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A |     TAIPEI, Taiwan -- Russian President Vladimir Putin arrived in Beijing on Tuesday for a visit that underscores China’s support for Moscow during its war in Ukraine as well as Russian backing for China's bid to expand its economic and diplomatic influence abroad.The two countries have forged an informal alliance against the United States and other democratic nations that is now complicated by the Israel-Hamas war. China has sought to balance its ties with Israel against its relations with Iran and Syria, two countries that are strongly backed by Russia and with which China has forged ties for economic reasons as well as to challenge Washington's influence in the Middle East.Putin's plane was met by an honor guard as the Russian leader began his visit that is also a show of support for Chinese leader Xi Jinping’s signature “Belt and Road” initiative to build infrastructure and expand China’s overseas influence.In an interview to Chinese state media, Putin praised the massive but loosely linked BRI projects.“Yes, we see that some people consider it an attempt by the People’s Republic of China to put someone under its thumb, but we see otherwise, we just see desire for cooperation,” he told state broadcaster CCTV, according to a transcript released by the Kremlin on Monday. Putin will be among the highest profile guests at a gathering marking the 10th anniversary of Xi’s announcement of the BRI project, which has laden countries such as Zambia and Sri Lanka with heavy debt from contracts with Chinese companies to build roads, airports and other public works they could not otherwise afford. U.N. Secretary-General António Guterres has praised the Chinese policy as bringing development to neglected areas. Asked by reporters Friday about his visit, Putin said it would encompass talks on Belt and Road-related projects, which he said Moscow wants to link with efforts by an economic alliance of former Soviet Union nations mostly located in Central Asia to “achieve common development goals.” He also downplayed the impact of China’s economic influence in a region that Russia has long considered its backyard and where it has worked to maintain political and military clout. “We don’t have any contradictions here, on the contrary, there is a certain synergy,” Putin said.Putin said he and Xi would also discuss growing economic ties between Moscow and Beijing in energy, high-tech and financial industries. China has also grown in importance as an export destination for Russia.Alexander Gabuev, director of the Carnegie Russia Eurasia Center, said that from China’s view, “Russia is a safe neighbor that is friendly, that is a source of cheap raw materials, that’s a support for Chinese initiatives on the global stage and that’s also a source of military technologies, some of those that China doesn’t have.”“For Russia, China is its lifeline, economic lifeline in its brutal repression against Ukraine,” Gabuev told The Associated Press. “It’s the major market for Russian commodities, it’s a country that provides its currency and payment system to settle Russia’s trade with the outside world — with China itself, but also with many other countries, and is also the major source of sophisticated technological imports, including dual-use goods that go into the Russian military machine.”Gabuev said that while Moscow and Beijing will be unlikely to forge a full-fledged military alliance, their defense cooperation will grow.“Both countries are self-sufficient in terms of security and they benefit from partnering, but neither really requires a security guarantee from the other. And they preach strategic autonomy,” he said.“There will be no military alliance, but there will be closer military cooperation, more interoperability, more cooperation on projecting force together, including in places like the Arctic and more joint effort to develop a missile defense that makes the U.S. nuclear planning and planning of the U.S. and its allies in Asia and in Europe more complicated,” he added. The Chinese and Soviets were Cold War rivals for influence among left-leaning states, but China and Russia have since partnered in the economic, military and diplomatic spheres. Just weeks before Russia’s invasion of Ukraine last February, Putin met with Xi in Beijing and the sides signed an agreement pledging a “no-limits” relationship. Beijing’s attempts to present itself as a neutral peace broker in Russia’s war on Ukraine have been widely dismissed by the international community. Xi visited Moscow in March as part of a flurry of exchanges between the countries. China has condemned international sanctions imposed on Russia, but hasn’t directly addressed an arrest warrant issued for Putin by the International Criminal Court on charges of alleged involvement in the abductions of thousands of children from Ukraine. ___Associated Press writer Jim Heintz in Tallinn, Estonia, contributed to this report.。

