康熙来了

Following Eight Immortals to Penglai, one just needs 48 hours to make all wishes come true_我的网站

A |     　　上周（8月17日—21日）2026年半年报密集发布，A股共有194家上市公司接受机构投资者调研。　　从赚钱效应来看，约三成被调研公司股价上涨，其中鼎阳科技涨超35.4%，恒逸石化涨近24%，金禄电子涨超22%，尚太科技、瑞纳智能、华之杰、海油工程等8家公司涨超10%。    

    Visitors at the Eight Immortals Crossing the Sea scenic area in Yantai, Shandong Province Photo: VCG
I first watched the movie All Wishes Come True on a sweltering evening in Beijing, the kind of night when the city's heat presses against the windows and the air-conditioning struggles. 
The comedy, widely considered one of the best-reviewed Chinese animated features of the 2026 summer season, unspooled its turquoise landscapes and bureaucratic immortals with a lightness that belied the depth of its source material. By the time the credits rolled, I found myself less interested in the characters' KPI struggles than in the place they called home: Penglai - the northern tip of the Shandong Peninsula in East China, where myth and shoreline have shared the same address for more than 1,000 years.
By one Saturday morning, I was on a high-speed train heading east from Beijing, the film still playing in my head. "Don't ask where they came from," the movie's quiet refrain goes, "only where they are going; don't ask about gains or losses, only about right or wrong." It felt like decent travel advice.
    A colorful 3D relief depicts the classic Chinese mythological legend 'The Eight Immortals Crossing the Sea' at the Penglai Pavilion scenic area Photo: Xu Liuliu/GT
Fairyland of the mortal world
Stepping off the train, Penglai announced itself gradually. The air cooled. The sea appeared, first with shimmering light, then as a broad, restless presence. The average temperature here sits at around 12.5 degrees Celsius for the whole year; winters refuse to freeze the spirit, summers decline to scorch it. Locals call the place "the fairyland of the mortal world," and for once the slogan does not feel like municipal overreach.
I began, as most pilgrims do, at Penglai Pavilion. The Song-dynasty (960-1279) complex rises from a cliff as if the rock itself had decided to become architecture. It is the only seaside member of China's four great ancient towers, and the only one that smells of salt. From its highest platform the Yellow and Bohai Seas meet in a visible seam of color, two blues arguing politely about territory. Legend insists the Eight Immortals gathered here, drank too well, and then crossed the water by their various supernatural means. Standing in the same spot, I could almost hear the clink of chalices.
The pavilion is not a museum of relics so much as a working stage for memory. The hall of Lü Dongbin, one of the Eight Immortals, still receives incense. Stone tablets carved with poems by generations of visitors lean against one another like old friends. In the afternoons, costumed performers - local "NPCs" of the Eight Immortals - wander the stone paths, joking with tourists, offering blessings, occasionally breaking into song. Children chase a character carrying a flower basket; adults pose solemnly beside Tieguai Li. The boundary between screen and shore softens.
One of the locals, who grew up within sight of the pavilion, told me this was the season for haishi - the mirages that have made Penglai famous for centuries. Sea mirages, sea mists, and horizontal fog form the three maritime wonders here, appearing without schedule and vanishing just as quickly. I waited an hour and alas saw only ordinary clouds. Still, the sense of possibility felt sufficiently satisfying. 
Across the water lies the Eight Immortals Cross the Sea scenic area, laid out in the shape of a giant gourd - Tieguai Li's preferred vessel. From the highest pavilion the gardens, pavilions, and sculpted figures form a coherent narrative of ascent and departure. Wandering in the area, you will see that the water is calm, the sky the exact shade of celadon used by the animators. It was easy to understand why story-tellers kept returning to this stretch of coast: the landscape itself seems to invite transformation.
Penglai is not only myth. The old water city, China's best-preserved ancient naval base, still holds the outlines of docks where warships once waited. Nearby stand the memorials to Qi Jiguang, the Ming Dynasty (1368-1644) general who defended these shores against Japanese pirates. 
The same peninsula that dreams of immortals also remembers the hard work of keeping the sea lanes open. The film's protagonists, for all their comic incompetence, share a stubborn sense of duty toward the human world. Standing among the fortifications, I felt the two strains of the place - celestial and martial - settle into balance.
    The iconic memorial archway 'Penglai on Earth' at the Penglai Pavilion Scenic Area in Yantai, Shandong Province Photo: Xu Liuliu/GT
Banquet from sea
Food here is another kind of story-telling. At a small restaurant in the city I ordered Penglai noodles, thin and springy, swimming in a broth that tasted of the morning's catch. Later came an "Eight Immortals banquet," each dish inspired by one of the legendary figures: a crisp fish for the crossing, a fragrant wine for the celebration afterward. The wines themselves deserve attention. Penglai sits on the same latitude as some of the world's great vineyards. 
In the late afternoon light, the grapes looked almost black, and the air smelled of sea and oak. A glass of local wine, tasted on a terrace overlooking the water, carried a mineral edge that felt like the peninsula distilled.
Evenings belong to the streets. On Xianjie or Immortal Street, lights come on early. Vendors sell souvenirs of the Eight Immortals' magic instruments, small wooden crutches, fans, flower baskets. Musicians play, children run between stalls, and the smell of grilled seafood mixes with the cooler night air. It is ordinary Chinese night-market life, elevated by the knowledge that the stories being sold have been circulating for a millennium.
I spent my last morning climbing Laobeishan or Tianheng Mountain to the precise point where the two seas divide. The water on one side was a deeper yellow, on the other a clearer blue. Tourists took photographs, capturing the magical sight of the water's two different colors. 
Penglai is much more than what is portrayed in the movie. The cliffs, the pavilion, the mirages, and the slow accumulation of legend were here long before any animator arrived. Yet the film has done what good popular art sometimes does: it has given a new generation a reason to look again. Walking back down the mountain that morning, I kept thinking of the line about not asking about origins, only about destinations. 
Penglai's destiny, it seems, is simply to remain itself - half myth, half working harbor - while the rest of us keep arriving, notebooks open, cameras ready, half expecting to see haishi.
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B | 　　精智达：半导体测试设备业务收入增长147.05%
　　精智达（688627）上周接受197家机构投资者调研，机构重点关注该公司2026年上半年经营情况、产品业务最新进展、未来战略规划等方面。据精智达披露，报告期内，该公司半导体测试设备业务延续高速增长态势，营收同比增长147.05%。2026年1月，该公司披露签订金额为13.11亿元（含税）的重大销售合同。　　在产品业务最新进展方面，精智达表示，公司围绕“存力、算力、运力、感知”四大核心赛道持续推动技术升级与产品迭代。在存储测试设备领域，公司取得18Gbps（比特率）超高速FT测试设备关键技术突破；在高端算力芯片测试设备领域，项目目标可实现最大6912路数字通道，通道带宽可达1.6Gbps；XR检测设备领域海外收入首次实现大幅增长，持续向海内外客户批量交付，同时获得国内头部ODM（原始设计制造商）厂商订单等。　　精智达在调研中表示，公司确立了存力、算力、运力、感知四大核心发展主线，以测试检测技术为核心，致力于打造半导体测试检测平台型企业。未来在存力领域，将依托半导体存储器测试设备及配套治具的完整产品线，为AI（人工智能）基础设施提供存储测试支撑；在算力领域，将持续推进高端算力芯片测试设备研发，打造专业化测试解决方案，助力AI算力核心环节的产业化验证。　　华测检测：海外业务营收占比提升至10%以上
　　华测检测上周接待167家机构线上调研，其工业测试业务上半年实现营收7.15亿元，同比增长18.95%，增速较快。

