Group 1 - Chery Automobile clarifies that its collaboration with JSW Group in India is limited to parts supply and does not involve technology transfer [2] - Tesla's future is not solely dependent on electric vehicle sales, as Elon Musk encourages investors to focus on the company's autonomous taxi and robotics business [3] - Haidilao opens its first premium store in China, featuring high-quality ingredients and an enhanced dining experience [4] Group 2 - The State Administration for Market Regulation has suspended 8,756 CCC certificates for power banks and battery manufacturers due to non-compliance [11] - BYD officially launches its new mid-size SUV, the Sea Lion 06, with prices ranging from 139,800 to 163,800 yuan [12] - The second quarter smartphone shipment in China reached 68.96 million units, a year-on-year decline of 4.0% [10] Group 3 - Ceconomy AG confirms that it is in deep discussions with JD.com regarding a potential acquisition, with an offer price of €4.60 per share, valuing the company at approximately €2.2 billion [9] - NewPrinces agrees to acquire Carrefour's Italian business for nearly €1 billion, expected to complete by the end of Q3 [15] - Intel plans to implement a 15% workforce reduction, aiming to reduce its global employee count to approximately 75,000 by the end of the year [16]

Group 1 - The Zhongjin Cloud Computing and Big Data Theme Index (930851) has shown a strong increase of 1.04% as of July 25, 2025, with constituent stocks such as Tuolisi (300229) rising by 5.48%, Wanda Information (300168) by 4.96%, and Wanxing Technology (300624) by 4.17% [1] - The Big Data ETF (159739) has increased by 0.98%, marking its third consecutive rise, with the latest price reported at 1.24 yuan [1] - The top ten weighted stocks in the Zhongjin Cloud Computing and Big Data Theme Index, as of June 30, 2025, account for a total of 51.84% of the index, including companies like iFlytek (002230) and Zhongji Xuchuang (300308) [3] Group 2 - CICC's research report suggests that stablecoins have the potential to become a new type of infrastructure, analyzing the incentive compatibility mechanisms of various participants and exploring the potential impact of stablecoins on financial markets and the international monetary system [2] - The report emphasizes that the emergence phase of infrastructure presents significant development opportunities, with the issuance of offshore RMB stablecoins being a priority for China's participation in stablecoin development [2] - The Big Data ETF closely tracks the Zhongjin Cloud Computing and Big Data Theme Index, which selects 50 listed companies involved in cloud computing services, big data services, and related hardware to reflect the overall performance of these sectors [2]

Group 1: Shenzhen Airport Performance - Shenzhen Airport's passenger throughput reached 32.57 million in the first half of the year, a year-on-year increase of 10.9% [1] - Cargo and mail throughput reached 983,000 tons, with a year-on-year growth of 14.1% [1] - The number of flights reached 221,000, marking a year-on-year increase of approximately 7.2%, setting a new record for the airport [1] Group 2: Modular Construction Development - Shenzhen aims to implement modular construction projects with a cumulative area of no less than 3 million square meters by the end of 2028 [2] - The initiative is part of a broader action plan to promote the integration of three major industrial clusters in modular construction [2] - The goal is to create a comprehensive modular construction industry system [2] Group 3: BYD New SUV Launch - BYD launched its new mid-size SUV, the Sea Lion 06, with a price range starting from 139,800 yuan to 163,800 yuan [3] - The Sea Lion 06 is the first mid-size SUV from BYD's Ocean Network to offer both hybrid and pure electric versions [3] - The competitive pricing is expected to reshape the market landscape for new energy SUVs priced around 200,000 yuan [3] Group 4: New Energy Vehicle Market Insights - In July, the estimated retail sales of new energy vehicles are expected to reach 1.01 million units, with a penetration rate projected to rise to 54.6% [4] - The total retail market for narrow passenger vehicles is estimated to be around 1.85 million units, reflecting a year-on-year growth of 7.6% [4] - However, there is a month-on-month decline of approximately 11.2% in the retail market [4] Group 5: CICC Gold Mining Operations - China National Gold Group's Inner Mongolia Mining Company has ceased operations, and CICC is actively managing the aftermath [5] - The company is monitoring the situation and will fulfill its information disclosure obligations [5] Group 6: China Power Construction's Project Involvement - China Power Construction is involved in the research, testing, and construction of the Yarlung Tsangpo River downstream hydropower project [6] - The project is in its early stages, and its long construction cycle introduces uncertainty regarding its impact on the company's future performance [6] Group 7: JD's Acquisition Talks - JD Group is in deep negotiations to acquire German electronics retailer Ceconomy AG, with a valuation of approximately 2.2 billion euros (about 2.6 billion USD) [7] - JD is considering a cash offer of 4.60 euros per share, representing a 23% premium over Ceconomy's recent closing price [7] - No binding agreements have been signed yet, and it remains uncertain whether a formal acquisition offer will be made [7] Group 8: Dongguan Holdings' Equity Transfer - Dongguan Holdings plans to publicly transfer 20% of its stake in Songshan Lake Microfinance Company for a base price of 48.1215 million yuan [8] - This move aims to optimize the company's asset structure [8] - The transaction has been approved by the board of directors and does not require shareholder approval [8] Group 9: LVMH's Sales Decline - LVMH reported a 9% decline in organic sales for its fashion and leather goods segment in Q2, exceeding analyst expectations of a 7.82% drop [15] - The organic sales of wines and spirits fell by 4%, while the overall revenue for Q2 was 19.5 billion euros, slightly below analyst expectations [15][16] - The company plans to streamline its beverage (spirits) division in response to the declining sales [16]