Automatically crawled from Tonghuashun and Eastmoney via cron at 08:00 Beijing time daily, with summaries rewritten by Doubao. For information collation only, does not constitute investment advice.

Tonghuashun 7/24

National Data Bureau: Deep coupling formed between computing power network and the “five networks”

2026/8/29 13:40:00

During the 2026 Guiyang Digital Expo, relevant officials from the National Data Bureau stated at the “Integrated Data and Computing, Driving the Future” exchange event that the computing power network, water network, new power grid, new generation communication network, urban underground pipeline network, and logistics network form an organic whole with deep coupling and collaborative support. Latest data shows that as of the end of July, the total national intelligent computing scale reached 2.45 million PFLOPS, and the intelligent computing scale of the eight national computing power hubs and three computing-power-power collaborative development zones accounts for more than 85% of the national total.

Mid-Autumn Festival and National Day overlap, baijiu industry expected to see phased consumption growth

2026/8/29 13:01:05

Luzhou Laojiao disclosed at an analyst meeting that the baijiu industry was in a stock adjustment and weak recovery stage in the first half of the year, with demand leaning toward pragmatic personal consumption, and wine enterprises generally facing performance pressure. The company has actively optimized inventory and stabilized the price system, with bottle opening data flat year-on-year, and solid profitability and pricing power barriers. Industry differentiation will intensify in the second half of the year, and inventory will gradually return to a healthy range. This year’s overlapping double holidays are expected to bring phased consumption growth, and sales momentum is expected to pick up.

35,000 new foreign-invested enterprises established nationwide in the first half of the year, up 7.0% year-on-year

2026/8/29 12:02:21

The State Administration for Market Regulation released data on July 29: 35,000 new foreign-invested enterprises were established nationwide in the first half of the year, a year-on-year increase of 7%. At the regional level, the growth rate of capital attraction in major export provinces and border provinces has both risen; the number of newly established enterprises in China from countries co-building the “Belt and Road” increased by 19.3% year-on-year, effectively offsetting the decline in newly established enterprises from the US, UK and Japan, and consumer services have become a new direction for foreign investment layout.

US military enterprises may pay the price for the US-Canada trade war

2026/8/29 11:59:40

According to CCTV News citing a report from US media The Hill on August 28, during previous US-Canada trade negotiations, the US required Canada to purchase F-35 fighter jets and US-made radar aircraft to join the “Golden Dome” anti-missile project, and also required Canada to give the US priority purchasing rights for key minerals. Negotiations have now broken down and Canada has launched countermeasures. It is highly likely that subsequent changes will occur to Canada’s new national defense budget arms procurement and cooperation options, and US military enterprises may therefore suffer losses.

JA Solar: Continues to focus on base metal replacement technology, with multiple R&D routes in reserve

2026/8/29 11:52:26

JA Solar disclosed at a recent performance briefing that the company is laying out multiple R&D routes for base metal replacement technology. Its silver-coated copper technology is currently in the mass production pilot stage, and has not yet been applied on a large scale, as the economic advantage of this technology is not prominent at current silver prices, and its reliability still needs to be verified. Going forward, the company will promote the introduction of relevant technologies in a timely manner in combination with silver price trends and technology maturity.

Luo Qiang, Vice Governor of Guizhou Province: Total computing power scale in Guizhou exceeds 176 EFLOPS, with intelligent computing accounting for over 98%

2026/8/29 11:51:12

【Financial Brief】At the high-quality data set and data annotation themed event of the 2026 China International Big Data Industry Expo, Luo Qiang, Vice Governor of Guizhou Province, disclosed that there are currently 50 data centers under construction and in operation in Guizhou, with a total computing power scale exceeding 176 EFLOPS, and intelligent computing accounting for more than 98%; 135 data annotation enterprises have gathered locally, with more than 16,000 employees, demonstrating the construction results of local computing power infrastructure and AI supporting data services. (Source: Cailian Press)

Eastmoney 7/24

First cross-region transfer of land plot completed in Hunan

2026/8/29 13:52:00

【Brief】On the 28th, Hunan’s first cross-region transferred land plot “Xiangtan Cross 001” was successfully bid on the Changsha Natural Resources online trading system. The plot is located in the Jiuhua area of Xiangtan Economic and Technological Development Zone, in the core area of the Changsha-Zhuzhou-Xiangtan integrated city, and is an important bearing area for the Xiangjiang Science City. This transaction marks the “zero breakthrough” in the free cross-regional flow of land elements in Changsha-Zhuzhou-Xiangtan.

