RoboSense said 1H 2026 total lidar shipments reached 719,200 units, up 169.6% YoY. Robotics-segment shipments were 282,600 units, up 510.4% YoY; ADAS shipments were 436,600 units, up 98.0% YoY.

European Commission will propose that a larger share of national revenues from the EU Emissions Trading System be allocated to industries that incur ETS costs.

Domestic News: 1. The Ministry of Industry and Information Technology (MIIT) issued a risk warning regarding the potential security backdoor in the AI programming tool Claude Code. 2. The 18th meeting of the China-Netherlands Joint Commission on Economic and Trade Cooperation was held in Beijing. 3. Changxin Technology will begin its IPO subscription on July 16. 4. The IMF lowered its global economic growth forecast but raised its forecast for China's growth. 5. The Ministry of Foreign Affairs called on the US and Iran to implement the signed memorandum of understanding. 6. The People's Bank of China's Monetary Policy Committee held its second quarterly meeting in 2026. 7. The 2026 National Summer Cultural and Tourism Consumption Season was launched, with over 450 million yuan in consumer vouchers and subsidies to be distributed. International News: 1. Russia banned diesel exports. 2. South Korea's KOSPI index fell more than 20% from its June high, entering a technical bear market. 3. OpenAI's most powerful model, GPT-5.6, was unveiled on Thursday. 4. Trump demanded the severing of trade ties between the US and Spain, criticizing Spain as a poor ally. 5. The South Korean government is considering extending its 3 trillion won GPU procurement program, originally scheduled to end this year. 6. World Gold Council: Global gold ETFs saw a net outflow of $8.9 billion in June, compared to a net inflow of $8 billion in the first half of the year. 7. US Treasury Secretary Bessenter: US oil may be traded at a premium. 8. US EIA crude oil inventories ended a 10-week decline. 9. Federal Reserve meeting minutes: A minority of officials believed a June rate hike was necessary, but still supported keeping rates unchanged. Most officials believed shortening the statement had its advantages and supported removing the "dodging bias." Officials were clearly divided on the direction of interest rates, with both rate hikes and cuts possible. 10. Middle East situation— ① Trump: The temporary ceasefire agreement between the US and Iran has ended. We may strike Iran again tonight, but we will first observe how things develop. We may reinstate the blockade of the Strait of Hormuz, which will only target Iran. There will be no further war with Iran, and whatever happens will end quickly. Strikes against Iran will slightly increase oil prices, but the increase will be limited to $2. ① Oil supply glut will lead to a drop in oil prices. ② The US military launched another large-scale strike against Iran in the early hours of the 9th Beijing time, citing Iran's attack on merchant ships as a pretext. Explosions were heard in several parts of southern and southwestern Iran. Sources say Iran will launch a large-scale attack on US military bases; US media reports that the scale of this strike is larger than the previous one. Trump stated that if Iran attacks ships again, the consequences will be more severe. ③ Pakistan is in contact with Iran in an attempt to de-escalate tensions. ④ Israeli media: Israel is preparing for a possible resumption of fighting with Iran. ⑤ Iranian officials: We have unused options, including closing the Bab el-Mandeb Strait. ⑥ Sources say that if Iran suffers any new attacks, it will close the Strait of Hormuz. ⑦ According to TASS: Sources say Iran has formally suspended negotiations with the US on a final solution. ⑧ Vance: US military operations will continue unless Iran stops firing on ships.