GMT EIGHT - OPPORTUNITIES IN CHINA

A-shares midday | The three major indices exhibited mixed performance, with a surge in consumer goods and agriculture stocks hitting their daily limits.

The market shows a divergent pattern with "index fluctuations, broad increases in individual stocks, strength in consumer goods and agriculture, and a correction in technology stocks."

Global bond market sell-off intensifies! Australian bond yields reach a fifteen-year high as traders bet on the RBA soon resuming interest rate hikes.

Due to the escalating global sell-off of sovereign debt and the ongoing exceeding of domestic inflation and consumption data expectations, Australia's benchmark government bond yield has risen to its highest level since 2011.

The Ministry of Finance's buying intervention is merely a drop in the bucket! In September, a wave of 215 billion yuan in corporate bond issuances is set to sweep in, and the favorable conditions for US treasury repurchases may be entirely offset.

Many investors do not expect the market to sustain a reversal, as the Treasury's bond-buying actions will be offset by the issuance of $215 billion in corporate bonds expected in September.

The Hong Kong dollar interbank offered rate generally declined, with the one-month interbank offered rate rising 1.399 basis points to 2.86399%.

On September 1st, Hong Kong dollar interbank rates generally fell, with the one-month interbank rate related to mortgage loans reported at 2.86399%, an increase of 1.399 basis points.

Value clues in the interim report of Horizon (09660): The "Arm + Android" model opens up long-term growth space.

As the platform model enters a period of deep realization, the release of scale effects and operational leverage will inevitably accelerate the conversion of Horizon's ongoing investments into a long-term competitive advantage.

From performance collapse to complete exit: The hidden main line behind the suspension storm of FU SHOU YUAN (01448).

On the evening of August 31, Fushouyuan (01448), which had been suspended for several months, issued a significant announcement: According to Article 105(h) of the companys articles of association, Wang Jisheng was formally removed from his position as a director and his service as an executive director was terminated.

SHIMAO SERVICES (00873) Mid-term Performance Insight: Lean Management Lays the Foundation, Technology and Diversity Drive Value Transformation in Tandem

Lean management solidifies the operational foundation, while AI empowerment initiates a new cycle of value growth.

Zhenjiankang Medical (02697) has signed sales contracts worth nearly 100 million! Leading the accelerated development of the Siasun Robot & Automation segment in puncture surgery.

A billion-level major order has been received in the surgical robot sector.

The AI dividend continues to be released! South Korea's exports maintained a strong growth trend in August, with chip exports soaring by twofold.

Against the backdrop of continued demand for artificial intelligence (AI) driving chip exports and injecting strong momentum into the overall economy, South Korea's exports maintained a robust growth trend in August.

VIRTUAL MIND (01520) has launched the MokenLogic macOS preview version.

On September 1, Tianji Holdings Limited (01520) announced that the official website for its artificial intelligence product brand MokenLogic, mokenlogic.com, is now online for trial operation, and the preview version of MokenLogic Harness for macOS is available for download.

New IPO NewsAfter 18 years of deep cultivation in pain management, Hong Kong Pain Management Centre Yuhkangnuo International has submitted its application to the Hong Kong Stock Exchange Main Board.

Hong Kong pain management solution provider YKNO International Health Limited (hereinafter referred to as "YKNO International") has submitted a listing application to the main board of the Hong Kong Stock Exchange, with Kan Chuen Financing Limited acting as the exclusive sponsor.

National Energy Administration: By the end of July, China's installed capacity for photovoltaic power generation reached 1.286 billion kilowatts, surpassing coal power for the first time.

As of the end of July this year, the installed capacity of photovoltaic power generation in China has reached 1.286 billion kilowatts, surpassing the installed capacity of coal power generation for the first time.

Goldman Sachs has raised its market size forecast for humanoid Siasun Robot & Automation by four times, with e-commerce warehouses and automotive production lines being the earliest applications.

Goldman Sachs has significantly raised its forecast for humanoid robot shipments in 2030 from 256,000 units to 890,000 units, and for 2035 from 1.4 million units to 6.5 million units, corresponding to a market size of $138 billion.

Guangzhou Automobile Group (02238) First Half of 2026: Steady Revenue Growth, Overseas Sales Doubled to Become the Primary Growth Driver

The automotive industry is experiencing strong organic growth, with revenue from overseas markets doubling, creating a primary growth curve. GAC Group (02238) is restructuring its fundamental value by investing in the AI+ industrial sector for multi-track growth.

