Sector News
-Air Cambodia has signed a MoU with COMAC to procure 20 C909 aircraft, including 10 confirmed orders and 10 optional orders. Both parties will collaborate closely on aircraft introduction, operational support, and industry development.
Co Focus
-Market rumors suggested that Alibaba would announce major business adjustments on Sept 10 involving the revival of Koubei.com and changes to Amap’s operations was confirmed by someone familiar with this matter as untrue. The announcement will focus on Amap and group buying services.
-According to informed sources that the approval process for CATL’s mining rights and license for the Jianxiawo lithium mine is progressing smoothly, with production expected to resume shortly, faster than the most optimistic market predictions.
-XPeng’s Chairman He Xiaopeng announced at the Munich Motor Show that the company’s first flying car will make its overseas debut in Dubai in Oct. He also revealed that the vehicle has received over 5,000 orders in recent months, with deliveries expected to begin in 2H 2026.
Sept 9 Block Trade Info
*Discount
-Dashenlin Pharma (603233 CH) saw 8 block trades worth 374.10mn at 16.48yuan per share, 7.00pct discount from last closing.
-Liliang Diamond (301071 CH) saw 5 block trades worth 67.12mn at 24.39yuan per share, 18.65pct discount from last closing.
-Kuang-Chi Tech (002625 CH) saw 2 block trades worth 186.86mn at 44.02yuan per share, 3.00pct discount from last closing.
*Flat
-Eoptolink Tech (300502 CH) saw 3 block trades worth 73.88mn at 315.32yuan per share, flat from last closing.
-Inovance Tech (300124 CH) saw 1 block trade worth 129.36mn at 78.88yuan per share, flat from last closing.

