[Today's Guide].

○Nine departments issued documents to promote the high-quality development of tourism public services

○ The world's first optical communication of more than 1,000 kilometers realizes relay-free transmission

○ Technological breakthrough in the field of transportation, China's high-speed flying car test was successful

[CSI Headlines].

Nine departments issued documents to promote the high-quality development of tourism public services

On August 5, the Ministry of Culture and Tourism, the National Development and Reform Commission, the Ministry of Finance and other 9 departments jointly issued the "Guiding Opinions on Promoting the High-quality Development of Tourism Public Services", which put forward five main tasks: first, optimize tourism public information services; the second is to improve the tourism public transport service; the third is to strengthen tourism emergency rescue services; Fourth, strengthen tourism to benefit the people and facilitate services; Fifth, promote the integrated development of public cultural services and tourism public services.

Comments: With the growth of China's economy and the improvement of people's living standards, more and more people choose tourism as a way of leisure and entertainment. China's tourism resources are rich and diverse, with a long history, magnificent natural scenery and rich cultural heritage, attracting a large number of domestic and foreign tourists. In the future, with the advancement of science and technology, digital and intelligent tourism services will become the mainstream. Visitors can book flights, hotels and attraction tickets through the mobile app, and get tourist information and guided tours. In addition, the diversification of tourism products and routes will also become a trend in the future. The authoritative report predicts that the number of domestic tourists will exceed 6 billion in 2024, and the market size will exceed 5 trillion yuan. A-share related concept stocks mainly include Mount Emei (000888), Huangshan Tourism (600054), etc.

[CSI Focus].

The world's first optical communication of more than 1,000 kilometers realizes relay-free transmission

　　----------------

Recently, Huazhong University of Science and Technology, State Grid Information and Communication Corporation and other domestic scientific research institutions and enterprises jointly released the latest achievements of single-span 1002.75 km relay-free optical communication transmission, breaking the world record of transmission distance in this field, and also the world's first realization of 1,000-kilometer single-span transmission.

Comments: In the communication network, the relay station is the "workstation" that realizes signal transmission. Traditionally, a relay station needs to be built every 100 kilometers or so. In ultra-long-distance communication transmission, a large number of relay stations will lead to higher costs. In this case, a relayless optical communication system becomes a better choice. It can simplify the transmission line, directly realize the information transmission between the sender and the receiver, reduce the overall system cost, and is widely used in special communication systems such as power grids, railways, highways, oil and gas pipelines, etc., to cross deserts, oceans, forests, swamps and other vast unmanned areas. A-share related concept stocks mainly include Accelink Technology (002281), State Grid Information and Communications (600131), etc.

【Selected News】

○ The People's Bank of China, the State Administration of Financial Regulation, the China Securities Regulatory Commission, the Ministry of Finance, and the Ministry of Agriculture and Rural Affairs issued the "Notice on Carrying out the Special Action to Study and Use the Experience of the "Ten Million Project" to Strengthen Financial Support for the Comprehensive Revitalization of Rural Areas", proposing to implement the special action of financial support for rural construction.

○ The offshore dollar rose above the 7.10 mark against the offshore yuan, rising more than 600 points in the day, hitting a new high since December last year.

○ The Caixin China General Services PMI released on August 5 recorded 52.1 in July, up 0.9 percentage points from June, indicating that the expansion of the service industry has accelerated.

○ According to the data of Lighthouse Professional Edition, as of 16:32 on August 5, the box office (including pre-sale) of theatrical films in 2024 exceeded 30 billion yuan.

[Sankei perspective].

Technological breakthroughs in the field of transportation, China's high-speed flying car test was successful

　　----------------

Recently, China Aerospace Science and Industry Corporation (CASIC) and Shanxi Province "Central and Local Cooperation" ultra-high-speed low-vacuum pipeline maglev transportation system (high-speed flying car) full-scale test line (phase I) project successfully completed the system integration demonstration and verification test in a low-vacuum environment in Yanggao County, Datong City, Shanxi Province, and passed the on-site test and inspection of Shanxi Provincial Department of Science and Technology. The test results indicate that the test is successful and the conditions for project acceptance are met.

Comments: In recent years, China has vigorously deployed in the field of magnetic levitation technology. The success of the 1,000 km/h high-speed flying car test marks a major breakthrough in the field of high-speed maglev technology in China, fills the speed gap between high-speed rail and air transport, and has great technical and economic significance for improving China's three-dimensional high-speed passenger transportation network. A-share related concept stocks mainly include Western Superconductor (688122), Sieyuan Electric (002028), etc.

[Company News].

○ Kai Ruide (002072) is planning to purchase no less than 29.0134% of the equity of State Grid Power from some shareholders of Beijing State Grid Electric Power Technology Co., Ltd., becoming the largest shareholder of State Grid Power. The transaction is expected to acquire no less than 387 million yuan, which will constitute a major asset restructuring. State Grid Electric Power is a new power system new energy aggregation control and service provider.

○ Lianchuang Optoelectronics (600363) plans to acquire part of the equity of Lianchuang Superconductor and become its controlling shareholder to realize the company's industrial layout in the field of high-temperature superconductivity.

○ Tasly (600535) established a digital intelligence Chinese medicine development company, including a number of AI businesses.

○ WhatsMiner Co., Ltd. (600810) plans to repurchase shares of 150 million to 200 million yuan to reduce the registered capital.

○Wanfeng Co., Ltd. (603172) plans to build a new project with an annual output of 20,000 tons of 1-nitroanthraquinone with an annual output of 20,000 yuan.

○ A subsidiary of Yinlun Co., Ltd. (002126) signed an order for 108 sets of liquid cooling systems for computing centers.

○ Zhenyu Technology (300953) said on the interactive platform on August 5 that the low-altitude economic field is the company's key layout direction, and the company has achieved a major breakthrough in the low-altitude economic field products, and the wholly-owned subsidiary Fanster will jointly develop the next generation of eVTOL drive motor with customers will be installed in Xpeng flying cars.

[Capital Tide View].

○ On August 5, the net inflow of northbound funds was 288 million yuan, including 593 million yuan of net purchase of Dongshan Precision, 483 million yuan of Xinyisheng, 347 million yuan of Kweichow Moutai, 421 million yuan of net sales of Midea Group, 207 million yuan of Haier Smart Home, and 161 million yuan of Yangtze River Power.

○ Dongshan Precision (002384) fell to the limit on August 5, with a turnover of 2.628 billion yuan. According to the data of the after-hours Dragon and Tiger List, Shenzhen Stock Connect bought 706 million yuan and sold 113 million yuan (net purchase of 593 million yuan), and the three institutions bought a total of 102 million yuan.