Iranian Foreign Ministry spokesman Bagaei: The lack of trust and the constantly changing positions of the United States and Israel in Lebanon have caused delays in the diplomatic process.

Key News 1. The "Plan for Further Deepening the Reform of State-owned Assets and Enterprises (2026-2029)" has been issued. 2. MiniMax: Evaluating its listing on the Science and Technology Innovation Board (STAR Market). 3. Shenzhen Stock Exchange: Adjusting the constituent stocks of the Shenzhen Component Index, ChiNext Index, Shenzhen 100 Index, and ChiNext 50 Index. 4. The SSE 50 Index replaced 5 constituent stocks, and the STAR Market 50 Index replaced 4 constituent stocks. 5. China Securities Index Co., Ltd.: 19 constituent stocks, including VeriSilicon Holdings, Jiangbolong, Invik, and Lead Intelligent Equipment, were added to the CSI 300 Index. 6. The National Healthcare Security Administration released the 2026 National Medical Insurance Catalog Adjustment Work Plan. 7. Qiushi Journal published an important article by General Secretary Xi Jinping entitled "Looking Ahead and Developing Future Industries." 8. The European Commission held discussions on relations with China; the Ministry of Commerce responded. 9. National Bureau of Statistics: The official manufacturing PMI for May was 50.0%, indicating that my country's overall economic output continued to expand. Individual Stock News 1. Fenghua Advanced Technology: Rumors of not being involved in NVIDIA certification and suspending order acceptance are untrue. 2. Zhongji Xuchuang: The online information regarding the "Optical Interconnection Forum" and "Speech by the Chairman of Zhongji Xuchuang" is false. 3. CATL Chief Scientist Wu Kai: Mass production of sodium-ion batteries will be achieved this year; the next step is to focus on the research and development of lithium-air batteries. 4. Baoding Technology: The company has not had any contact or business cooperation with NVIDIA, and currently has no high-speed copper-clad laminate M7 and M9 products for sale. 5. Geely Group is further integrating its intelligent driving team; the company: No comment. 6. China Huaneng and China Mobile signed a strategic cooperation agreement. 7. Hengtong Optic-Electric: Plans to spin off its subsidiary Hengtong Huahai for listing on the Science and Technology Innovation Board. 8. Li Zhihui, General Manager of China Rare Earth Group, held talks with Luo Qianyi, Chairman of Dongfang Electric Group. 9. Jingce Electronics: Its subsidiary recently signed sales contracts totaling RMB 516 million for semiconductor quality inspection equipment, with applications in advanced memory and other fields. 10. China Jushi: Plans to increase its investment in Jushi Huai'an by RMB 800 million to accelerate the construction of its electronic-grade fiberglass project.

Germany real retail sales MoM (April) -0.3% vs -0.5% consensus; prior -2.0%.