GMT EIGHT - OPPORTUNITIES IN CHINA

CHANJET (01588) will distribute a mid-term dividend of 0.14 yuan per share on October 29.

Changjietong (01588) announced that the company will distribute an interim dividend of 0.14 yuan per share on October 29, 2026.

LIVZON PHARMA (01513) plans to distribute a special interim dividend of 10.20 yuan for every 10 shares.

Lizu Pharmaceutical (01513) announced that in the first half of 2026, the company maintained a good operational performance and profit level. The cumulative undistributed profits are high, monetary funds are sufficient, and the asset-liability structure is stable. The existing funds can cover research and development investments as well as daily operational needs. To reward all shareholders for their long-standing trust and support for the company, the board of directors has resolved to declare a special interim dividend of RMB 10.20 per 10 shares (tax included), totaling approximately RMB 906 million (tax included) in special interim dividends.

PACIFIC LEGEND (08547) issues a profit warning, expecting an annual loss attributable to shareholders of not less than HKD 49 million.

PACIFIC LEGEND (08547) announced that the Group expects the loss attributable to shareholders to significantly increase from approximately HK$5.2 million for the eighteen months ending June 30, 2025, to not less than approximately HK$49 million for the year ending June 30, 2026.

NEW VISION CO (02632): First to secure model designation from a leading German automotive company.

Zejing Co., Ltd. (02632) announced that the company has first entered the global supply system of a leading German automobile enterprise (the client) and has secured a project allocation for a certain model of the client that targets the global market. The company will develop and provide HUD (Head-Up Display) products for this client. According to the client's plan, mass production is expected to commence in 2028.

Borrowing from Wall Street to London! Amazon.com, Inc. (AMZN.US) issues pound bonds for the first time, rebutting the AI bubble with diversified financing needs.

Amazon has commissioned a bank for its first issuance of bonds in pounds, which is expected to launch as early as Wednesday. Meanwhile, global tech giants are continuously raising funds to support the development of artificial intelligence.

PATEO (02889) has become the first to be designated by a leading enterprise in the high-end new energy two-wheeler sector, expanding its multi-vehicle intelligent layout to a new territory.

Recently, Botai Automotive has received an official project allocation notification from a leading domestic high-end new energy two-wheeler company, being selected as a supplier for their brand-new high-end model. Botai Automotive will provide a complete solution for the world's first automotive full-scene smart interactive system (a voice-interactive system for vehicles) that holds comprehensive independent intellectual property rights.

The Australian dollar against the New Zealand dollar has reached a 13-year high! The divergence in policies between the Australian and New Zealand central banks is intensifying, leading to an increase in interest rate differential trading.

The Australian dollar has risen to a 13-year high against the New Zealand dollar, mainly driven by the divergent interest rate outlooks of the two countries' central banks and the increase in metal prices.

HING YIP HLDGS (00132) subsidiary signs financing lease with Guangdong Rongtian Environmental Protection Development.

Xingye Holdings (00132) announced that on September 8, 2026, its subsidiary, Lujin Leasing, entered into a finance lease with the lessee (Guangdong Rongtian Environmental Protection Development Co., Ltd.) to acquire ownership of assets from the lessee for a consideration of RMB 10 million. These assets will be leased back to the lessee for its use and possession, with a lease term of six years. The assets include several designated sewage treatment equipment and facilities located in Qingyuan City, Guangdong Province, China.

WKK INTL (HOLD)(00532): The net operating revenue of Taiwan Port Construction for the first 8 months is approximately NT$1.136 billion, a year-on-year decrease of 22.21%.

WKK INTL (HOLD)(00532) announced that the net operating revenue of Taiwan Port, built in August 2026, is approximately NT$122 million, a year-on-year increase of 48.12%; the net operating revenue for the first eight months is approximately NT$1.136 billion, a year-on-year decrease of 22.21%.

The UK has been the most "hurt" amid the global bond market sell-off: borrowing costs may hit their highest level in nearly thirty years, and pressure is mounting ahead of the new Chancellor's budget proposal.

Driven by a global bond sell-off that has led to a significant surge in yields and increasing pressure on government finances, the UK is about to face its highest debt issuance costs since at least 1998.

PATEO (02889): First to secure a project appointment with a leading enterprise in high-end new energy two-wheeled vehicles.

(02889) announced that the company has recently received a formal project designation notice issued by a leading domestic high-end new energy two-wheeled vehicle company (the client), being chosen as the supporting supplier for its brand new high-end model. For the project's implementation, the company will provide a complete solution for its globally innovative and fully proprietary automotive all-scenario intelligent interaction system (a voice-interactive vehicle system).

