Australia June exports rose 9.6% MoM; prior -6.9%.

US President Trump said the US is in talks with Iran and that it remains to be seen what will happen.

Key News 1. Foreign Ministry responds to US plan to ban Chinese optical modules: China firmly opposes the US's overgeneralization of the concept of national security and will continue to resolutely safeguard the legitimate rights and interests of Chinese enterprises. 2. Following the Shanghai Stock Exchange's action, the Shenzhen Stock Exchange will also switch trading lines; surrounding data centers are already experiencing "supply shortages." 3. The "15th Five-Year Plan for Promoting the Development of Small and Medium-sized Enterprises" is about to be released. 4. Ministry of Commerce: Countermeasures taken against six US entities, including Applied DNA Sciences. 5. my country's designated CCC certification bodies suspend entrusting US certification bodies to conduct factory follow-up inspections. 6. Spokesperson for the Ministry of Commerce answers reporters' questions regarding countermeasures against a series of negative measures against China by the US Federal Communications Commission and the US Department of Homeland Security. Individual Stock News 1. Changxin Memory rejects Apple's price reduction request, offering a price close to Samsung and SK Hynix. 2. Unitree Automation: IPO online roadshow to be held on August 7, 2026, with a planned issuance of 40.4464 million shares. 3. Dongshan Precision responds to rumors of a US plan to ban the import of Chinese optical modules: Currently, this is only market information. 4. BeiGene: Q2 2026 net profit was $237 million, a year-on-year increase of 151%. 5. Chuanzhi Education: The AI talent vocational training segment in which the company operates is currently in its early stages of development. 6. Aili Home Furnishings: Trading resumed on August 6th after the suspension investigation was completed; the stock price rose 135.77% in 9 days. 7. Meishi Technology: Plans to conduct preliminary work on an indium phosphide semiconductor material industrialization project. 8. Hongyuan Electronics: Plans to raise no more than 300 million yuan through a private placement for projects such as the technological upgrading of multilayer ceramic chip capacitors and adjustable capacitors for industrialization.