B[Hongmeng Concept fluctuated and strengthened in the afternoon, Honghe Technology and Huashengtiancheng both hit the daily limit] On September 1st, Hongmeng Concept fluctuated and strengthened in the afternoon, Hongmeng Technology and Huashengtiancheng hit the daily limit, and Yunding Technology, Junyi Digital, Century Dingli, Changshan Beiming, Montnets Technology, etc. followed suit. On the news, at the Hongmeng Ecosystem Conference 2026, Huawei Rotating Chairman Xu Zhijun said that as of August 20, the number of terminal devices equipped with HarmonyOS 6 has exceeded 80 million, and it is expected to exceed 100 million users in the fourth quarter of this year. B[Many domestic mobile phone manufacturers have unified prices today, and many mobile phone prices have increased by 1,000 yuan] On September 1, many domestic mobile phone manufacturers have unified prices today, involving multiple price models, with increases of more than 200 yuan. According to Jiangnan Metropolis Daily, Xiaomi has also made price adjustments this time, including Xiaomi 17 series, REDMI K90 series, and Turbo 5 Max models. In addition, the prices of many Huawei mobile phones have increased by 1,000 yuan. Includes: Huawei Mate 80 Pro series: 12GB+256GB priced at 5,999 yuan before price adjustment and 6,999 yuan after price adjustment; 12GB+512GB priced at 6,499 yuan before price adjustment and 7,499 yuan after price adjustment; 16GB+512GB priced at 6,999 yuan before price adjustment and 7,999 yuan after price adjustment; 16GB+1TB 7,999 yuan before price adjustment, 8,999 yuan after price adjustment. Huawei Mate 80 Pro Max: 16GB+512GB priced at RMB 7,999 before price adjustment and RMB 8,999 after price adjustment; 16GB+1TB priced at RMB 8,999 before price adjustment and RMB 9,999 after price adjustment. According to previous reports, Qualcomm chips plan to increase prices in September this year, and the increase will reach double-digit percentages. This price adjustment may affect multiple technology fields such as smartphones and wearable devices. A[Selected evening news on August 31st]
1. Seven departments including the Ministry of Commerce issued implementation opinions on promoting the expansion and upgrading of commodity consumption. By 2030, the total retail sales of consumer goods will reach about 60 trillion yuan. The retail sales of trillion-level categories such as automobiles, home appliances, communication equipment, textiles and clothing, etc. continue to grow.
2. The Ministry of Industry and Information Technology has launched a special campaign to cultivate artificial intelligence application service providers, exploring models such as first purchase, first use, and risk compensation to increase the procurement of services such as large models, agents, and tokens.
3. Artificial intelligence developers are increasingly using Mac mini and Mac Studio to train artificial intelligence models or run artificial intelligence agents, and OpenAI and Anthropic have also joined in purchasing such equipment.
4. TSMC stated that the underlying architecture of optical transceivers is undergoing structural changes. Silicon photonics has become the mainstream type, and the ultimate embodiment is co-packaged optics (CPO). In the second half of this year, some manufacturers will enter mass production.
5. Company news: ① Zhongji InnoLight: plans to repurchase 4 billion to 8 billion shares for equity incentives or employee stock ownership plans. ②International Composites: It is planned to raise no more than 5 billion yuan in additional capital to invest in projects such as high-performance electronic fiber cloth. ③ Suiyuan Technology: The IPO price of the Science and Technology Innovation Board is set at 142.18 yuan per share. ④ Zhipu’s revenue in the first half of the year was 953.9 million yuan, with an operating loss of 2.15 billion yuan. ⑤ Huawei’s revenue in the first half of the year was 467.8 billion yuan and net profit was 23.427 billion yuan.
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