Key News
1. my country achieves significant breakthrough in the research and development of superconducting magnets for nuclear fusion reactors.
2. National Bureau of Statistics: From January to May 2026, the profits of industrial enterprises above designated size nationwide increased by 18.8%, with the electronics industry contributing 103.9% to the profit growth of industrial enterprises above designated size, accounting for 43.1% of the total.
3. China Central Depository & Clearing Co., Ltd.: Decides to further reduce the settlement service fee for spot securities transactions executed by market makers through real market making from 20% to 25%.
4. China Securities Regulatory Commission (CSRC) seriously investigates and punishes illegal and irregular activities by private equity funds Jiuying Asset Management and Tengchuang Investment.
5. Seven national standards in the "Artificial Intelligence and Intelligent Agent Interconnection" series are released.
6. The People's Bank of China and two other departments: Gold import and export permits are waived for items carried or mailed abroad for reasonable personal use.
7. This week, the market value of A-shares released from lock-up exceeds 100 billion yuan, with 16 stocks having a lock-up ratio exceeding 10%. 8. The People's Bank of China and two other departments: Extend the validity period of the "Gold Import and Export Permit" to 3 months ("one permit per batch").
9. China and the EU are holding intensive trade consultations; the EU's lack of sincerity may trigger a sharp increase in Sino-EU trade friction.
10. Industrial Bank: Raises the margin ratio for deferred contracts in its agency business for personal precious metal trading on the Shanghai Gold Exchange.
Individual Stock News
1. Tianfu Communication: Expects to continue increasing capital expenditures in the coming years; the shortage of certain materials will gradually ease starting in the second half of the year.
2. Do-Fluoride Chemicals: The market price of semiconductor-grade hydrofluoric acid has risen by about 20%-30%, with bulk supply to TSMC, Changxin Memory, etc.; plans to produce high-end electronic specialty gases such as tungsten hexafluoride.
3. Hongbai New Materials (4 consecutive daily limit-up): The 20,000-ton high-purity silicon tetrachloride and 5,000-ton electronic-grade tetraethoxysilane projects currently have zero capacity and have not yet started construction.
4. Shenzhen Tianma A: The company is currently in the pre-research stage of developing glass-based packaging substrate samples in collaboration with industry chain partners.
5. Zhongjing Electronics: Competition in the PCB market is expected to intensify in the future.
6. Yake Technology: Currently, it has no business related to tungsten hexafluoride.
7. Xingye Technology (6 consecutive daily limit-up): Currently, none of its products involve optical module customers.
8. Xiangxin Technology (2 consecutive daily limit-up): Liquid cooling products will not have a significant impact on the company's operating performance.
9. Tuojing Technology: Plans to acquire a controlling stake in Wuxi Shangji through a combination of share issuance and cash payment; trading of its shares will be suspended from the 29th.
10. Yinhe Microelectronics: Plans to acquire 100% equity of Hengtaike; the target company can replace Infineon's medium-voltage series products.
11. Fuxin Technology: The full text of a speech by the company's sales representative, Zhou Zhiqi, circulating online is a fabricated article.
12. Sinoma Science & Technology: The revenue share of its wholly-owned subsidiary Taishan Fiberglass's electronic cloth products and special fiber cloth products in 2025 was 1.19% and 2.08%, respectively.
13. Ultrasonic Electronics (6 consecutive daily limit-up moves in 9 days): The company does not produce M8 or M9 copper-clad laminates and has no products supplied to Nvidia.
14. Quanyin Hi-Tech: Due to false records in its 2024 annual report, it was subject to other risk warnings, and its stock abbreviation was changed to ST Quanyin on June 30th.
15. Guangzhi Technology: Plans to acquire a 50.08% stake in Xianrui Technology for 301 million yuan. The target company's 40-ton-per-year indium phosphide production project has obtained environmental impact assessment approval.