B |     　　热点聚焦　　习近平将出席2026年上海合作组织峰会并对吉尔吉斯斯坦、埃及进行国事访问：　　外交部发言人宣布，8月30日至9月3日，国家主席习近平将出席在比什凯克举行的2026年上海合作组织峰会，并应吉尔吉斯斯坦总统扎帕罗夫、埃及总统塞西邀请对两国进行国事访问。　　上海市战略性新兴产业发展“十五五”规划：　　上海市人民政府办公厅印发《上海市战略性新兴产业发展“十五五”规划》。其中提到，加快具有重大知识产权价值的创新药培育开发，建立创新药发现遴选机制，加强AI模型对临床成功率等的辅助预判，推动高质量医疗和临床研究队列数据支撑创新药开发转化。　　此外还提到，重点发展：1.高端芯片和人工智能（AI）赋能设计。加快高端芯片研发和产业化；搭建芯片设计垂类模型和智能体，通过AI赋能实现设计流程重塑和仿真加速。2.先进封装。推进先进封装等新技术研发和量产应用，支持封装用设备、材料等研发。3.新型器件和新架构芯片。支持二维材料等新材料器件研发，推动三维堆叠架构芯片设计和流片。　　美国7月核心PCE：　　美国7月核心个人消费支出价格指数环比增长0.2%，预估为0.2%，前值为0.1%。美国7月核心PCE同比增长3.3%，预估为3.3%，前值为3.3%。市场定价显示，美联储下个月加息的预期略有升温。　　亨通光电半年报：　　亨通光电(600487.SH)发布2026年半年度报告，实现营业收入420.26亿元，同比增长31.13%；归属于上市公司股东的净利润31.2亿元，同比增长93.38%。

C | 注：公司Q2净利润20.14亿，之前预告区间为19.1亿-24.63亿，Q1净利润11.05亿，据此计算，Q2净利润环比增长82%。此外据亨通光电半年报显示，章建平新进成为第五大股东，持有3441.61万股，占总股本比例1.40%。　　枧下窝锂矿：　　8月26日，宜春市生态环境局发布说明，宜春时代新能源矿业有限公司江西省宜丰县圳口里—奉新县枧下窝锂矿采矿项目环境影响报告书在拟受理公示期间，群众对建设单位前期公示的网站存在质疑。现将该拟受理公示撤销，待后续核准符合要求后，再另行公示。在被问及关于枧下窝矿的下一步规划时，接近宁德时代的人士向记者回应说，将配合政府部门审批安排。　　英伟达将公布财报：　　北京时间8月27日凌晨，英伟达将公布2027财年第二季度财报（2026年4月27日至7月26日）。市场关注点已不再局限于收入、毛利率和下季度指引，还将进一步审视其数据中心业务增速、下游客户盈利能力。业内人士指出，这不仅是对英伟达业绩成色的一次测试，也是对全球AI资本开支持续性的又一次检验。　　能源电力：　　8月26日，记者从国家电网有限公司获悉，该公司已制定出台助力国家“十五五”碳达峰目标实现的若干举措，围绕能源电力结构转型、清洁能源优化配置、重点领域节能降碳等7个方面，提出20项具体措施。

D | 其中包括，“十五五”期间经营区年均新增新能源装机2亿千瓦左右、新投产跨区直流15回、新增新型储能装机1.4亿千瓦等硬指标。　　主题机会　　AI芯片：　　在AI大模型训练与推理需求爆发的推动下，AI芯片行业正经历深刻重构：竞争焦点从单一制程性能转向“专用架构+软件生态+能效效率”的系统级较量。而OpenAI自研AI芯片的最新消息，无疑泛起了新的涟漪。据财联社报道，OpenAI自研的推理芯片Jalapeno迎来了新的突破，在测试中的表现优于英伟达当前的产品阵容。　　公开资料显示，众多全球科技巨头均在积极自研AI芯片，比如亚马逊自研的Trainium系列、Inferentia系列芯片，微软自研的Maia系列芯片，Meta自研的MTIA系列芯片，特斯拉自研的DojoD1、AI5等芯片，谷歌自研的TPU系列芯片。

E | 国内龙头同样在积极自研AI芯片，比如阿里巴巴的含光、真武系列，百度的昆仑芯，摩尔线程的长江、华山等，快手的SL200，以及字节跳动的SeedChip等等。　　从产业链来看，亿欧智库表示，可关注EDA/IP（华大九天、概伦电子、广立微等）、设备（盛美上海、中微公司、华海清科等）、芯片设计（寒武纪、海光信息、云天励飞等）、封装测试（通富微电、长电科技、华天科技等）等核心环节。　　折叠屏：　　8月25日，华为终端BG董事长余承东发文官宣，HarmonyOS 7丨HUAWEI Mate XT 2及全场景新品发布会将于9月7日举行。

F | 这也预示着华为新款三折叠手机即将登场。

G | 据悉，Mate XT 2将首发搭载HarmonyOS 7正式版，市场预计其折叠方式将由初代“Z”字形改为全新“U”字形双内折结构，芯片方面或将搭载麒麟2026旗舰芯片。　　另据证券时报报道，苹果首款折叠屏手机预计将于9月9日正式发布，暂定名iPhoneFold或iPhone Ultra，国行起售价约14999元。目前该机型已进入量产阶段，首年备货目标约1000万台。调研机构Counterpoint Research 7月发布的预测显示，2026年全球折叠屏智能手机出货量预计同比增长21%。　　概念板块显示，目前A股市场有79股涉及柔性屏（折叠屏）概念，合计总市值约1.71万亿元。从资金角度看，数据显示，月初至今，共有31只折叠屏概念股获得融资客青睐，其中9股融资净买额超1亿元。中石科技获杠杆资金加仓6.78亿元，蓝思科技、德福科技、斯迪克分别获抢筹5.64亿、5.20亿、5.15亿元，科森科技、京东方A、激智科技、华工科技、强瑞技术均获超1亿元融资净买入。

