Major Events - Dongxin Co., Ltd. completed its verification work and will resume trading on September 3 after being suspended due to abnormal stock price fluctuations [4] - Tianpu Co., Ltd. may apply for a trading suspension if its stock price continues to rise abnormally, as it has experienced a cumulative increase of 100% over eight consecutive trading days [5] - Shangwei New Materials has seen its stock price rise by 1154.5% from July 9 to September 2, indicating a significant deviation from its fundamental performance [7] - Yinglian Co., Ltd. is in the early stages of planning a capital increase for its wholly-owned subsidiary, with no formal agreements signed yet [8] - Kexing Pharmaceutical has completed the first patient enrollment for the Phase II clinical study of its GB08 injection, a long-acting growth hormone [9] - WuXi AppTec plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary for organizational optimization [10] - Zhonglai Co., Ltd. announced the resignation of its chairman due to age reasons, with no shares held by him at the time of resignation [11] - Zhaoxin Co., Ltd. reported no significant changes in its internal and external operating environment [12] - Kuangda Technology is planning a change of control, leading to a continued suspension of its stock [14] - DiAo Micro announced the launch of its eUSB repeater product, filling a domestic gap and supporting its entry into the USB4.0 market [15] - Jinbei Automotive plans to invest 240 million yuan in an automotive industry investment fund focusing on electrification and intelligentization [16] - Junshi Biosciences received approval for clinical trials of its JT118 injection, a vaccine aimed at preventing monkeypox virus infection [17] - Kaidi Co., Ltd. reported that its robotics business is still in the development stage and has not yet generated revenue [18] - China Ping An plans to cancel 103 million A-shares, reducing its total share capital [19] - China National Petroleum Corporation intends to transfer 541 million A-shares to China Mobile Group to deepen strategic cooperation [20] Performance Overview - Seres reported a 19.57% year-on-year increase in new energy vehicle sales in August, with production reaching 43,069 units [21] - Qianli Technology's total vehicle sales in August increased by 168.55% year-on-year, although new energy vehicle sales decreased by 15.93% [22] - Guangzhou Port expects a 1.2% year-on-year increase in container throughput for August, with total cargo throughput also projected to rise [23] Shareholding Changes - Nuowei Zhan's shareholder, Guoshou Chengda, plans to reduce its stake by up to 3% due to funding needs [24][25] Buybacks - CATL has repurchased 8.69 million A-shares, accounting for 0.1973% of its total A-share capital, with a total transaction amount of 2.131 billion yuan [26] Financing Activities - Fulai New Materials plans to raise no more than 710 million yuan through a private placement to fund expansion projects [27] Strategic Partnerships - Pairui Co., Ltd. signed a strategic cooperation agreement with Xi'an Power Electronics Research Institute to jointly develop power devices [28] - Youxunda is a candidate for a tender project with China Southern Power Grid, with a pre-bid amount of approximately 161 million yuan [29]

Group 1 - The Ministry of Finance and the State Taxation Administration announced tax policies for the management of state-owned equity and cash income to enrich the social security fund, effective from April 1, 2024 [2] - In August, the number of new A-share accounts reached 2.6503 million, a month-on-month increase of 34.97% and a year-on-year increase of 165.21%, totaling 17.2117 million new accounts in the first eight months of the year [2] - Southbound funds recorded a net purchase of 9.281 billion HKD on September 2, with the annual net purchase exceeding 1 trillion HKD, marking the highest record since the launch of the Stock Connect mechanism [3] Group 2 - Yushu Technology plans to submit its listing application documents to the stock exchange between October and December 2025, with relevant operational data to be disclosed [5] - CATL has repurchased 8.69 million A-shares, with a total transaction amount of 2.131 billion CNY [6] - Tianpu Co. may apply for a trading suspension if its stock price continues to rise abnormally [7] - Kedi Co.'s robot products are still in the development stage and cannot generate revenue in the short term [8] - Hongbo Co. reported that its operating conditions are normal, with no significant changes in the business environment [17]

