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Investment News Daily · 2026-08-28

15 Quick Updates · Multi-source Aggregation + AI Rewriting

Automatically crawled from Tonghuashun + Eastmoney by cron at 08:00 Beijing time daily, abstract rewritten by Doubao. For information compilation only, does not constitute investment advice.

TL;DR · 30-second recap of today’s updates
  • Multiple A-share companies released 2026 mid-year reports, with significant performance divergence, and some targets achieved ultra-high growth
  • Tencent Holdings repurchased 659,000 shares on August 28, and the Hong Kong stock listing of Red Avenue New Materials has been filed with the CSRC
  • Institutions are optimistic about the output value of NVIDIA’s next-generation AI cabinets, and Bank of America reiterated its bullish view on NVIDIA stock
📈 Mid-year Report Performance🔥 Capital Actions🧠 AI Track🏠 Property Market Forecast⚠️ Overseas Epidemic

Tonghuashun 7×24

Jiushi Dynamic Entertainment: Net profit in H1 2026 reached 22.1417 million yuan, turning a loss year-on-year

2026/8/28 18:07:12

Jiushi Dynamic Entertainment released its H1 2026 performance: during the period, it achieved operating revenue of 2.071 billion yuan, down 19.55% year-on-year; net profit attributable to shareholders was 22.1417 million yuan, compared with a loss of 101 million yuan in the same period of 2025, realizing a year-on-year turnaround from loss to profit; however, non-recurring net profit posted a loss of 144 million yuan, with the loss margin slightly expanding year-on-year. In addition, the asset swap between the company, its controlling shareholder and related parties has completed delivery.

Xiamen Bank: Net profit in H1 2026 reached 1.243 billion yuan, up 7.31% year-on-year

2026/8/28 18:07:03

Xiamen Bank released its H1 2026 semi-annual performance (the report has been reviewed, not audited): during the period, it achieved operating revenue of 3.216 billion yuan, up 19.60% year-on-year; net profit attributable to shareholders was 1.243 billion yuan, up 7.31% year-on-year; non-recurring net profit attributable to shareholders was 1.175 billion yuan, up 8.81% year-on-year. The company confirmed that it will not carry out profit distribution for the 2026 mid-term, nor will it implement capital reserve conversion to share capital.

Xinbo Co., Ltd.: Net loss of 52.6395 million yuan in H1 2026, turning from profit to loss year-on-year

2026/8/28 18:06:28

A-share listed company Xinbo Co., Ltd. released its H1 2026 semi-annual performance report, showing a trend of rising revenue without rising profit: during the period, it achieved operating revenue of 4.655 billion yuan, up 16.49% year-on-year; net profit attributable to shareholders posted a loss of 52.6395 million yuan, non-recurring net profit attributable to shareholders posted a loss of 98.7548 million yuan, both of which were profitable in the same period of 2025, marking a year-on-year turnaround from profit to loss.

Xinghui Environmental Materials: Net profit in H1 2026 reached 49.169 million yuan, up 89.25% year-on-year

2026/8/28 18:06:24

A-share listed company Xinghui Environmental Materials released its 2026 mid-year report: during the period, it achieved operating revenue of 481 million yuan, down 27.82% year-on-year; net profit attributable to shareholders was 49.169 million yuan, up 89.25% year-on-year; non-recurring net profit attributable to shareholders was 39.526 million yuan, up 62.73% year-on-year. The company’s board of directors simultaneously passed the distribution plan, proposing a cash dividend of 1 yuan per 10 shares (tax included), no bonus shares, and no capital reserve conversion to share capital.

Jinyi Cinemas: Net loss of 53.3034 million yuan in H1 2026, turning from profit to loss year-on-year

2026/8/28 18:06:20

[Short Finance Summary] The target involved is A-share listed company Jinyi Cinemas. Its released H1 2026 performance announcement shows that during the period, it achieved revenue of 381 million yuan, down 38.87% year-on-year; net profit attributable to shareholders posted a loss of 53.3034 million yuan, non-recurring net profit attributable to shareholders posted a loss of 102 million yuan, both profit indicators turned from profit to loss compared with the same period of 2025, and operating performance weakened significantly year-on-year.

Yingtong Communications: Net loss of 56.8836 million yuan in H1 2026, compared with a loss of 26.4961 million yuan in the same period last year

2026/8/28 18:06:15

A-share listed company Yingtong Communications released its H1 2026 performance announcement: during the period, it achieved operating revenue of 444 million yuan, up 12.57% year-on-year; net loss attributable to shareholders of the listed company reached 56.8836 million yuan, a significant expansion from the loss of 26.4961 million yuan in the same period last year; non-recurring net loss attributable to shareholders was 55.2287 million yuan, the loss scale is also higher than the same period last year.

