Japanese Prime Minister Sanae Takaichi: As the situation in the Strait of Hormuz enters a critical stage, and considering that Iran is continuing to communicate with relevant countries on opening the strait, Japan believes it is crucial to ease the c

Key News 1. my country's auto exports continue their strong growth momentum, exceeding 1 million vehicles for two consecutive months. 2. The veracity of the rumor circulating in the market today about a collective meeting of polysilicon companies tomorrow remains to be verified. 3. Zhejiang Province: Strengthening full-lifecycle financial support for brain-computer interface (BCI) companies and encouraging them to choose appropriate listing methods. Individual Stock News 1. Data on main capital flows shows that Changxin Technology saw the largest net inflow of main capital at 3.644 billion yuan, followed by Zhongji Xuchuang, Yongding Shares, Xin Yisheng, and ZTE Corporation; Taiji Industry saw the largest net outflow of main capital at 873 million yuan, followed by Ziguang Shares, Tuojing Technology, Fenghua Advanced Technology, and Foxconn Industrial Internet. 2. Rumors circulated online that Nvidia intended to invest in Zhongji Xuchuang and Xin Yisheng. The company responded urgently: Please refer to official announcements. 3. Dasheng Intelligent surged to its daily limit after rumors of a partnership with Unitree Technology. The company clarified: There is no equity relationship, and it has no robotics business. 4. Qiming Information: The company currently has no automotive electronics products for the Hongqi H7 model. 5. Yongda Shares: The company's products are not currently used in the humanoid robot field. 6. Mindray Electronics: Its subsidiaries, Guangxin Microelectronics and Guangxin Integrated Circuits, have had full order books this year. 7. BLT-A320 from Platinum Technology has been successfully deployed and put into operation in Addblu, India. 8. Zhongke Haina: Sodium-electric tractor vehicles have been listed in the Ministry of Industry and Information Technology's product announcement, accelerating the commercialization and mass production of sodium-electric technology. 9. Platinum New Materials: The chip inductor business has full order books and high capacity utilization. 10. Guangda Tongchuang and Shenzhen University are promoting the accelerated application of high-performance carbon fiber and resin materials in the fields of avatar intelligence and consumer electronics. 11. Huayi Technology and Zhenjue Wanxiang have reached a cooperation agreement to jointly explore the North American market for robot data acquisition equipment.

OPEC's monthly report shows that the global crude oil freight market experienced significant volatility in July due to disruptions in trade flows. Although VLCC (Very Large Crude Carrier) spot freight rates fell 18% month-on-month, they still surged 432% year-on-year, reaching historical highs. Freight rates on the Middle East to East Asia route soared 731% year-on-year. In contrast, Suezmax and Aframax tanker freight rates strengthened month-on-month, rising 28% and 44% respectively, with Aframax tanker freight rates on the Mediterranean route jumping an even more dramatic 61% month-on-month. OPEC noted that despite high freight rates, global refinery utilization rates remained above 78%, driven by strong refining margins.