1. Yesterday's Highlights

English summary

M&A: Aili Home. Equity changes: Gaozheng Minbao, Pulian Software, Yilida. Consumer: Yiming Food. AI applications: Chuanzhi Education. Solid-state batteries: Jinlongyu. 2. Unitree: Inquiry date August 5, offline subscription August 10. Unitree announced that it will conduct an IPO on the STAR Market, using a combination of strategic placement, offline placement, and online issuance. The company plans to issue 40,446,434 shares, accounting for 10% of post-issuance total shares. Post-issuance total shares will be 404,464,340. The preliminary inquiry date is August 5, 2026, and the online/offline subscription date is August 10, 2026. The company has a special voting rights structure; actual controller Wang Xingxing controls 68.78% of voting rights under the differentiated voting arrangement. Unitree robotics-related stocks: Shoukai Group, Jingxing Paper, Zhongda Leader, Changsheng Bearing. 3. U.S. tech stocks rebounded strongly; the Philadelphia Semiconductor Index surged over 8%.