NEWS DESK

Company news and operating events

Material corporate disclosures, operating changes, transactions, governance and company-level developments.

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OtherImportance 30

SDIC Power's Yalong River Hydropower and Kangding Natural Energy Form Joint Venture with 50 million yuan

Yalong River (Kangding) Energy Technology Co. , Ltd. was established on July 28 with registered capital of RMB 50 million. The joint venture is jointly held by Yalong River Basin Hydropower Development Co. , a subsidiary of SDIC Power, and Kangding City Natural Energy Co. Its business scope includes power generation, transmission, distribution, wind power technology services, energy storage services, and new energy technology research and development. Wang Lin is the legal representative.

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Hong KongImportance 30

Duan Yongping Deletes Controversial Comment on Pop Mart Founder Risk, Holds 7.65% Stake

Duan Yongping, a prominent investor and second largest shareholder of Pop Mart with a 7.65% stake, deleted a controversial comment after a user inquired about the impact of founder Wang Ning's unexpected accident. Duan's reply downplayed the user's own risk, sparking a heated exchange. The incident underscores investor sensitivity to succession risk in founder-led companies.

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OtherImportance 70

Renault Faces Criminal Trial in France Over Alleged Diesel Emissions Cheating

French prosecutors confirmed that Renault will face a criminal trial for serious fraud over allegations it installed emissions-cheating devices in its diesel vehicles to evade environmental regulations. The indictment was signed on July 24 and notified to parties on July 27, making Renault the second automaker after Volkswagen to be referred to a French criminal court in the dieselgate scandal.

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OtherImportance 70

Samsung Exclusively Supplies OLED Touch Panels for Apple MacBook Ultra, 250,000 Units in Production, Early

Samsung will exclusively supply OLED touch screen panels for Apple's new MacBook Ultra. The first batch, covering 14-inch and 16-inch models, will be produced on Samsung's 8.6-generation OLED line in Asan, South Chungcheong Province, with an initial volume of about 250,000 units. Mass production is scheduled to begin around August, and the MacBook Ultra is expected to launch in early 2027. Apple dropped LG Display and BOE during early development due to yield issues. The accompanying macOS 27 will introduce a new generation of touch-optimized interaction.

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OtherImportance 60

Ningbo Port Chairman Proposes 2026 Interim Dividend of at Least 30% of Distributable Profit

Ningbo Port, a major Chinese port operator, announced on July 28 that its chairman, Zhu Miao, has proposed that the company's 2026 interim profit distribution amount be no less than 30% of its distributable profit for the first half of 2026. The calculation will use the total share capital on the record date for the 2026 interim distribution plan.

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OtherImportance 30

Former General Manager of Anhui Guoyuan Financial Holding Group Under Investigation

Guo Shigang, former general manager of Anhui Guoyuan Financial Holding Group Co. , Ltd. , is under investigation by the Anhui Provincial Commission for Discipline Inspection and Supervision for suspected serious violations of discipline and law. The commission is conducting both disciplinary review and supervisory investigation into the matter, as announced by the provincial disciplinary authority.

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OtherImportance 30

Huadian Power Chairman Proposes 2026 Interim Dividend of RMB 0.9 per 10 Shares

Huadian Power International’s chairman has proposed a 2026 interim dividend of RMB 0.9 (including tax) for every 10 shares held, based on the total share capital on the record date for the 2026 interim profit distribution plan. The plan does not include bonus shares or a capital reserve increase.

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OtherImportance 75

Kumamoto Earthquake Disrupts Semiconductor Supply Chain; TSMC Factory Resumes, TEL Kyushu Plant Halts

A 7.1-magnitude earthquake struck Kumamoto Prefecture on July 28, followed by a 5.8 aftershock, killing at least 18 and causing widespread damage. TSMC's JASM factory in Kumamoto resumed operations after safety checks, with its first plant producing 12-28nm chips since December 2024. The site accounts for 3% of TSMC's total capacity. However, Tokyo Electron Kyushu, a subsidiary of Tokyo Electron Ltd. , remained shut on July 29, raising concerns over equipment supply. The subsidiary holds a 91% global market share in coating and developing equipment.

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A-sharesImportance 50

Wanfu Bio's Actual Controller Plans Stake Increase of 2000-4000 Ten-Thousand Yuan

Wanfu Biotechnology's actual controller and controlling shareholder, Wang Jihua, plans to increase his stake in the company through centralized bidding transactions. The total amount of the increase will be no less than 2000 ten-thousand yuan and no more than 4000 ten-thousand yuan. No price range has been set for this increase.

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OtherImportance 20

Ping An Bank Shanghai Branch Deepens Compliance Culture with Self-Inspections and Embedded Risk Controls

Since 2026, Ping An Bank Shanghai Branch has advanced its compliance culture by conducting full-coverage self-inspections to identify and rectify risk hazards. The branch coordinates multiple departments, establishes special ledgers for issues, and focuses on high-risk areas such as anti-money laundering and consumer protection. It embeds risk controls into various service scenarios, includes compliance performance in evaluations, and plans to build a long-term rectification review mechanism to strengthen internal controls.

