Key News
1. Apple's AI model has received approval for mobile AI service registration.
2. The People's Bank of China (PBOC): It is not advisable to judge the PBOC's policy orientation based on the size of a single open market operation; the 7-day reverse repo rate remains the main policy rate at this stage.
3. The PBOC: Increase counter-cyclical and cross-cyclical adjustments to consolidate and expand the positive momentum of economic stability; it will guide and regulate interest rates according to economic performance, price trends, and macroeconomic control needs.
4. The PBOC: The cumulative increase in social financing in the first half of 2026 was 20.84 trillion yuan, 2.02 trillion yuan less than the same period last year.
5. The US's new sanctions against Russia target Chinese and Indian buyers of Russian oil and gas; the Ministry of Foreign Affairs stated: This will only backfire.
6. The National Energy Administration: From January to June, total electricity consumption reached 5.0999 trillion kilowatt-hours, a year-on-year increase of 5.3%.
Stock News
1. Biwin Storage: Net profit for the first half of the year is expected to increase by 3200.15% to 3421.59% year-on-year. 2. The laboratory monkey incident sparked speculative hype; Honghui Fruit & Vegetable responded that its operations are normal.
3. Changxin Technology Chairman Zhu Yiming: He will distribute half of his personal incentive shares free of charge to all current employees.
4. China Jushi: Its wholly-owned subsidiary plans to invest 2.405 billion yuan to build a production line with an annual output of 250 million meters of electronic cloth.
5. Huace Testing: Its wholly-owned subsidiary is engaged in the breeding and raising of laboratory monkeys, expanding its upstream laboratory animal resources.
6. Jinhong Gas: Q2 net profit is expected to increase by 1081%-1331% quarter-on-quarter; second-quarter helium revenue increased by over 100% quarter-on-quarter.
7. Jiayuan Technology: First-half net profit is expected to increase by 879%-961% year-on-year; the copper foil market demand has increased significantly, leading to a substantial increase in production and sales.
8. Shijia Photonics: Plans to raise no more than 2.8 billion yuan through a private placement for high-speed AWG chip and optical interconnect component capacity construction projects, etc. 9. Jiangfeng Electronics: First-half net profit is expected to increase by 90%-122% year-on-year, with continued growth in revenue from semiconductor precision component products, the second growth driver.
10. Dapu Microelectronics: Q2 net profit is expected to increase by 124%-164% quarter-on-quarter, driven by the rapid development of global AI, which is fueling demand for enterprise-level storage in data centers.