A-share Opening Report | The Shanghai Composite Index opened down 0.16%, with media and agriculture leading the gains.

On September 1, the Shanghai Composite Index opened down 0.16% at 3979.88 points.

Household storage takes the crown, power advances: The "three-pronged" logic behind REPT BATTERO (00666) mid-term report.

Against the backdrop of rapid global expansion in energy storage and steady growth in power batteries, Ruipu Lanjun, holding two aces: the global leader in household storage and a significant rise in power battery rankings, is standing at the starting point of a new growth phase.

Trump locks in massive oil from Venezuela! Experts pour cold water: All gas stations in the U.S. will still see "the most expensive Labor Day in history."

Energy industry experts indicate that American drivers will not see a drop in oil prices due to the massive oil agreement reached by President Trump with Venezuela.

BASICSEMI (09971) released its first interim report: Gross profit margin turned positive against the trend, and industrial modules surged by 2825%.

In a period where the industry is generally facing challenges with gross margins, Basic Semiconductor has not only achieved steady revenue growth but has also made a historic leap in gross margin from negative to positive, establishing its benchmark position in the silicon carbide sector.

The continuous optimization of the business structure highlights operational resilience, and the undervalued TIAN LUN GAS (01600) demonstrates its investment value.

The steady growth of revenue not only reflects the robustness of Tianlun Gas's business fundamentals but also highlights the operational resilience demonstrated in its strategic upgrade from a city gas supplier to a comprehensive energy service provider.

LAEKNA-B(02105): LAE118 (a novel PI3K pan-mutant selective inhibitor) First patient enrolled in Phase I clinical study.

Laikang Pharmaceutical-B (02105) announced that the Group has launched the Phase I clinical study (Phase I clinical study) of LAE118 for the treatment of advanced solid tumors in China, and the first subject has been enrolled.

Brokerage Morning Meeting Highlights | Relatively undervalued varieties are more worthy of allocation.

CITIC Securities believes that varieties with relatively low valuations are more worthwhile to allocate.

Baidu Group-W (09888) announced a dual primary listing on the Main Board of the Hong Kong Stock Exchange.

Baidu Group-W (09888) announced that the voluntary transition of its secondary listing status on the Hong Kong Stock Exchange to a dual primary listing status has taken effect today. The company is now dual primary listed on both the Hong Kong Stock Exchange and the Nasdaq Global Select Market.

BeOne Medicines Ltd. (06160) has reached an agreement with the United States to expand the accessibility of innovative oncology drugs.

BeiGene (06160) announced today that it has voluntarily reached an agreement with the U.S. government aimed at helping more eligible patients access innovative drug treatments.

New Stock News | Tongbo Technology Re-applies to the Hong Kong Stock Exchange as the World's Tenth Largest Electrolytic Copper Foil Manufacturer

According to a disclosure by the Hong Kong Stock Exchange on August 31, Jiangxi Tongbo Technology Co., Ltd. (referred to as: Tongbo Technology) has submitted a listing application to the main board of the Hong Kong Stock Exchange again, with Guotai Junan Securities (Hong Kong) as its sole sponsor.

New Stock News | Jiazhite Technology Files for Listing on the Hong Kong Stock Exchange as One of the Top Ten Intelligent Mobile Siasun Robot & Automation Companies Worldwide

According to a disclosure by the Hong Kong Stock Exchange on August 31, Zhejiang Jiazhi Technology Co., Ltd. (referred to as Jiazhi Technology) has submitted a listing application to the main board of the Hong Kong Stock Exchange, with China International Capital Corporation as its sole sponsor.

The upcoming auction of Japan's ten-year government bonds is approaching: the yield is nearing the 3% threshold, with expectations of central bank interest rate hikes becoming the focal point.

The 10-year government bonds that Japan auctioned on Tuesday will test market demand for this key maturity segment.

New Stock News | Prolife Pharmaceuticals submits a secondary application to the Hong Kong Stock Exchange; its core product PL-5 is the world's first cationic antimicrobial peptide drug to submit an NDA.

Platinum Pharmaceuticals (Jiangsu) Co., Ltd. (referred to as: Platinum Pharmaceuticals) has submitted a listing application to the Hong Kong Stock Exchange, with Citic Securities as its sole sponsor.

Trump boasts that "the U.S. economy can grow by 20%" and claims the Federal Reserve should not raise interest rates.

During the announcement of a plan to lower prescription drug prices in the Oval Office, U.S. President Trump stated that the U.S. economy could grow at rates of 14%, 15%, 16%, or even 20%, emphasizing that such rapid growth should not prompt the Federal Reserve to raise interest rates.

