Domestic News:
1. The China Securities Regulatory Commission (CSRC) approved the registration of coking coal options.
2. The BeiDou Navigation Satellite System has completed its on-orbit upgrade.
3. The State Administration for Market Regulation (SAMR) issued guidance on price compliance in the photovoltaic industry.
4. The three major telecom operators will stop issuing SIM cards through third-party internet channels.
5. my country approved eight new nuclear power units, with a total investment exceeding 170 billion yuan.
6. The first round of bidding for the 12th batch of centralized drug procurement concluded, with 265 companies expected to be selected.
7. The "Regulations of the State Council on Exit and Entry Management" will take effect on September 15.
8. my country's elderly population aged 60 and above exceeds 323 million, accounting for 23% of the total population.
9. The National Development and Reform Commission (NDRC) reported that artificial intelligence-related industries maintained high growth of over 30% in the first half of the year.
10. China's manufacturing purchasing managers' index (PMI) was 49.2% in July, indicating good resilience in the manufacturing sector.
11. Tesla China stated that media reports claiming "Tesla is considering divesting its China business" are false. 12. Li Qiang chaired an executive meeting of the State Council, hearing reports on the construction of new power grids and logistics networks.
13. The State Financial Supervision and Administration Bureau and three other departments jointly released 22 measures to improve the governance of financial institutions.
14. The National Development and Reform Commission (NDRC) is currently working with relevant departments to expedite the formulation of an implementation plan for expanding domestic demand.
15. The People's Bank of China (PBOC) announced that the weighted average interest rate for newly issued commercial personal housing loans nationwide in the second quarter of 2026 will be 3.06%.
16. An "electronic fence" will be built to target "ghost delivery" services, using a triple coordinate comparison of the business premises, food preparation address, and rider pickup address.
17. The Ministry of Finance reported that from January to June, the total operating revenue of state-owned and state-controlled enterprises nationwide decreased by 2.0% year-on-year, while total profits increased by 2.4% year-on-year.
18. The NDRC announced that, based on changes in international oil prices, domestic gasoline and diesel (standard grades) prices will be increased by 685 yuan and 655 yuan per ton respectively, effective from 24:00 on July 31. International News:
1. OpenAI's active model users exceed one billion.
2. South Korea tightens leveraged ETFs, resulting in a 75% plunge in trading volume on the first day.
3. The Bank of Japan voted 8-1 to keep interest rates unchanged, but will raise rates depending on the situation.
4. Japanese media: The yen plunged again in US trading on Friday, with the Japanese government and central bank intervening in the foreign exchange market for the second consecutive day.
5. Foreign investors made net purchases of 7.2 trillion won worth of KOSPI shares on Friday, a record high.
6. South Korea's KOSPI index closed up nearly 18% on Friday, its largest single-day gain ever, but its monthly decline of 22% is the third largest in history.
7. British media reports that the US and Japan jointly bought yen for the first time in nearly 30 years, with a US Treasury Secretary's memo revealing plans to buy $5-10 billion.
8. Anthropic disclosed three AI model security test intrusion incidents, and OpenAI discovered more evidence of AI agents breaching security measures.
9. Market News: The Caspian Pipeline Alliance (CPC) continues oil operations after considering an "indefinite" suspension of oil and tanker operations.
10. Federal Reserve—
① Federal Reserve Chairman Warsh considers reducing the frequency of annual policy meetings.
② Several Federal Reserve officials voiced support for interest rate hikes, increasing internal pressure from hawkish factions.
11. Middle East Situation—
① Israel and the United States consider imposing a land blockade on Iran.
② Iranian Revolutionary Guard Corps shot down and seized two oil tankers violating the embargo in the Strait of Hormuz.
③ Hamas official: Whether to disarm depends on the progress of Israel's withdrawal from Gaza.
④ Hamas officials say they have agreed to a new version of the ceasefire roadmap.
⑤ Iran claims to have closed the Strait of Hormuz, which is denied by the US Central Command.
⑥ Trump: A deal with Iran is possible, but I increasingly distrust them.
⑦ US media: Trump has ordered a new round of attacks on Iran, which may begin as early as this weekend; energy facilities may be a key target.
⑧ Iranian media: Iranian officials say they have developed a comprehensive plan to deal with potential US-Israeli attacks, including targeting key Israeli infrastructure and US energy infrastructure in the Middle East.
