Domestic News:
1. The new National Essential Medicines List was released, including 794 drugs.
2. GigaDevice: Net profit for the first half of the year is expected to be around 6.9 billion yuan, a year-on-year increase of approximately 1099%.
3. Foxconn Industrial Internet: Net profit for the first half of the year is expected to be between 23.4 billion and 24.4 billion yuan, a year-on-year increase of 93%-101%.
4. National Bureau of Statistics: In June 2026, the national consumer price index (CPI) rose by 1.0% year-on-year, and the national producer price index (PPI) rose by 4.1% year-on-year.
5. China Association of Automobile Manufacturers (CAAM): From January to June this year, my country's production and sales of new energy vehicles reached 7.438 million and 7.446 million units respectively, representing year-on-year increases of 6.7% and 7.3%.
6. The State Council issued the "15th Five-Year Plan for Carbon Peaking": By 2030, the proportion of non-fossil energy consumption will reach 25%, and the proportion of new energy vehicle ownership will strive to reach 30%.
International News:
1. The Federal Reserve announced the names of five new working group leaders.
2. OpenAI officially launches the GPT-5.6 series models.
3. Meta denies computing power surplus: Sometimes renting is more valuable than using it yourself.
4. US regulators suspend the rapid listing of CME Group's all-weather oil contracts.
5. Burnham secures majority support from British Labour MPs, essentially securing the party leadership.
6. SK Hynix reportedly sets its ADR offering price at $149, a 3.1% premium over its closing price on the Korean stock exchange.
7. Ukrainian military destroys 12 Russian oil tankers and an oil terminal. Putin reportedly rejects calls for peace talks, potentially escalating the situation in the coming months.
8. Middle East Situation—
① Israeli media: Sources say Iran currently has no intention of dragging Israel into the conflict.
② Iran says it will expand its response if the US attacks again.
③ US officials reveal that the current escalation could last a day or two, a week or a month, depending on whether merchant ships continue to be attacked.
④ Sources: Pakistan is still mediating, and the window for US-Iran negotiations may reopen.
⑤ U.S. officials said that technical negotiations with Iran are ongoing and the U.S. remains committed to finding a solution.