"When will KINTOR PHARMA-B (09939) reach a critical point for valuation reversal after the bottom consolidation and trend rebound?"

On September 7, before the market opened, Kintor Pharmaceutical-B (09939) announced that the long-term safety trial in humans for its self-developed novel and highly effective tyrosinase inhibitor KT-939, which inhibits melanin production, successfully concluded on September 4, 2026.

The wave of "Going to Hormuz" has spurred the revival of Suez! The roundabout navigation bonus has increased canal revenue by 42%.

Due to the closure of the Strait of Hormuz caused by the Iranian war and the threat from the Houthis in the southern Red Sea, more ships are using the Egyptian passage, resulting in a 42% increase in revenue for the Suez Canal in July compared to the same period last year.

HKEX (00388) and LME have been named as defendants in a new claim regarding nickel trading brought by Elliott.

The Hong Kong Stock Exchange (00388) announced that Elliott Associates, L.P. and Elliott International, L.P. (collectively referred to as "Elliott") filed a claim with the London Metal Exchange (LME) and LME Clear Limited (LME Clear), both wholly owned subsidiaries of the Hong Kong Stock Exchange, regarding the decision to cancel all nickel contract trades executed on or after 00:00 British time on March 8, 2022 (the 2022 judicial review claim).

Hong Kong Innovation and Technology Bureau: The Hong Kong government is formulating the city's first five-year plan, with innovation, technology, and industrial development as key components.

In order to better align with the national strategy, the SAR government is formulating Hong Kong's first five-year plan, with innovation, technology, and industrial development as key components.

As of the end of August, COCOON HOLDINGS (00428) had a net asset value per share of approximately HKD 0.92.

China Tiansong Holdings (00428) announced that as of August 31, 2026, the unaudited net asset value per share of the company is approximately HKD 0.92.

A-shares Closing Review | Shanghai Composite Index Slightly Up, ChiNext Weakens, Sugar and Agricultural Chains Surge to Limit Up

On September 8, the three major indices of A-shares showed mixed performance, with the Shanghai Composite Index slightly up and the ChiNext Index weakening.

World Intellectual Property Organization: The "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranks first in the world again in 2026.

On September 8, the World Intellectual Property Organization announced the top 100 innovation clusters in the "2026 Global Innovation Index," with the "Shenzhen-Hong Kong-Guangzhou" cluster ranking first in the world again.

Hong Kong Goldsmiths Association Report: It is recommended that Hong Kong establish a full-cycle capital formation center.

On September 8, the Hong Kong Financial Services and the Treasury Bureau released the report "A Joint Action Plan to Build Hong Kong into a Global Capital Hub 2.0: Charting the Course for Hong Kong's Capital Markets."

The Secretary for Development of Hong Kong, Wong Wai-lun: In the next five years, around 70,000 housing units and approximately 1 million square meters of commercial floor space will be provided in the North District.

On September 8, Hong Kong Secretary for Development Ning Hanhao stated at the Sing Tao Real Estate Development Trends Forum 2026 that the Northern Metropolis, after several years of planning and construction, has officially entered the harvest phase.

Multiple departments issue a notice to expand the scale of basic medical insurance coverage for flexible employment workers and other groups.

Recently, the National Healthcare Security Administration, the Ministry of Finance, the Ministry of Transport, and four other departments jointly issued a notice to launch a special action to improve the participation of flexible employment workers, migrant workers, and new employment form personnel in basic medical insurance.

As gasoline prices in the U.S. hit a historic high ahead of Labor Day, Trump made a high-profile statement to reassure public opinion: post-war oil prices will crash below $2.

Trump expects that after the Iran conflict, oil and gas prices will fall below $2.

Lijia Ge (Commercial Property): In August, the transaction volume of commercial properties in Hong Kong decreased by 15.2% month-on-month.

In August 2026, Hong Kong recorded a total of 408 transactions for commercial property sales and purchases, a decrease of 15.2% from the 481 transactions in July, marking a decline for two consecutive months and setting a new six-month low.

HSBC and Deutsche Bank both issued warnings: the market's "non-stick" resilience is difficult to maintain, and there are undercurrents of corporate taxes and debt risks.

In recent years, the global market has repeatedly withstood multiple shocks, but HSBC believes that several potential variables may ultimately break this resilient situation.

