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Chinese, Ethiopian companies sign deals worth 330 mln USD during trade promotion event_我的网站

一 | A股三大指数集体下跌,创业板指跌逾1.4%。

A total of 33 cooperation deals were signed between companies of the two sides, with a combined contract value of over 330 million U.S. dollars.
Speaking at the event, Chen Hai, Chinese ambassador to Ethiopia, said the initiative aims to make the Chinese big market a global shared market, foster a more balanced trade growth and safeguard a multilateral trading system.
Chen said China remains the largest trading partner and source of investment to Ethiopia, and continuously opens up its market through extending zero-tariff treatment, among others.
"These policies not only help lower market access costs for exports to China, enable Ethiopian products to sell more in the Chinese market, and promote the balanced development of bilateral trade, but also attract Chinese and other trading partners to increase investment in Ethiopia's advantageous industries, enhance the competitiveness and reputation of Ethiopian products and achieve agricultural modernization and industrialization," he said.
According to the ambassador, the session is a manifestation of China's emphasis on boosting its bilateral economic and trade cooperation with Ethiopia through importing high-quality products from Ethiopia.
Kassahun Gofe, Ethiopia's minister of trade and regional integration, said Ethiopia's exports to China reached an impressive 369 million U.S. dollars in the 2025/2026 Ethiopian fiscal year that ended on July 7, marking an average annual growth rate of 92 percent over the last five years.
He said the "Big Market for All: Export to China" initiative is vital not only to expand commercial trade but also to advance a bold, strategic and enduring partnership between China and Ethiopia.
"By opening the vast Chinese market wider to Ethiopian goods, China is not only satisfying the growing demands of its consumers for premium products, but it is also creating a resilient, balanced, and mutually beneficial trade architecture," he said.
Chang Hui, deputy director general of the Department of Foreign Trade at China's Ministry of Commerce, who led a delegation of Chinese importing companies, said the all-weather strategic partnership between China and Ethiopia has continued to deepen practical cooperation in various fields, yielding fruitful results in bilateral trade ties.
He said the initiative is a practical step by China to pursue high-standard opening up, actively expand imports from countries around the world, and promote balanced trade.
The trade promotion event, co-hosted by China's Ministry of Commerce, Chinese Embassy in Ethiopia, the Ethiopian Ministry of Trade and Regional Integration, and the Ethiopian Ministry of Finance, brought together more than 200 Chinese and Ethiopian representatives of the import-export trade, who are expected to exchange market information, engage in matchmaking activity and establish and expand supply chains.


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二 | 国产GPU四小龙之一燧原科技 申购时间定了 8月24日,燧原科技公告称,公司首次公开发行股票并在科创板上市,拟发行4303.5173万股,占发行后总股本10%,发行后总股本4.30亿股。公告提到,本次发行采用战略配售、网下发行与网上发行相结合方式,初始战略配售860.7034万股,网下初始发行2754.2639万股,网上初始发行688.55万股。初步询价日为8月28日,网上网下申购日为9月2日。 葛卫东投资新动向曝光!整体呈现“重仓坚守、分化操作”特征 随着A股上市公司2026年中报逐步披露,知名“牛散”葛卫东及其家族成员的调仓路径浮出水面。截至8月24日,记者梳理发现,二季度葛卫东家族持仓整体呈现“重仓坚守、分化操作”特征,在集体加仓半导体龙头兆易创新的同时,小范围“拓展”新标的。 “牛散”章建平大幅减仓西部材料 同步大举调仓AI算力龙头 8月24日晚间,西部材料披露2026年半年报,知名“牛散”章建平已不在公司前十大股东名单之列。

三 | 而就在今年一季报中,章建平刚以984.94万股的持股量新晋第四大股东。

四 | 除西部材料外,他同时退出了北方稀土、四川黄金、东材科技的前十大流通股东名单。与此同时,章建平二季度大举新进光模块龙头中际旭创,持有593.48万股,占总股本的0.53%,位列第九大股东。
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五 | 中金:超节点重塑国产算力,海外AI高景气延续 中金公司发布研报称,截至2026年8月14日,SW通信指数、通信设备板块点数较年初分别上涨36.3%、44.9%,大幅跑赢大盘。

六 | 上半年海外算力链与产业链涨价行情贯穿,全球CSP资本开支上调、Token需求爆发、1.6T光模块放量及AI产业链业绩兑现共同驱动板块表现。继续看好AI算力成长主线,建议关注两大机会:1)国产算力:政策将算力提升至国家级基础设施高度,国产大模型持续迭代,超节点推动竞争从单卡性能向系统效率演进,关注服务器、交换机及液冷等环节;2)海外算力:CSP资本开支与云计算订单维持高景气,AI ASIC加速放量,800G/1.6T及scale-up光互连持续升级,关注ASIC、光模块等产业链。 中信建投:全球高压电力设备加剧紧张,中国公司受益周期有望进一步拉长 中信建投发布研报称,2026年7月美国变压器价格指数再度上涨,环比提升4%左右。除原材料涨价外,供需紧张仍是涨价的重要因素。北美电网投资有望进入长期上行趋势;审批趋严+设备供给紧张下,AIDC规划数量仍维持增长,终端需求始终维持高位。海外电力设备龙头累计订单持续新高,供需失衡加剧紧张。中国公司深度获益于全球供需失衡,已步入较长出海黄金期。

七 | 华泰证券:快递板块低位布局旺季行情,把握涨价催化 华泰证券研报表示,7月电商淡季叠加国补高基数,线上与线下消费增速均放缓,社零/商品零售额/网上商品零售额分别同比+0.6%/+0.5%/+3.0%。但快递需求保持韧性,行业件量同比+4.1%,较6月小幅回升;件均价同比+3.8%,“反内卷”背景下价格延续同比改善。全国价格洼地河北8月初宣布涨价,行业高质量发展要求仍在,旺季价格上行预期有望成为板块催化。当前电商快递龙头仍处于低估值、低预期阶段,建议低位布局旺季。 银河证券:中报超预期叠加强激励指引,光模块需求长期高景气 云巨头资本开支持续加码,算力基建需求具备长期刚性支撑,光模块厂商订单饱满,结构优化:光通信的高成长性并非短期脉冲,而是建立在海外云巨头持续且加码的资本开支之上,行业供需紧平衡格局有望延续。

八 | 下游旺盛需求的拉动下,光模块行业订单高度明确,高端光模块的交付能力已成为核心稀缺资源。

九 | 随着AI集群带宽需求增长以及速率的进一步提升或将带动“光进铜退”进程的进一步加速,光接口向NPO、CPO演进,高毛利新品的逐步导入或将持续拉动产业链盈利中枢上移。

十 | 开源证券:湿电子化学步入量价齐升快车道 随着晶圆制造厂投片量持续上行,半导体材料行业有望持续受益。多领域扩容叠加工艺升级,湿电子化学品行业进入量价齐升的发展快车道。国产化正逐步由通用产品向高端材料深化,在当前关键窗口期,稳定供应能力或决定中期市场份额。看好材料平台型厂商+细分领域领先玩家。
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