C | 对此，华测检测介绍原因称，增长动力包含外延并购与内生业务提升两部分，其中南非SafetySA与希腊Emicert并购项目为板块增长提供了重要助力。　　在调研中，华测检测进一步透露，公司去年完成三家重点海外企业并购，各标的整合有序推进，业务协同不断落地，海外业务增长较快，今年上半年海外业务营收占比提升至10%以上。　　上半年，华测检测消费品检测板块营收、毛利率同步提升。华测检测高管表示，消费品检测板块增长主要受益于出口市场回暖，轻工、玩具、纺织、电子科技等细分业务表现突出；同时抓住汽车电动化、自动驾驶机遇，汽车相关检测业务持续放量，进一步拉动营收及毛利改善。　　国际复材：特种电子布在收入中已有贡献
　　国际复材上周接受142家机构调研，2026年上半年公司业绩大幅增长，对此，国际复材表示，业绩增长主要受益AI算力、高速通信、车载PCB（进程控制块）拉动高端电子布需求爆发，电子细纱及其制品量价齐升，同时公司主动优化产品结构，资源向高附加值产品倾斜，内部降本增效持续落地，降费控本工作显现成效。

D | 　　据国际复材披露，2026年上半年，公司热固产品完成销售30.66万吨，热塑产品销售19.78万吨，风电产品（纱、布）销售12.8万吨，电子细纱销售4.19万吨，电子细纱布销售1.13亿米。　　在机构投资者看来，AI服务器、车载PCB、高速通信是当前高端电子布三大增量赛道，机构重点关注国际复材在这些领域的布局及进展。国际复材表示，目前低介电LDK二代产品已经进入国内外多家头部覆铜板厂商供应链，实现稳定批量供货；低膨胀LCTE产品已形成小批量供给，正在有序推进产能提升等相关工作；Q布产品仍处于研发阶段，力争2026年内完成中试项目建设投用。特种电子布在电子布业务收入中已占有一定比重。　　国际复材分析，本轮电子玻纤高景气主要来自AI服务器、高速交换机、车载PCB带来的高端基材增量需求。供给端高端设备交付周期较长，高端产能短期释放有限，行业呈现结构性分化的格局，下半年行业供需、产品价格会受下游开工、同行产能投放设备到货节奏等多重变量影响。（文章来源：证券时报·e公司）。

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