Cango Inc Sponsored ADR (CANG.US) reported a Q2 total revenue decline of approximately 50%, with 656 bitcoins mined.

Canhu announced its financial results for the second quarter of 2026.

KAISUN HOLDINGS (08203) announced its interim results, reporting a loss attributable to shareholders of HKD 6.78 million, a year-on-year decrease of 72.26%.

Kaisun Holdings (08203) announced its interim results for the six months ending June 30, 2026. The group recorded revenue of HK$360 million, an increase of 8.97% year-on-year; the loss attributable to shareholders narrowed to HK$6.78 million, a reduction of 72.26% year-on-year; and the loss per share was HK$0.0116.

Castle Securities sounds the alarm: The "September curse" combined with cheap options has sharply deteriorated the short-term risk-reward outlook for U.S. stocks.

September is typically the worst-performing month for the U.S. stock market, with the S&P 500 index's average monthly return at its lowest level of the year. Now, option prices are at their cheapest levels of the yearcombined, this makes the risk-reward ratio for buying downside protection quite attractive.

New Stock News | ProLife Pharma Submits Second Application to Hong Kong Stock Exchange

Plai Medical (Jiangsu) Co., Ltd. (referred to as: Plai Medical) has submitted a listing application to the main board of the Hong Kong Stock Exchange, with CITIC Securities as its sole sponsor.

New Stock News | Tongbo Technology Resubmits Application to Hong Kong Stock Exchange

According to the information disclosed by the Hong Kong Stock Exchange on August 31, Jiangxi Copper Technology Co., Ltd. (referred to as: Copper Technology) has once again submitted a listing application to the main board of the Hong Kong Stock Exchange, with Guotai Junan Securities (Hong Kong) as its sole sponsor.

Overnight US stocks | The three major indices recorded gains in August, with artificial intelligence stocks performing outstandingly. Nvidia has accumulated a rise of over 9% this month.

As of the market close, the Dow Jones Industrial Average fell 373.85 points, a decrease of 0.70%, closing at 53,186.14 points; the S&P 500 index dropped 25.42 points, a decline of 0.33%, closing at 7,686.34 points; the Nasdaq Composite Index decreased by 31.53 points, a decline of 0.12%, closing at 26,370.89 points.

The US dollar has weakened for the second consecutive month! Increased repurchase of US Treasury bonds has raised policy concerns, and Wall Street expects further declines in September.

The US dollar weakened for the second consecutive month in August, and the Treasury Department plans to accelerate the repurchase of government bonds, raising new concerns among overseas investors about the direction of US policy and rekindling speculation in the market that the Trump administration's policies may lean towards a weaker dollar.

The hawkish statement from Waller stirs the market, JP Morgan temporarily abandons its bullish outlook on US stocks, and will shift to a cautious wait-and-see approach in the coming weeks.

J.P. Morgan's trading team has temporarily abandoned its previous bullish stance on U.S. stocks and has instead adopted a cautious attitude towards market trends in the coming weeks.

Countermeasures against U.S. tariffs may "harm ourselves by 800." Oxford Economics: Canadas economic output may decrease by 0.3% by 2027.

The Oxford Economics Institute warns that the new round of retaliatory tariffs against the U.S. planned by Canada to be implemented on September 8, while providing protection for some domestic manufacturers, may overall put more industries under pressure from rising costs and drag down Canada's economic growth.

YIK WO INTL (08659) announced its interim results, reporting a loss of 8.599 million yuan during the period, a reversal from profit to loss compared to the same period last year.

Easyand International Holdings (08659) announced its results for the six months ending June 30, 2026. During this period, the group achieved revenue of 60.401 million yuan, a decrease of 44.85% year-on-year; it reported a loss of 8.599 million yuan, reversing from profit to loss compared to the same period last year; basic loss per share was 1.09 cents.

Adnoc's Ruwais refinery has resumed full capacity operations, and the increase in diesel exports is expected to alleviate supply pressures in Europe.

According to informed sources, the Ruwais refinery, a subsidiary of the Abu Dhabi National Oil Company, has resumed full capacity operations.

SUPERROBOTICS (08176) announced its interim results, reporting a loss attributable to shareholders of HKD 3.4 million, a year-on-year decrease of 41.1%.

Superman Intelligent (08176) announced its mid-term results for 2026, with revenues of HKD 8.152 million, an increase of 58.9% year-on-year; the loss attributable to the companys owners narrowed to HKD 3.4 million, down 41.1% year-on-year; basic loss per share was HKD 0.48.

