Spot palladium rose above $1,300 per ounce, up 4.09% on the day.

The General Administration of Customs stated that my country's foreign trade will face certain pressures in the second half of the year, but with sufficient innovation momentum, strong market vitality, and a high level of openness, the fundamentals of foreign trade remain solid, and the positive momentum of foreign trade development is expected to continue.

Key News 1. my country's foreign trade exceeded 25 trillion yuan for the first time in the first half of the year, a year-on-year increase of 16.9%. 2. General Administration of Customs: Since the beginning of this year, China's export growth rate has exceeded 10%, maintaining growth for 11 consecutive quarters. 3. The "Guidelines for Reusable Launch Vehicle Research Projects (Third Batch)" has been officially released. 4. National Healthcare Security Administration: 601 drugs have passed the formal review for the 2026 medical insurance catalog adjustment. 5. "High-interest deposits from major state-owned banks" trending online? Agricultural Bank of China and China Construction Bank issue urgent responses: Fake news. Individual Stock News 1. Data on main force capital flow shows that Dongshan Precision saw the largest net inflow of main force capital at 4.851 billion yuan, followed by Xin Yisheng, Zhongji Xuchuang, Hudian Shares, and Shengyi Technology; Zhongwei Company saw the largest net outflow of main force capital at 946 million yuan, followed by Dongfang Fortune, Jiangfeng Electronics, Inspur Information, and Huafeng Technology. 2. Dizhe Pharmaceutical: Signed a licensing agreement with AstraZeneca. 3. Is Zhongqing Robotics planning a backdoor listing through acquisition? Senba Sensing: There is currently no such rumor. 4. Nanya New Materials: Net profit for the first half of 2026 is expected to be 420 million to 500 million yuan, an increase of 381.71% to 473.46% year-on-year. 5. Tiancheng Technology: Net profit for the first half of 2026 is expected to be 60 million to 65 million yuan, an increase of 63.34% to 76.95% year-on-year. 6. Shuangjie Electric's stock price plummeted after State Grid suspended its bidding qualifications across the board. The company responded that it is initiating an appeal. 7. Mindray Electronics: Guangwei Integrated recently adjusted its product prices, with all products increasing by 15%-20%. 8. CIMC Enric: An order for over 300 electronic specialty gas cylinders (Y-type) from its subsidiary and Jinhong Gas is being delivered in batches. 9. Xinhecheng: Rising sulfur prices will have a certain transmission effect on the unit production cost of methionine. 10. Junpu Intelligent: Developing ultra-large electric drive assembly systems for BMW's Austrian plant.