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Key News 1. Goldman Sachs: Maintains overweight rating on A-shares, recommends investing in high-quality Hong Kong-listed internet leaders. 2. Large-scale model safety assessment benchmark co-construction initiative officially launched. Individual

2026-07-13

Key News 1. Goldman Sachs: Maintains overweight rating on A-shares, recommends investing in high-quality Hong Kong-listed internet leaders. 2. Large-scale model safety assessment benchmark co-construction initiative officially launched. Individual Stock News 1. Main force capital flow data shows that Tongfu Microelectronics saw the largest net inflow of main force capital at 1.349 billion yuan, followed by Tuojing Technology, CATL, Sichuan Changhong, and Star-Net Ruijie; GigaDevice saw the largest net outflow of main force capital at 4.713 billion yuan, followed by Huatian Technology, Biwin Storage, Cambricon, and Shannon Semiconductor. 2. Guoxuan High-Tech: G-wall solid-liquid hybrid battery has completed multiple tests and verifications and is ready for mass production. 3. Do-Fluoride Chemicals responded to a significant quarter-on-quarter decline in Q2 performance: Prices and shipments fluctuate seasonally. 4. Xingyun Technology: All major orders disclosed by the company are genuine and valid. 5. Chipown Microelectronics leads the establishment of Jiangsu Provincial Key Laboratory for Intelligent Power Integrated Circuits and Modules. 6. Shangshui Intelligent: The company's semi-dry and dry electrode manufacturing equipment has achieved small-batch delivery. 7. Nanwei Software's stock price plummeted to the daily limit. The company responded that no related-party fund transfers were found. 8. Shenzhen Nanshan Power A: The company has not participated in any projects related to "Easy Storage Intelligent Source". 9. Shunwang Technology: As of the end of the first quarter, it had built a highly efficient distributed computing network with over 330 node data centers.

Other News
2026-07-13

Energy 1. Kuwait lowered its August crude oil price forecast for Asia. 2. South Africa plans to increase its strategic oil reserves to address supply risks. 3. Iraqi Prime Minister visits Washington on Monday, expected to sign an oil and gas agree

Energy 1. Kuwait lowered its August crude oil price forecast for Asia. 2. South Africa plans to increase its strategic oil reserves to address supply risks. 3. Iraqi Prime Minister visits Washington on Monday, expected to sign an oil and gas agreement. 4. Tensions in the Middle East escalate again; European jet fuel inventories have less than a month's supply. 5. EU imports from Russia's flagship LNG project hit a record high in the first half of this year. 6. Eni CEO: If the Middle East conflict continues, the oil market may break out of its current range in early 2027. 7. Goldman Sachs: Recent attacks highlight the uncertainty of the Gulf region's export prospects, and a serious escalation could exacerbate the risk of short-term price increases. Future expansion of pipeline capacity bypassing the Strait of Hormuz would pose a downside risk to the long-term price assumption of $76 per barrel. Iran Situation 1. Iran launches large-scale attacks on US military targets in the region. 2. Iranian Revolutionary Guard announces closure of the Strait of Hormuz. 3. US Central Command: Completed another round of strikes against Iran, deploying unmanned surface vessels for the first time. 4. Data shows that after the resumption of hostilities between the US and Iran, ships secretly passed through the Strait of Hormuz with their transponders off. 5. EU High Representative for Foreign Affairs and Security Policy, Karas: No tolls or fees should be charged for passage through the Strait of Hormuz. 6. Iranian Revolutionary Guard: Striked US military facilities in Bahrain and destroyed radar systems in Oman. Other: 1. The US plans to significantly increase its sugar imports from Mexico to 1.15 million tons.
2026-07-13

CENTCOM said on July 12 it carried out a new round of offensive strikes against Iran, using precision-guided weapons to destroy dozens of targets at multiple locations to degrade Iran’s ability to attack shipping transiting the Strait of Hormuz. The

CENTCOM said on July 12 it carried out a new round of offensive strikes against Iran, using precision-guided weapons to destroy dozens of targets at multiple locations to degrade Iran’s ability to attack shipping transiting the Strait of Hormuz. The operation employed strike aircraft, naval vessels, one-way attack UAVs and, for the first time in combat, one-way attack unmanned surface vessels; CENTCOM said strikes hit Iranian air-defence systems, coastal radar sites, missile and UAV combat capabilities and small boats. CENTCOM added that Iran does not control the Strait of Hormuz and US forces are positioned to ensure freedom of navigation.
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