5.6 billion [6] - Company is a leading construction firm in Xinjiang with comprehensive qualifications [6] - Company’s controlling shareholder has changed to Yang Gongyi Fan [6] - Company is deeply involved in AI computing server connections and assembly for Apple hardware [6] Group 6 - Company has a long-standing partnership with Huawei on smart water projects [7] - Company’s subsidiary has mining rights for a gold mine, with an expanded mining scale approved [7] - Company produces silver ion antibacterial fabrics using SILVER+ technology [7]

Market Overview - The market experienced significant declines, with the ChiNext Index dropping by 2.9% and the Shenzhen Component Index falling over 2%, while the Shanghai Composite Index decreased by nearly 0.8% [1][3] - Over 4,400 stocks in the market were down, and trading volume surged to 1.93 trillion yuan, an increase of 84 billion yuan from the previous day, indicating panic selling [1][3] Sector Performance - The hardest-hit sectors included computing hardware, with companies like Cambridge Technology hitting the daily limit down, and Huafeng Technology and Ruijie Networks dropping over 10% [3] - Military and digital currency sectors also faced declines, with Zhongyou Capital and Dongxin Pingping hitting the daily limit down [3] - In contrast, gold and banking stocks showed resilience, with silver and precious metals stocks hitting the daily limit up, and banks like China Merchants Bank and Chongqing Rural Commercial Bank rising against the trend [3] Market Sentiment and Analysis - The sharp decline is attributed to a collective adjustment in computing hardware, reflecting a technical correction in the overheated AI sector, compounded by concerns over future policy support [3] - Despite the short-term panic, the long-term outlook for AI and the digital economy remains strong, with a continued explosive growth in global computing demand and a pressing need for domestic alternatives [3] - The current market volatility is viewed as a potential opportunity to invest in companies with strong fundamentals and industry positions, suggesting that sharp declines in a bull market can serve as a chance for reallocation [3]