Key News
1. Huawei officially releases new laws in the semiconductor field.
2. China responds to the possibility of a US-Iran agreement: The door to dialogue, once opened, should not be closed again.
3. Guangdong Provincial Strategic Emerging Industries Investment Guidance Fund officially launched.
Individual Stock News
1. Data on main capital flows shows that SMIC saw the largest net inflow of main capital at 3.725 billion yuan, followed by New E-Sun, Foxconn Industrial Internet, HGTECH, and Tongfu Microelectronics; CATL saw the largest net outflow of main capital at 2.593 billion yuan, followed by Tinci Materials, Zhongtian Technology, Do-Fluoride Chemicals, and Shenghong Technology.
2. Inovance Technology: Prices have been adjusted according to rising raw material prices, and price transmission in the industrial automation field is relatively smooth.
3. Luxshare Precision: The parallel development of optical and copper technologies does not contradict the layout of leading customers in optical chips and optical fiber manufacturers.
4. TCL Technology: Currently, it is still in the early research and technology pre-research stage in the glass-based packaging field. 5. Lianyong Technology and ZTE Corporation signed a strategic cooperation agreement for the Saudi Arabia region, deepening their presence in the Saudi digital infrastructure market.
6. BlueFocus and Zhixiang Future reached a strategic cooperation agreement.
7. Feikai Materials: In the second quarter, the company's fiber optic coating scheduling was reasonable, and the production line utilization rate was high.
