MarsBit Reports Key Pre-Market A-Share News for July 22

Huo Xing Finance News, July 22: Pre-market headlines for A-shares: 1. From the afternoon of July 20 to July 21, the China Securities Regulatory Commission (CSRC) held a series of symposiums with listed companies, industry institutions, and experts to gather opinions and suggestions. At the meeting, CSRC officials stated that they would carefully study and incorporate all feedback, proactively respond to market concerns, enhance the intrinsic stability of the market, improve long-term mechanisms for protecting investors’ lawful rights and interests, and better promote the long-term, steady, and healthy development of the capital market. 2. According to the Beijing Municipal Commission of Economy and Information Technology, in the second half of the year, the supply capacity of intelligent computing power will be further enhanced. A “super node + industry node” support system will be established, aiming to add 50 petaFLOPS of intelligent computing power in the second half of the year and exceed a total computing capacity of 130 petaFLOPS by year-end. 3. The Central Committee for Cybersecurity and Informatization issued the “Implementation Plan for Deepening IPv6 Technology Innovation and Integrated Application (2026–2030).” By 2027, end-to-end IPv6 connectivity will be significantly improved, with important phased achievements in technology innovation and integrated applications. The number of active IPv6 users is expected to reach 900 million, with IPv6 network traffic accounting for 38%. 4. The Secretariat of the Industry Standard Working Group for Lithium-Ion Batteries and Similar Products under the Ministry of Industry and Information Technology has established a standard project team and completed the draft for public comment. It has been decided that a meeting to discuss the draft standards for 10 solid-state lithium-ion battery industry standards will be held on July 27–28, 2026. 5. On July 21, U.S. President Trump told reporters during a meeting with visiting Lebanese President Aoun at the White House that the United States would soon launch a strike on Iran’s “Mount Spade” underground facility south of Natanz, and that the strike would be “very fierce.” 6. The U.S. Trade Representative hinted that the federal government will soon introduce new tariff policies to replace the expiring 10% global import tariff. 7. U.S. President Trump posted on social media that starting August 1, 2026, all generic drugs imported into the United States will continue to be subject to zero tariffs for the next two years. After the two-year period, these products will be subject to a 100% tariff for one year; thereafter, tariffs will rise further to 200%. 8. NVIDIA announced that its Vera Rubin platform, designed for “gigawatt-scale AI factories,” is expanding globally. CoreWeave’s testing showed that Vera Rubin NVL72 achieves a tenfold increase in token throughput per megawatt compared to Grace Blackwell NVL72. 9. A senior Tencent Cloud executive recently spoke at a sub-forum of the World Artificial Intelligence Conference, stating that to minimize inference costs, the company will deploy large-scale domestic computing power; it plans to deploy NPO (Near-Package Optics) super nodes in Q4 2026 and called for unified global NPO industry standards. 10. TSMC is reportedly planning to raise prices for advanced and mature process nodes starting in 2027, with base price increases of up to 10%. Additional price hikes may be higher for certain AI high-performance computing chip orders. 11. CXMT announced that the online and offline subscription payment process for its recent offering concluded on July 20, 2026 (T+2). Online investors paid for 3,844,517,273 shares and forfeited 6,586,227 shares; offline investors paid for 2,173,101,821 shares and forfeited 31,567 shares. 12. In a Hong Kong Stock Exchange announcement, Zhongji Xuchuang plans to issue 54.5 million shares in Hong Kong at a maximum offering price of HK$1,010 per share. The company is expected to raise up to HK$55 billion (approximately $7 billion USD), with trading set to begin on July 30. 13. Yuanji Technology announced that its net profit attributable to shareholders for H1 2026 is expected to range from RMB 600 million to RMB 650 million, representing a year-over-year increase of 1197%–1305%. The growth is primarily driven by increased revenue from data center services, higher overall gross margins, lower period expense ratios, and investment gains from fair value changes in private equity fund holdings. 14. Demingli stated during an institutional investor briefing that it actively strengthened strategic inventory reserves in Q2; current inventory levels are sufficient to support business demand for at least the next six months. (Ke Gu Bao Report)