The "Assisted Reproductive Code" Behind the Greater Bay Area: JXR (01951) Seizes the Opportunity to Cultivate the First "Ten Thousand Cycle" Super Leader

The largest assisted reproductive medical institution in China, Jinxin Reproductive (01951), is establishing a layout with "one hospital and two centers" through Shenzhen Zhongshan Obstetrics and Gynecology Hospital, Hong Kong Grateful Medical Center, and Jinxin Medical Technology Innovation Center. The Southern headquarters has been set up in Shenzhen, which is expected to further integrate the resources of service and research advantages in the Greater Bay Area, while also introducing leading industry technologies, academic expertise, and management resources from Southeast Asia, Europe, and the United States, to build a super assisted reproductive medical hub that serves the Greater Bay Area and radiates to Southeast Asia and international markets.

The decline of the weak yen! Japanese automakers' profits may face significant pressure, with Toyota likely to be the biggest victim.

Toyota and other Japanese automakers are facing the risk of profit loss as the yen's exchange rate has risen to its highest level in over six months.

A major deal has emerged in the AI computing power sector! Firmus and OpenAI have signed a long-term agreement for data center capacity in Malaysia.

Firmus announced on Tuesday that it has signed a multi-year agreement with artificial intelligence (AI) giant OpenAI to provide computing power from its two data centers in Malaysia, making the ChatGPT developer its anchor customer.

Vitol CEO warns: Ongoing war drags on, strong signals of tightening supply in refined oil releases.

Russell Hardy, CEO of Vitol Group, stated at the Asia-Pacific Oil Conference hosted by S&P Global Energy in Singapore that the refined oil market is sending strong signals of tighter supply, while the outlook for crude oil remains relatively stable.

"AI consciousness Siasun Robot & Automations first stock," Youdi Siasun Robot & Automation (03231), this global leader in commercial AI Siasun Robot & Automation is making Siasun Robot & Automation work 24/7!

The Hong Kong stock market's robotics sector is about to welcome the "first stock of AI Consciousness Robotics" UDI Robotics (03231).

Review of the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect in the first half of 2026: The daily average turnover of the Shanghai and Shenzhen Stock Connect reached 345.3 billion yuan, more than doubling year-on-year.

On September 7, the Hong Kong Stock Exchange released the review of the Shanghai-Shenzhen-Hong Kong Stock Connect for the first half of 2026.

Hong Kong Innovation and Technology Bureau: The He Tao Innovation Park gathers global wisdom, connects regional resources, and helps advance the transformation of the innovation and technology industry.

On September 8, at the Hong Kong Star Island Real Estate Development Trends Forum 2026 titled "Leveraging the Strategic Value of He-Tao: From Industry Chain to Talent Flow," the Permanent Secretary for Innovation and Technology of the Hong Kong Special Administrative Region, Tsai Kit Ming, delivered a speech.

HKEX's Yu Xueqin: The future development of connectivity will shift from considering "access" to "usage," focusing on assisting long-term capital allocation.

At the Hong Kong Stock Exchange (00388) China Opportunities Forum held in Shanghai, market executive Yu Xueqin stated that the connectivity mechanism has successfully completed the "connection" task between the mainland and Hong Kong markets over the past decade. He anticipates that the focus of development in the next 3 to 5 years will shift from merely considering "connectivity" to "utilization."

Hong Kong's investment product sales hit a record high, with strong demand for fixed income, currency, and commodity-related products.

The growth momentum comes from record market participation and strong demand for fixed income, currency, and commodity-related products.

SENASIC (06675) included in Hong Kong Stock Connect: A rare target for Physical AI edge computing.

Starting from September 7, SENASIC Banjie (06675) has officially been included in the list of Hong Kong Stock Connect eligible stocks.

SR MEDICAL (00108) Sees Over 30% Revenue Growth: The Transformation of an AI Smart Medical Strategy into a New Era.

Chunyu Medical's AI-driven transformation in healthcare has achieved remarkable results, with mid-2026 revenue surging over 30%.

GUSHENGTANG (02273): Full-time Reconstruction of the Commercial Foundation, A New Era of Value Reassessment Begins

The proportion of incremental self-owned doctors has exceeded 40%.

A-shares at noon | The Shanghai Composite Index rose by 0.36%, with a surge in limit-up stocks in the fertilizer and agriculture sectors; Heilongjiang Publishing & Media Holdings has achieved seven consecutive trading limits.

The market presents a differentiated pattern of "index fluctuations varying, rapid rotation of hotspots, and agricultural fertilizers leading the gains."

