India July final manufacturing PMI 53.5, in line with forecast 53.5, down from June's 53.9.

Israel told the White House it has serious security concerns about a Hamas disarmament agreement. The Israeli prime minister’s office said intelligence assessments indicate Hamas plans to rebuild military capabilities rather than genuinely demilitarize. Israel said it will not withdraw from most of Gaza until Hamas completes disarmament. Hamas said it will begin disarming under Trump’s 20-point ceasefire plan, which calls for surrendering weapons and destroying tunnels and envisages Israeli withdrawal, a new technocratic Palestinian government and international security forces. A large-scale Israeli troop pullback before October elections is unlikely.

Key News 1. The China Securities Regulatory Commission (CSRC) and the Hong Kong Securities and Futures Commission (SFC) jointly announced new measures to deepen practical cooperation and close coordination between the two markets. 2. China's RatingDog PMI for Manufacturing PMI reached 50.9 in July, marking the eighth consecutive month of expansion. 3. A blockchain international standard led by my country has been approved by the International Organization for Standardization (ISO). Individual Stock News 1. Data on main capital flows shows that Tianfu Communication saw the largest net inflow of main capital at 1.174 billion yuan, followed by Huadian Liaoneng, Green Harmonic, Sanhuan Group, and Tongwei Co., Ltd.; GigaDevice saw the largest net outflow of main capital at 4.605 billion yuan, followed by China Jushi, Dongshan Precision, Cambricon, and Luxshare Precision. 2. Changxin Memory Technologies Co., Ltd. increased its capital to approximately 31.39 billion yuan, an increase of approximately 31%. 3. Changxin Technology Co., Ltd. was included in the world's "hottest" memory ETF, with a weighting of 2.52%. 4. Muxi Technology's XiYun C-series GPU Day 0 is compatible with the multimodal generative model MiniMax H3. 5. GCL Energy Technology participates in the Series A financing of Yizheng Quantum. 6. Zhongfu Information's self-developed terminal obtains the first set of electronic product certification in Shandong Province. 7. New Hope: Pig prices in the third quarter will improve compared to the second quarter, but the outlook is not very optimistic. 8. Hansoh Intelligent signed a contract for the Sany Soter next-generation gearbox intelligent mass production line project. 9. Yipin Hong: Its wholly-owned subsidiary is expected to win a 3.4817 million yuan pharmaceutical project.