
A | 【重磅新闻】
英伟达、拼多多、美团等将披露财报 英伟达将于当地时间8月26日盘后(北京时间8月27日凌晨)公布2027财年第二季度业绩。 Under construction since 2011, the GERD project is one of the largest public infrastructure projects in Ethiopia, and will be the biggest hydroelectric power plant on the African continent once finished next year.,The third phase of the filling of a massive reservoir, capable of holding up to 74 billion cubic meters of water, was completed this week, with two of the dam’s planned 16 turbines now operational. When construction is finished, the dam will be capable of generating some 6,000 megawatts of power – more than double the average output of a WER-1000 nuclear reactor.,AfricaWATCH Water Pour Over Spillway on Ethiopia’s GERD Hydroelectric Dam After Finishing Third FillingYesterday, 22:33 GMT,In a ceremony inaugurating the project on Friday, Ethiopian Prime Minister Abiy Ahmed stressed that the dam was Ethiopia’s “gift,” and that it was “Ethiopia’s responsibility to use it” together with the other two Nile Basin countries - Egypt and Sudan.,“PM @AbiyAhmedAli reiterated that Ethiopia is working to ensure the benefits of the lower basin countries, saying that our Abbay River [Ethiopia’s term for the Blue Nile, one of the two major tributaries of the Nile] takes what it deserves while passing on what others deserve,” the prime minister’s office tweeted following the ceremony.,PM @AbiyAhmedAli reiterated that Ethiopia is working to ensure the benefits of the lower basin countries, saying that our Abbay River takes what it deserves while passing on what others deserve. He also congratulated all Africans on this milestone. (2/2) pic.twitter.com/Be9WtrHczO— Office of the Prime Minister - Ethiopia (@PMEthiopia) August 12, 2022,Just Deserts,The question of which country “deserves” what has been the subject of considerable consternation and debate between the three nations, as has the dam’s potential environmental impact, with Cairo and Khartoum fearing the filling of the 145 meter tall, 1.8 km long dam could threaten the region with droughts and floods. Last month, Egyptian Foreign Minister Sameh Shoukry warned that Cairo would defend its interests using “all means available” at its disposal, and called on the United Nations Security Council to negotiate a legally binding agreement between Egypt, Ethiopia and Sudan on regulating the dam’s operation. Egyptian President Abdel-Fattah El-Sisi earlier called the GERD dispute a “red line” security issue.,Ethiopian Ambassador to Russia Alemayehu Tegenu dismissed these concerns, telling Sputnik last month that Egypt and Sudan were trying to “internationalize and politicize the dam to solve their internal affairs” and assuring that the dam “has no significant harm” for the downstream nations.,WorldEgypt, Sudan Politicising Renaissance Dam Construction, Ethiopian Diplomat Says27 July 2021, 08:23 GMT,Nile River: Giver of Life,Stretching some 6,695 km and covering over 3.3 million square km, the Nile is the longest river in the world, and has played a significant role in regional civilizational development going back to the Ancient Egyptians owing to the rich soil perfect for agriculture created by its annual flooding, and its use as a tool for regional river navigation. Ethiopia’s Blue Nile tributary accounts for a whopping 85 percent of the Nile’s total waters.,Egypt, which receives almost no rainfall, relies on the Nile for more than 90 percent of its freshwater, with eastern Sudan similarly dependent on the river for its economic wellbeing and water and food security.,Legacy of Colonial Meddling,Part of the difficulty of regulating the dispute over the Nile is the lack of a regional agreement regulating the waters’ flow. Addis Ababa is not a party to the 1959 bilateral treaty between Egypt and Sudan dividing the Nile’s waters.,A separate 1929 Nile Waters Treaty between Britain and its then-puppet state of Egypt, plus the territories of what are now Uganda, Kenya, Tanzania, and Sudan provided Cairo the right to veto infrastructure projects up the Nile if they threatened to impact the country’s interests. However, that treaty similarly didn’t apply to Ethiopia, which managed to survive as the only independent nation in Africa after the European imperialist scramble for the continent in the 19th century, and which was never consulted on the agreement’s terms.,Russia’s Position,As a strategic partner of both Ethiopia and Egypt, Russia has sought to assure the dam dispute’s peaceful and mutually amenable resolution, with Foreign Minister Sergei Lavrov indicating in 2021 that Moscow would be ready to provide technical assistance for any negotiations on the matter. Russia also supports the use of the African Union platform to resolve the crisis.,Also last year, Russian Ambassador to the UN Vassily Nebenzia called on the three countries to stick to the terms of the 2015 Declaration of Principles on the GERD, which urged consensus in reaching an agreement on guidelines for the dam’s filling and operation, and committing Ethiopia to avoid steps which could harm its downstream neighbors. “At the same time, we note legitimate concerns of Egypt and Sudan over the possible negative impact that unconstrained functioning of the dam may produce on the populations of those countries in drought prone years,” he said.,The 2015 agreement and efforts at the African Union and UN levels mean that a baseline for a breakthrough and compromise exists. However, amid regional and global concerns about food and water security, and the threats posed by increasingly prevalent climate disasters and extreme weather events, the GERD dispute comes during a period of heightened regional and global tensions.,In 2021, Africa and Middle East intelligence analysis group Pangea-Risk warned that an all-out water war between Ethiopia, Egypt, Sudan, or their proxies was becoming increasingly probable in the face of dwindling options for a mediated solution.。此外,拼多多、美团、小鹏集团、理想汽车等热门公司也将于下周公布最新业绩。 多个产业会议将召开 8月24日至26日,2026文昌国际航空航天论坛将在海南文昌举办,本届论坛将集中展示海南航天产业最新发展成果。8月26日至28日,2026 AGIC深圳国际通用人工智能产业博览会暨GERX全球具身智能机器人产业博览会将在深圳举行。8月27日至29日,第十六届中国国际数字出版博览会将在山东济南举行。2026中国国际大数据产业博览会将于8月28日至30日在贵州省贵阳市举行。

B | 国内成品油将迎来调价窗口 根据“十个工作日”原则,下一个成品油调价窗口为8月28日24时。隆众资讯成品油分析师刘炳娟预测,美伊关系仍存不确定性,供应风险并未完全消除,市场依旧担忧地缘局势进一步趋紧,下一轮成品油调价上调的概率较大。 央行公开市场将有950亿元逆回购到期 Wind数据显示,下周央行公开市场将有950亿元逆回购到期,其中下周一至下周五分别到期0亿元、0亿元、0亿元、0亿元、950亿元。此外,下周二将有6000亿元MLF到期。
下周限售股解禁市值不足200亿元 Wind数据统计显示,下周(8月24日-8月28日)共有近30家公司限售股陆续解禁,按8月21日收盘价计算,解禁总市值不足200亿元。 按8月21日收盘价计算,解禁市值居前三位的是:软通动力(30.58亿元)、真兰仪表(29.76亿元)、和泰机电(20.29亿元)。从个股的解禁量看,解禁股数居前三位的是:厦门象屿(2.17亿股)、真兰仪表(2.12亿股)、苏盐井神(1.64亿股)。
【新股机会】 下周将有4只新股发行 Wind数据显示,下周(8月24日-8月28日)将有4只新股发行,其中沪市主板有1只,创业板有2只,北交所有1只,合计发行约2.76亿股,预计合计募资59.95亿元。具体来看,8月24日发行的是华汇智能;8月26日发行的是天博智能、洛轴股份;8月28日发行的是电科思仪。

C |
(文章来源:第一财经)。
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