METASURFACE (08637) released its interim results, with a net profit attributable to shareholders of SGD 3.705 million, a decrease of 57.69% compared to the same period last year.

Yuanxu Technology (08637) announced its interim results for the six months ended June 30, 2026, reporting revenue of S$26.978 million, an increase of 8.93% year-on-year; net profit during the period was S$3.705 million, a decrease of 57.69% year-on-year; earnings per share were 2.47 Singapore cents.

PLATEAU TL (08402) announces its interim results, reporting a net loss of approximately SGD 297,300, narrowing by 89.15% year-on-year.

Gaoyuan Zhibao (08402) announced its interim results for 2026, with revenue of approximately S$7.0198 million, a year-on-year increase of 44%; a net loss of approximately S$297,300, a year-on-year narrowing of 89.15%; basic loss per share of 0.06 Singapore cents.

JLOGO HLDGS (08527) announced its interim results, reporting a shareholder loss of SGD 1.045 million, an increase of 40.27% year-on-year.

Jubilant Holdings (08527) announced its interim results for the six months ended June 30, 2026, with a group revenue of SGD 4.138 million, a year-on-year decrease of 28.97%; a loss attributable to shareholders of SGD 1.045 million, which expanded by 40.27% year-on-year; and a loss per share of 0.21 Singapore cents.

LAJIN ENT (08172) released its interim results, reporting a loss attributable to shareholders of HKD 13.914 million, an increase of 66.1% year-on-year.

Lajin Entertainment (08172) released its mid-term results for 2026, with revenue of HKD 3.632 million, an increase of 69.32% year-on-year; the loss attributable to equity holders of the parent company was HKD 13.914 million, an increase of 66.1% year-on-year; and the basic loss per share was HKD 0.0331.

YING HAI GROUP (08668) announced its interim results, reporting a net loss of HKD 15.253 million, an increase of 1413.2% year-on-year.

Yinghai Group (08668) announced its interim results for 2026, with revenue of HK$50.044 million, a year-on-year decrease of 2.8%; a net loss of HK$15.253 million, a year-on-year increase of 1413.2%; basic loss per share of HK$0.0127.

Teda Biological (08189) announced its interim results, with a profit attributable to shareholders of 10.2083 million yuan, marking a year-on-year turnaround to profitability.

Teda Biotechnology (08189) announced its interim results for the six months ending June 30, 2026, with a revenue of 296 million yuan, an increase of 30.75% year-on-year; profit attributable to owners of the company was 10.2083 million yuan, compared to a loss of 6.4264 million yuan in the same period last year; earnings per share were 0.048 yuan.

CCOE (08286) announced its interim results, with a shareholder's loss of 8.89 million yuan, an increase of 116.25% year-on-year.

Great Wall Micro Light (08286) announced its interim results for the six months ended June 30, 2026, with revenue of 7.777 million yuan (RMB, the same below), a year-on-year decrease of 10.22%; the loss attributable to shareholders was 8.89 million yuan, an increase of 116.25% compared to the previous year; basic loss per share was 0.029 yuan.

Haitian Tianxian (08227) announced its interim results, reporting a net loss attributable to shareholders of approximately 4.9797 million yuan, an increase of 13.68% year-on-year.

Haitian Tianxian (08227) announced its mid-term results for 2026, with total operating revenue of approximately 1.61 million yuan, a year-on-year decrease of 71.16%; the net loss attributable to the owners of the parent company was approximately 4.9797 million yuan, a year-on-year increase of 13.68%; basic loss per share was 0.00262 yuan.

ZHONGSHI MINAN (08283) announced its interim results, reporting a loss attributable to shareholders of 2.651 million Singapore dollars, an increase of 22.9% year-on-year.

Zhongshi Min'an (08283) released its interim results for 2026, with revenue of 8.26 million Singapore dollars, an increase of 0.6% year-on-year; the loss attributable to equity holders of the parent company was 2.651 million Singapore dollars, an increase of 22.9% year-on-year; basic loss per share was 0.94 Singapore cents.

CHINA CBM (08270) released its interim results, with a profit attributable to shareholders of 79.433 million yuan, turning from a loss to a profit year-on-year.

China Coalbed Methane (08270) announced its interim results for the six months ending June 30, 2026. The group's revenue was RMB 40.84 million, representing a year-on-year increase of 164.83%. The profit attributable to shareholders was RMB 79.433 million, turning from a loss to a profit compared to the previous year. Earnings per share were 20.34 cents.

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