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OtherImportance 70

360 Launches 'NanoWork' Platform with 100 Million Token Trial, Targets 1,000 Small Businesses for AI Adoption

On July 28, 360 released its new enterprise AI agent work platform 'NanoWork', targeting business owners, entrepreneurs, and employees. Founder Zhou Hongyi announced a 100 million Token trial quota for each first-batch user. The company plans to help 1,000 small businesses achieve AI adoption and improve operational efficiency through professional training and support services.

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OtherImportance 50

Bio-Thera Solutions Expects First-Half 2026 Loss of 230-290 Million RMB on Higher R&D Costs

Bio-Thera Solutions expects a net loss of 230 million to 290 million RMB for the first half of 2026, widening from the prior period as research and development expenses rose by more than 100 million RMB. Sales of its adalimumab injection (Geloli) and tocilizumab injection (Shiruli) increased steadily year-on-year, but expense growth outpaced revenue growth, leading to the larger loss.

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A-sharesImportance 92

Changxin Technology STAR Debut: Market Cap Tops RMB3.2 Trillion, Founder Commits 768 Million Shares to

Changxin Technology debuted on the STAR Market on July 27, 2026, with its market capitalisation closing above RMB3.2 trillion, surpassing Intel. Founder Zhu Yiming committed 768 million shares—half of his 1.536 billion shares—to a ten-year employee incentive plan valued at about RMB36.75 billion, with no new share issuance. Shares begin vesting after a 36-month lock-up, with full distribution over ten years. Zhu also agreed not to sell his remaining shares for a decade. Major shareholders include Hefei state-owned entities (36.79%), Alibaba affiliates (4.97%), and Tencent (1.50%), alongside Nio, BYD, and national funds. The company employs nearly 20,000 people, with 6,259 in R&D.

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OtherImportance 50

Wondfo Biotech Plans Buyback of 30-60 Million RMB; Chairman to Add 20-40 Million RMB

Wondfo Biotech, founded in 2000, announced a share repurchase of 30 million to 60 million yuan for equity incentives, at a cap of 27.06 yuan per share. Chairman Wang Jihua plans to increase his holdings by 20 million to 40 million yuan. Wang directly holds 10.6% of the company, and together with his spouse holds 31.5%. The repurchase will lift restricted shares from 8.12% to 8.60% or 8.36%.

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OtherImportance 45

Volcano Engine Launches Doubao Search on July 28, Providing Cross-Language, Multimodal, Multi-Vertical Online

The Doubao search service, launched on July 28 by Volcano Engine, offers cross-language, multimodal, and multi-vertical online information retrieval. It integrates global internet information, industry-specific knowledge, and ByteDance's exclusive content resources to construct an AI Agent for enterprises and developers. The service aims to provide comprehensive search capabilities across languages, modalities, and verticals, leveraging ByteDance's proprietary content and industry expertise.

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OtherImportance 65

Shagang Group and China Iron & Steel Research Institute Sign Strategic Cooperation Agreement

Shagang Group and China Iron & Steel Research Institute Group signed a strategic cooperation agreement on July 27, covering the entire chain from research and development, pilot testing, to industrialization. The systematic partnership aims to bridge the gap between laboratory research and production lines, accelerating the conversion of key technologies. This move is expected to enhance the efficiency of technology transfer in the steel industry.

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OtherImportance 80

UK Court of Appeal Dismisses Microsoft Appeal, Upholds Resale of Perpetual Windows and Office Licenses

The UK Court of Appeal has dismissed Microsoft's appeal, upholding a ruling that perpetual Windows and Office licenses purchased by enterprises can be resold. ValueLicensing, a second-hand software dealer, claims 270 million pounds from Microsoft for allegedly restricting the secondary market. Microsoft plans to appeal to the UK Supreme Court, pausing most proceedings pending a decision on whether the court will hear the case.

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OtherImportance 78

SHEIN Passes Hong Kong Stock Exchange Hearing, Valuation Halved from Peak as Profit Growth Slows and Tariff

SHEIN has passed the main board listing hearing of the Hong Kong Stock Exchange, targeting a valuation of $40 billion to $50 billion, down more than 50% from its $100 billion peak in 2022. The fast-fashion giant's revenue growth slowed to 8% in 2025 from 41.1% in 2023, while net profit fell 38.7% to $2.064 billion. Rising tariff costs in the U. S. and EU are pressuring margins, with fulfillment expenses reaching 45.6% of revenue in 2025. The IPO will trigger conversion of $17.294 billion in preferred share liabilities.

