Iran's Islamic Revolutionary Guard Corps said it will not allow the Strait of Hormuz to fall outside Iranian sovereign control, warned vessels that violate its authority will face decisive punishment, and said the US would be punished again if it see

Key News 1. State Council Executive Meeting: Promote the large-scale development of emerging pillar industries across the entire value chain, and strengthen basic research and key software and hardware breakthroughs. 2. National electricity load hits a record high of 1.518 billion kilowatts. 3. State Council: Approves in principle the "15th Five-Year Plan for the Revitalization and Development of Traditional Chinese Medicine". 4. Ministry of Commerce and General Administration of Customs: Implement temporary export ban on helium. 5. National Development and Reform Commission: Enhance stable power generation and supply capabilities, and ensure the production and supply of primary energy sources such as coal and natural gas. 6. Ministry of Foreign Affairs statement regarding the hype surrounding the "South China Sea Arbitration Ruling" ten years ago. Individual Stock News 1. Zhongji Xuchuang clarifies rumors of severely underperforming second-quarter results and deliberate stock price suppression. 2. Shannon Chip Innovation: Expects first-half net profit to increase by 2117.54%-2434.34% year-on-year. 3. Seres: Expects a first-half loss of 1.5 billion-1.8 billion yuan, mainly due to increased costs caused by rising raw material prices. 4. Vanke A: Expected net loss of 12 billion to 15 billion yuan in the first half of the year, compared to a loss of 11.947 billion yuan in the same period last year. 5. Unisplendour Corporation: Expected net profit growth of 83.50% to 122.89% in the first half of the year. 6. Rongjie Shares: Expected net profit growth of 956.84% to 1191.69% in the first half of the year. 7. China Satellite: Expected net profit of 30.5 million to 36.5 million yuan in the first half of the year, turning a profit compared to the same period last year. 8. CITIC Securities: Expected net profit of 23.343 billion yuan in the first half of the year, an increase of 70.15% year-on-year. 9. Zhongkuang Resources: Expected net profit of 1.05 billion to 1.25 billion yuan in the first half of the year, an increase of 1078.07% to 1302.46% year-on-year. 10. Fenghua High-Tech: Expected net profit growth of 61.84% to 79.82% in the first half of the year. 11. Yidao Information: First-half net profit is expected to increase by 1442%-1792% year-on-year, driven by sales expansion from AI PC and other product lines. 12. Chengzhi Shares: First-half net profit is expected to be 260 million-320 million yuan, a year-on-year increase of 1259.43%-1573.15%. 13. Muyuan Shares: First-half net profit is expected to turn from profit to loss, with a net loss of 5.7 billion-6.7 billion yuan. 14. Duofuduo: First-half net profit is expected to be 450 million-560 million yuan, a year-on-year increase of 776.68%-990.98%. 15. Luoyang Molybdenum: First-half net profit is expected to increase by 78.76% to 90.29% year-on-year. 16. Xianglu Tungsten: First-half net profit is expected to be 450 million-650 million yuan, a year-on-year increase of 2347.83%-3435.76%. 17. Shiyun Circuit: Net profit for the first half of the year is expected to decline by 73.97%-82.56% year-on-year. The third price increase plan this year, to be implemented gradually in July, is expected to significantly improve performance in the second half of the year. 18. Sinopec completes the restructuring of China Aviation Oil, making it a wholly-owned second-tier subsidiary. 19. Julisling Rigging: Clarifies false rumors about its commercial aerospace business and reminds investors of investment risks. 20. Huagong Tech: TGV glass through-hole laser processing intelligent equipment has completed finalization. 21. Dongyangguang: Its holding subsidiary signed a computing power service procurement contract worth 13 billion to 15 billion yuan. 22. Raw material prices are rising; Shenghong Co., Ltd. raises prices across its entire product line by 10%-30%. 23. Sanyou Chemical: Net profit for the first half of 2026 is expected to increase by approximately 129% year-on-year. 24. Longhua Technology Group's subsidiary, Fenglianke Optoelectronics, achieves fully independent mass production and shipment of G8.7 AMOLED silver alloy tube targets. 25. Dinglong Technology: The soft polishing pads for glass substrates have been delivered to several leading packaging and testing companies and wafer manufacturing companies.

Judo Bank economic adviser Warren Hogan said the Reserve Bank of Australia remains uneasy about the inf outlook and keeps the option of further rate hikes open. Despite escalation in the Iran conflict, Brent crude is only around $77/bbl, and market pricing suggests any supply shock will be contained rather than persistent. The RBA wants greater confidence that the fuel-price shock will not have lasting effects; it has not reached that level of certainty.