A · Important
[Selected evening news on August 27] 1. Trump declared a "national emergency" regarding foreign-made equipment in the U.S. power grid. China stated its position: China has always opposed the generalization of national security concepts and the suppression of other countries' companies, and hopes that the United States will provide a fair, just and non-discriminatory environment for the operations of companies from all countries. 2. Kioxia and SanDisk plan to invest US$31 billion in expanding a memory manufacturing plant in Japan, with the goal of starting operations in fiscal 2029. 3. Shanghai released the application guide for the new generation optical communication technology project of the 2026 key technology research and development plan "Intelligent Computing Optical Network". 4. Nvidia’s U.S. stock price rose by more than 7.3% in early trading. The company’s CFO said that its revenue in fiscal year 2028 will increase by about 70%, far exceeding the market estimate of 45%; some institutions have called out a target valuation of US$10 trillion. 5. Company news: ① Demingli: Net profit in the first half of the year is 6.017 billion yuan, and it plans to distribute 15 yuan for every 10 shares converted into 4 shares. ②Shenghong Technology: Net profit in the first half of the year was 2.857 billion yuan, a year-on-year increase of 33.3%. ③Tianqi Lithium: Net profit in the first half of the year was 4.242 billion yuan, a year-on-year increase of 4925%. ④Xiechuang Data: Net profit in the first half of the year increased by 326% year-on-year. Server remanufacturing and data storage businesses achieved rapid growth. ⑤ Zhang Jianping became the fourth largest shareholder of Yunnan Germanium Industry in Q2. ⑥ Zhang Jianping became the seventh largest shareholder of Kexiang Co., Ltd. in Q2. ⑦Fenghua Hi-Tech: Q2 net profit increased by 127% month-on-month, and the unit price of its main products increased year-on-year. ⑧SMIC: Net profit in the first half of the year increased by 94.2% year-on-year, mainly due to increased wafer sales, rising average selling prices and changes in product mix.
🕐 2026-08-27 21:47

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