Eastmoney 7×24

China Railway Construction Corporation: H1 net profit attributable to shareholders reached 8.69 billion yuan, down 18.8% year-on-year

2026/8/28 17:48:13

[Short Finance Summary] Target China Railway Construction Corporation released its H1 financial report on August 28: during the period, it achieved operating revenue of 428.438 billion yuan, down 12.42% year-on-year; net profit attributable to shareholders of the listed company was 8.69 billion yuan, down 18.8% year-on-year, basic earnings per share was 0.55 yuan. Both core operating indicators of revenue and net profit attributable to shareholders recorded double-digit year-on-year declines.

Tencent Holdings repurchased 659,000 shares on August 28

2026/8/28 17:48:09

Hong Kong stock target Tencent Holdings (00700.HK) implemented a share repurchase operation on August 28, repurchasing a total of 659,000 shares this time, corresponding to an expenditure of approximately 300 million Hong Kong dollars. Such large-scale repurchases usually send a signal that the company recognizes its own long-term value, which can not only reduce circulating share capital and increase earnings per share, but also convey positive expectations to the market and boost investor confidence.

Nanya New Materials: H1 2026 net profit reached 461 million yuan, up 428.8% year-on-year

2026/8/28 17:43:54

STAR Market listed company Nanya New Materials (688519.SH) released its H1 2026 semi-annual report: during the period, it achieved operating revenue of 4.224 billion yuan, up 83.23% year-on-year; net profit attributable to shareholders was 461 million yuan, a sharp increase of 428.8% year-on-year. The substantial performance growth is mainly due to the explosion of AI computing power demand driving high prosperity in the copper clad laminate industry, the company’s product volume and price both rose, and comprehensive gross profit continued to improve.

Legionnaires’ disease outbreak in Linz, Austria spreads, killing 3 people

2026/8/28 17:43:09

The Legionnaires’ disease outbreak in Linz, Austria has continued to spread recently. As of August 28, a total of 31 confirmed infections have been reported, including 3 deaths, 4 hospitalizations, and 1 patient in intensive care. Local relevant authorities newly detected Legionella bacteria in a cooling facility on August 27, and have not yet disclosed whether this site is related to the spread of this round of epidemic. Follow-up traceability and prevention and control work is still ongoing.

Institution: NVIDIA AI cabinet product generation shift, estimated NVL72 output value contribution will exceed 710 billion US dollars in 2027

2026/8/28 17:43:09

On August 28, TrendForce released an AI server industry research report: affected by the generation shift of NVIDIA AI cabinet products, the average selling price of the Vera Rubin system doubling that of GB300, coupled with expectations of price increases for core components such as upstream wafers and HBM, it is estimated that the total output value of the NVL72 series of cabinets will exceed 710 billion US dollars in 2027, with a year-on-year growth rate of 214%, which will drive the growth of AI data center supply chains such as ODM system manufacturers, power supply and heat dissipation.

Hong Kong stock listing of Red Avenue New Materials has been filed with the China Securities Regulatory Commission

2026/8/28 17:42:58

Short Finance Summary: The target is A-share listed company Red Avenue New Materials Group Co., Ltd. (securities abbreviation Red Avenue New Materials), its overseas issuance and listing application was recently approved for filing by the International Cooperation Department of the China Securities Regulatory Commission. The company plans to issue no more than 78.7249 million overseas listed ordinary shares to list on the Hong Kong Stock Exchange. At present, the relevant mainland regulatory pre-procedures for Hong Kong stock listing have been completed.

Yahoo Finance

Bank of America doubles down on Nvidia stock

2026/8/27 23:30:54

[Short Finance Summary] The target involved is NVIDIA 美股. Event: Bank of America recently released an industry research report, listing NVIDIA as the preferred target in the semiconductor sector, significantly raising its target price, doubling down on the future performance of NVIDIA stock, with the core basis that NVIDIA has a solid competitive advantage in the high-end GPU market amid the high growth of AI computing power demand. Impact: After the release of the research report, NVIDIA’s pre-market stock price rose sharply in the short term, which also boosted the market’s prosperity expectation for the AI computing power track.

Mortgage rate predictions through 2030: Economic factors at plays

2025/8/19 03:58:26

This research report focusing on the trend of mortgage interest rates before 2030 points out that inflation fluctuations, central bank monetary policy orientation, labor market prosperity, and housing supply and demand gap are the core economic factors affecting the interest rate trend. The relevant interest rate trend will directly affect residents’ housing purchase costs and the circulation efficiency of second-hand housing, and will also have a knock-on effect on the returns of housing credit assets, which can be used as a reference for decision-making on housing consumption and related investments.

Will the housing market crash in 2026? What the economy says

2024/7/6 01:00:38

Recently, the overseas financial community, combined with macroeconomic fundamentals, has conducted research and judgment on the hot topic of “Will the housing market crash in 2026?”: At present, employment in major global economies remains resilient, residents’ housing leverage ratio is generally controllable, and housing supply inventory is low, so there is no basis for a general housing market crash for the time being. However, some regions where previous housing price bubbles were relatively high and the transmission of interest rate hikes has not been fully released still face the risk of significant price adjustments.

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