今日焦点 道氏技术：香港佳纳出资3000万美元认购脑机接口公司强脑科技Pre-B轮优先股 道氏技术公告称，公司控股子公司香港佳纳与BrainFamilyInc.及其下属控股子公司签订《Pre-B轮优先股 认购协议》，使用自有资金出资3000万美元认购标的公司Pre-B轮优先股，从而获得标的公司少数股东 权益。强脑科技（Brain Family Inc.）为全球领先的脑机接口技术公司，在脑机接口领域具备稀缺的技 术壁垒和商业化能力。公司与强脑科技在"AI+材料"战略上协同。公司拟借助强脑科技在医疗康复、教 育消费和人机交互领域应用脑机接口技术的经验，进一步增强"AI+新材料"生态赋能与商业化落地能 力，同时推进公司碳材料产品在电子皮肤等关键零部件领域应用的进程。 百济神州：公司的药物产品需完成药物早期发现等多个环节，容易受到一些不确定性因素的影响 凯迪股份：机器人相关业务暂未形成收入 凯迪股份发布股票交易风险提示公告，关注到市场对公司的机器人相关业务关注度较高，公司机器人相 关业务已立项，产品仍处于开发阶段，短期内暂无法形成收入，预计不会对公司业绩造成重大影响。 经营业绩 业绩增长 长安汽车：8月销量同比增长2 ...

Group 1 - Daoshi Technology's subsidiary Hong Kong Jiana invested $30 million in Brain Family Inc. to acquire minority shareholder rights through Pre-B round preferred shares [1] - Brain Family Inc. is a leading company in brain-computer interface technology with unique technical barriers and commercialization capabilities [1] - Daoshi Technology aims to enhance its "AI + new materials" ecosystem by leveraging Brain Family's experience in medical rehabilitation, educational consumption, and human-computer interaction [1] Group 2 - Sinovac Biotech's subsidiary completed the first subject enrollment for the Phase II clinical study of GB08 injection, a long-acting growth hormone for children with growth hormone deficiency [2] - The GB08 injection is the company's first independently developed Class I innovative drug [2] Group 3 - Heng Rui Medicine's subsidiary received approval for clinical trials of SHR-A2009, an antibody-drug conjugate targeting HER3, with no similar drugs approved globally [3] Group 4 - DiAo Microelectronics launched its self-developed high-performance eUSB repeater product, which supports bidirectional conversion between eUSB2 and USB2 signal schemes [4] - The product is designed for IoT, consumer electronics, and automotive electronics, enhancing the company's competitiveness in high-speed interface chips [4] Group 5 - Dongxin Co. announced the completion of its stock review and will resume trading on September 3 after a temporary suspension due to abnormal stock price fluctuations [5] - The company stated that its fundamentals and main business have not changed significantly [5] Group 6 - Junshi Biosciences received approval for clinical trials of JT118 injection, a "two-in-one" recombinant protein vaccine for monkeypox virus prevention, with no approved vaccines in the domestic market [6] Group 7 - Seres reported a 19.57% year-on-year increase in new energy vehicle sales in August, with production reaching 43,069 units and sales at 43,262 units [7][8] Group 8 - CATL has repurchased 8.69 million A-shares, totaling 2.131 billion yuan, with plans to continue the buyback based on market conditions [9] Group 9 - *ST Tianmao announced a cash option for shareholders during the period from September 15 to September 19, allowing them to exercise cash options at a price of 1.6 yuan per share [10]

Group 1 - The company has launched a new product, the eUSB repeater, which addresses the increasing market demand for high processing capability and low power consumption in processors and MCUs [1][2] - The eUSB repeater supports bidirectional conversion between eUSB2 and USB2 signal schemes, enabling seamless communication between devices [1][2] - The product overcomes key technical challenges related to signal integrity, low power consumption, compatibility, and miniaturization, enhancing device compatibility and adhering to USB2 and eUSB2 v1.1 standards [2] Group 2 - The eUSB repeater is designed for high-performance applications and is expected to see rising demand in sectors such as robotics, new energy vehicles, AI smartphones, laptops, tablets, and AI glasses due to the rapid adoption of 4nm process technology [2][3] - The company holds complete intellectual property rights for the eUSB repeater, reinforcing its core competitiveness in high-speed interface chips [2][3] - The introduction of the eUSB repeater fills a domestic gap and supports the advancement of domestic alternatives, laying a solid foundation for the company's entry into the USB4.0 ultra-high-speed retimer market [3]

Group 1 - The company has successfully mass-produced Type-C signal/audio switching high-speed switches, synchronous DC-DC buck converters, and ultra-low voltage low-power linear regulators for domestic AR/VR manufacturers [1] - The module power solutions are currently being tested and integrated by leading AI glasses manufacturers [1] - The company is promoting its upcoming eUSB repeater product, which is compatible with advanced process SoCs, to both domestic and international clients [1]