Shanxi Coking Coal: Almost all of the company’s mines have now resumed normal production

2026/8/29 13:40:16

Shanxi Coking Coal disclosed at a performance briefing that its Xiqu Mine, Malan Mine, Zhenchengdi Mine, and Ximing Mine were successively shut down in late July, due to safety accidents and expired license processing respectively, with shutdown periods ranging from several days to about one month, among which Xiqu Mine went through two shutdown and resumption processes. As of now, almost all of the company’s mines have resumed normal production.

Does the company have asset injection plans? Shanxi Coking Coal responds

2026/8/29 13:37:19

At a recent performance briefing, Shanxi Coking Coal responded to investors’ inquiries about “whether there are asset injection plans”, stating that the company continues to pay attention to high-quality coal resource targets within the group and inside and outside the province, and will promote merger and acquisition work in a timely manner after the relevant targets meet the asset screening standards of listed companies, with the relevant actions aimed at effectively creating value for all shareholders.

Hydrogen energy industry explores new track of hydrogen-powered drones

2026/8/29 13:31:55

In the first year of the 15th Five-Year Plan, the large-scale and commercial application of the hydrogen energy industry is accelerating, and its integration with low-altitude economy continues to expand application scenarios. From August 26 to 27, China’s first special competitive platform for hydrogen drone applications - the first National Hydrogen Drone Application Challenge was held in Ejin Horo Banner, Ordos. The event tested products of different technical routes in real operation scenarios, providing reference for relevant technology iteration and scenario implementation.

Mid-term dividends of 266.1 billion yuan! Social Security Fund and insurance capital heavily increase positions in bank stocks, China Life increases holdings of Bank of China by 360 million shares

2026/8/29 13:19:57

The total mid-term dividend of listed banks reached 266.1 billion yuan. The banking sector saw position increases from long-term funds in the second quarter: a total of 7 banks received increased holdings from insurance capital, among which China Life increased its holdings of Bank of China by 360 million shares, and the Social Security Fund and local state-owned assets also increased their holdings of bank stocks one after another. Industry insiders point out that bank stocks with high dividend attributes are an important component of long-term funds’ bottom positions, which can provide stable cash flow to hedge against fluctuations, and the allocation cost-effectiveness of the sector has improved after the adjustment in the first half of the year.

National Data Bureau: Deep coupling formed between computing power network and the “five networks”

2026/8/29 13:13:31

During the 2026 Digital Expo held in Guiyang, relevant officials from the National Data Bureau stated at the “Integrated Data and Computing Driving the Future” exchange event that the computing power network and the “five networks” (water network, new power grid, new generation communication network, urban underground pipeline network, logistics network) are an organic whole with deep coupling, mutual empowerment and collaborative support, clarifying the policy direction for subsequent layout in areas such as cross-network integration and computing power infrastructure.

Yahoo Finance

183-year-old giant tool company closes factory, lays off dozens

2026/8/29 00:03:00

The subject involved is an international established tool manufacturing giant with a 183-year history. The core event is that the company recently announced the closure of one of its production factories, and simultaneously laid off dozens of on-the-job employees. The official has not yet disclosed the specific reasons for the factory closure and layoffs or subsequent arrangements, and this move also reflects the operational pressure faced by the traditional tool manufacturing track under the current global demand contraction environment.

Tuniu (TOUR) Grew Packaged-Tour Revenue but Swung to an Operating Loss. What Went Wrong With Margins?

2026/8/28 06:58:09

【Financial Brief】The subject involved is 美股-listed online travel service provider Tuniu (stock code: TOUR). Its latest financial report shows that the revenue of the packaged tour segment achieved growth, but the current period’s performance turned from profit to loss, with an operating loss. The market is currently focusing on the specific causes of the sharp decline in its profit margins, and the subsequent effect of cost control and the pace of profit recovery will directly affect its secondary market valuation performance.

Nayax (NYAX) Is Paying 17x Adjusted EBITDA for IPS Group. Can $8M of Synergies Justify the Price?

2026/8/28 06:51:55

Payment technology company Nayax (美股 code: NYAX) recently promoted the acquisition of IPS Group, with the transaction consideration corresponding to 17 times the target’s adjusted EBITDA, and the valuation is at a relatively high level. The current core concern of the market is whether the total estimated synergies of 8 million US dollars disclosed in this transaction are sufficient to support the rationality of the acquisition pricing.