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OtherImportance 40

Former China Southern Air Deputy Chief Engineer Yuan Xifan Under Investigation for Serious Discipline

Yuan Xifan, former deputy chief engineer of China Southern Air Holding Group, is suspected of serious violations of discipline and law. He is currently under disciplinary review by the discipline inspection and supervision group of the Central Commission for Discipline Inspection and the National Supervisory Commission stationed at the company, and under supervisory investigation by the Shenyang Municipal Supervisory Commission in Liaoning Province.

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U.S. equitiesImportance 85

Apple Stock Closes at Record $336.91, Reclaims Top Market Cap from Nvidia

Apple shares closed at a record $336.91 on July 28, lifting its market capitalization to approximately $4.93 trillion and overtaking Nvidia, which fell nearly 5% to $4.78 trillion, to regain the title of the world's most valuable listed company. Apple outperformed the Nasdaq 100 by 23 percentage points in July, its largest monthly lead since 2005, while maintaining restrained capital expenditure. The company pays Google about $1 billion annually for AI models used in Siri, avoiding heavy spending on large model training. In contrast, Alphabet raised its 2026 capex guidance to $195-205 billion and reported its first negative free cash flow since 2004, while Tesla increased spending on autonomous driving and robotics. Apple's global smartphone market share rose from 17% to 20% despite memory chip price pressure. Its price-to-earnings ratio stands at about 30 times, versus 22 times for the S&P 500. Earnings are due this week, alongside reports from Meta and Amazon, with markets focused on AI spending. CEO.

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OtherImportance 85

Nvidia Signs Up to $50 Billion Data Center Lease, Deploying Hundreds of Thousands of GPUs in Texas

Nvidia has signed a lease for Hut 8's Beacon Point campus in Texas, with a 1-gigawatt capacity and hundreds of thousands of its GPUs. The 15-year base lease is valued at $19.6 billion, with a potential 30-year total of $50.2 billion if all renewal options are exercised. Nvidia's credit default swap spread widened amid reports of large financing deals. The company's unpaid data center lease payments reached $32.4 billion in its latest quarter, up from $7.4 billion in the same period of 2025.

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OtherImportance 40

Sun Life Launches 'Sun Life Private Wealth' Platform for High-Net-Worth and Ultra-High-Net-Worth Clients and

Sun Life Financial has launched the 'Sun Life Private Wealth' integrated platform, targeting the wealth management needs of high-net-worth and ultra-high-net-worth individuals, families, and financial advisors. The platform leverages Sun Life's global network and cross-market capabilities to help clients systematically build, preserve, and transfer wealth across generations. Over the past 18 months, the platform established a unified business acceptance and underwriting system with round-the-clock support, integrating processes and forms to enhance service consistency.

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OtherImportance 20

ANA Unveils Pokémon 30th Anniversary Livery on Boeing 787, Plans Three Special Aircraft

ANA revealed a special Pokémon 30th anniversary livery on a Boeing 787 at Haneda Airport, featuring Pikachu, Charmander, and other characters on a red fuselage inspired by the original Red and Green games. The airline also showcased themed seat covers and cups, and announced two additional green and blue aircraft to complete a fleet of three.

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OtherImportance 40

TEPCO Cancels Spent Fuel Transport from Kashiwazaki-Kariwa Unit 6 After Aomori Refuses Additional Shipments

Tokyo Electric Power Company (TEPCO) on August 28, 2024, canceled a planned shipment of 138 spent fuel assemblies from Unit 6 of its Kashiwazaki-Kariwa nuclear plant in Niigata Prefecture to the interim storage facility in Mutsu, Aomori Prefecture. The cancellation followed Aomori Governor Miyashiro Soichiro's refusal to accept additional fuel, citing uncertainty over the completion of Japan Nuclear Fuel Ltd.' s reprocessing plant in Rokkasho, the facility's final destination. TEPCO said the plan to ship 207 assemblies from Unit 5 in early 2027 remains unchanged, and the cancellation has no immediate business impact due to sufficient on-site storage capacity.

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OtherImportance 60

Hitachi Uses Anthropic's AI 'Claude Muitos' for Product Security Verification, Cutting Attack Scenario

Hitachi announced it used Anthropic's latest AI, 'Claude Muitos,' to verify threats to its products and software. The verification reduced attack scenario creation time from weeks to hours, improved vulnerability detection accuracy, and significantly eased developer burden. It covered more than 100 social infrastructure cases in fields including energy. Hitachi plans to implement product updates based on the results. In June, it became the first Japanese manufacturer to gain access to Muitos, which is strictly controlled to prevent misuse.

360
OtherImportance 60

Anji Technology's Electroplating Solutions and Additives Business Partially Deployed, Low Domestic

Anji Technology announced that its electroplating solution and additive business has achieved partial deployment but remains limited in scope. The company plans gradual growth in the near term, leveraging benchmark project outcomes to expand customer base and applications. The industry for advanced process electroplating solutions and additives is still dominated by foreign suppliers, with low domestic substitution, presenting a market opportunity.