Lululemon (LULU.US) plunged 18% after earnings, having already halved this year. Analysts believe the opportunity to buy the dip has not yet arrived.

Lululemon (LULU.US) saw its stock price plummet by 18% to around $100 after reporting another dismal quarterly earnings.

$6 billion deal falls through! It is reported that Anthropic has abandoned the acquisition of Israeli AI startup Decart AI.

According to informed sources, AI giant Anthropic has decided to abandon its acquisition of Israeli AI infrastructure startup Decart AI.

Chen Yiting: In the first eight months, Hong Kong's IPO fundraising exceeded HKD 340 billion, surpassing last year's total.

This year, Hong Kong's new stock market continues its strong momentum. By the end of August, 104 companies have gone public in Hong Kong, raising over HK$340 billion, surpassing the total amount for the entire last year.

Korean companies' preferred shares are trading at a discount of 45%, the widest in ten years. Samsung's 110 trillion won buyback program may alleviate the "Korean discount."

Samsung Electronics' highly anticipated stock buyback plan is leading investors to expect that the South Korean giant will purchase non-voting preferred shares, thereby narrowing its steep discount and setting a precedent for other companies.

Despite outstanding performance, Broadcom Inc. (AVGO.US), the "king of AI custom chips," has a valuation lower than its peers. Is it a value trap?

Analysis shows that Broadcom is currently undervalued.

Hong Kong interbank rates showed mixed movements, with the one-month HIBOR rising by 3.744 basis points to 2.89220%.

On September 8, the Hong Kong dollar interbank offered rate showed mixed movements, with the one-month interbank rate related to mortgage loans reported at 2.89220%, an increase of 3.744 basis points.

BYD Company Limited (01211) Mid-Year Report Decoding: Technical Fishpond + High-End Strategy + Export Triad Resonance, Accelerating Globalization

In the first half of 2026, BYD achieved an operating revenue of 344.8 billion yuan and a net profit attributable to shareholders of 12.3 billion yuan.

CMSC International: Hong Kong stocks may maintain fluctuating movements; it is recommended to combine high dividend and quality technology stock strategies.

The bank recommends adopting a strategy that combines high dividends with quality technology, while telecommunications, utilities, energy, and centrally-owned state-owned enterprises with stable cash flows can continue to serve as the core holdings.

Continuing the rapid growth trend, Chinas foreign trade grew by 17.6% in the first eight months.

On September 8, the General Administration of Customs released data showing that in the first eight months of this year, China's total import and export value of goods reached 34.78 trillion yuan, with a year-on-year growth rate continuing to rise to 17.6%.

Strong non-farm payrolls ignite hawkish expectations on Wall Street! UBS joins the "hawkish shift" ranks: from predicting "no change for the year" to rate hikes of 25 basis points in September and December.

UBS predicts that the Federal Reserve will raise interest rates twice in 2026 following a strong non-farm payroll report.

Concerns over interest rate hikes coupled with rising fuel costs push Australia's consumer confidence index close to the extreme pessimism range.

Due to rising fuel costs and concerns that the Reserve Bank of Australia will raise interest rates again, consumer confidence in Australia plummeted significantly in September, approaching a level of extreme pessimism once more.

Upcoming IPO| Yuchai Marine Electric: The largest supplier of large generators for power generation in China, with cash on hand of 1.3 billion yuan.

The largest supplier of large generators for power generation in China has shown strong performance growth, with revenue maintaining double-digit growth and profitability continuing to rise. Will Yuchai Ship Electric be able to smoothly go public after reapplying to list on the Hong Kong Stock Exchange?

A-share opening news | Three major indices show differentiation at the opening, agricultural substitute sugar concept strengthens.

Today, the three major A-share indices opened with mixed results. The Shanghai Composite and Shenzhen Composite indices opened slightly higher, while the ChiNext and STAR Market 50 opened slightly lower.

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18/08

Citigroup: Initiates "Buy" rating for Zijin Mining International (02259), optimistic about production growth and gold price outlook.

18/08

Ganfeng Lithium: Progress on Subsidiary's Involvement in Investment Limited Partnership Matters

18/08

Zhichun Technology (603690.SH) plans to transfer part of its shares in the affiliated company Weidun Crystal Phosphate for 20 million yuan.

18/08

Xiamen Releases Twelve Measures to Promote Exchange and Cooperation with Taiwan

18/08

Yuncong Technology: The company is deeply involved in the national standardized pilot project "Shanghai Virtual-Real Integration Embodied Intelligence Training Ground" and the "Humanoid Robot Qilin Training Ground" project.

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