H | 　　公司新闻　　MiniMax：MiniMax 8月26日晚在2026年中期业绩会上披露，公司8月年度经常性收入（ARR）已超过8亿美元，第二季度收入较第一季度环比增长81.8%，7月Token消耗量已达到1月的20倍，B端业务在整体ARR中的贡献已超过80%。　　华工科技：发布2026年半年度报告，上半年实现营业收入78.22亿元，同比增长2.53%；归属于上市公司股东的净利润11.86亿元，同比增长30.17%。注：公司Q2净利润5.48亿，Q1净利润6.38亿，据此计算，Q2净利润环比下降14%。　　立昂微：公司与嘉兴市南湖区人民政府签署框架协议，拟投资建设“月产20万片12英寸轻掺衬底片、12万片12英寸硅外延片项目”，意向总投资约30亿元，固定资产投资约29亿元。项目完全达产后预计年产值超13亿元，建设周期为5年，由控股子公司金瑞泓昂芯微电子(嘉兴)有限公司实施。　　联讯仪器：公司发布2026年半年度报告，实现营业收入15.31亿元，同比增长208.71%；归属于上市公司股东的净利润5.67亿元，同比增长903%。

I | 业绩增长主要受益于人工智能技术发展、全球算力需求提升及数据中心建设加速，高速光通信产品需求持续高速增长。　　铜冠铜箔：公司发布2026年半年度报告，实现营业收入40.21亿元，同比增长34.16%；归属于上市公司股东的净利润2.15亿元，同比增长514.75%。公司拟向全体股东每10股派发现金红利0.6元(含税)。注：公司Q2净利润1.09亿，之前预告区间为0.99亿-1.19亿，Q1净利润1.06亿，据此计算，Q2净利润环比增长2%。　　宇晶股份：公司于2024年10月与海外某企业签订《采购合同》，合同金额约2.44亿元。因客户所在国家监管政策及市场环境重大变化，合同生效条件未达成，该合同不再履行。公司未开展实质性工作，合同不履行不会对生产经营产生影响。　　华虹宏力：公司发布2026年半年度报告，实现营业收入95.74亿元，同比增长19.41%；归属于上市公司股东的净利润3.99亿元，同比增长436.69%。业绩增长主要由于本期毛利上升。注：公司Q2净利润2.59亿，Q1净利润1.4亿，据此计算，Q2净利润环比增长85%。　　康盛股份：公司液冷业务尚处于市场拓展阶段，2026年上半年公司液冷业务实现营业收入369.69万元，业务收入占比极低，整体尚未实现盈利，暂无法对公司整体经营业绩形成重大贡献。　　央视新闻联播　　中共中央政治局常委、国务院总理李强8月24日至26日在黑龙江、吉林调研。
　　政协第十四届全国委员会常务委员会第十八次会议26日上午举行全体会议，14位全国政协常委围绕“加大保障和改善民生力度，扎实推进全体人民共同富裕”作大会发言。　　8月25日至26日，中共中央政治局常委、国务院副总理丁薛祥在安徽合肥出席财政科学管理试点座谈会并调研。

J | 　　8月26日10时30分许，因尼泊尔北部热索瓦地区发生大规模泥石流灾害，造成西藏日喀则市吉隆县吉隆口岸重大人员伤亡、失联。　　国务院新闻办公室今天（8月26日）举行“开局起步‘十五五’”系列主题新闻发布会。

K | 工业和信息化部有关负责人表示，“十五五”时期，我国将实施一系列专项行动，加快构建以先进制造业为骨干的现代化产业体系，推动制造强国、网络强国建设迈上新台阶。　　记者从工业和信息化部了解到，北斗系统在各行业的应用广度和深度加快拓展，当前重点行业领域的北斗终端设备保有量已接近4000万台（套），综合应用渗透率约90%。　　“十五五”时期，国家电网将加快特高压通道建设，推动新能源基地与算力设施协同布局，促进新能源就地高效利用，跨省区输电能力将达到5亿千瓦，跨区电力互济能力将比“十四五”末扩大两倍以上。　　国家卫生健康委等三部门近日印发通知，进一步完善家庭医生签约服务。　　今天（8月26日），首批跨境电商货物在横琴南光物流中心完成标准化打板，经海关验收，从横琴口岸运抵澳门国际机场后飞往海外，这标志着澳琴跨境陆空联运业务正式开通。

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