Important news 1. The basic pension for retirees will be increased by 2% in 2025. 2. The Shanghai State-owned Assets Supervision and Administration Commission held a central group study meeting on the development trend and response strategies of cryp

2025-07-11

Important news 1. The basic pension for retirees will be increased by 2% in 2025. 2. The Shanghai State-owned Assets Supervision and Administration Commission held a central group study meeting on the development trend and response strategies of cryptocurrencies and stablecoins. 3. The Ministry of Commerce: A special operation has been deployed to combat the smuggling and export of strategic minerals. 4. The visa exemption agreement between China and Malaysia will take effect on July 17. 5. Wang Yi: The negotiations on the China-ASEAN Free Trade Area 3.0 have been fully completed and the protocol will be signed within the year. Individual stock news 1. Northern Rare Earth: The transaction price of rare earth concentrate in the third quarter was adjusted to 19,109 yuan/ton excluding tax, an increase of 1.5% month-on-month. 2. Baosteel Co., Ltd.: It is planned to adjust the price of related transactions of rare earth concentrate in the third quarter to 19,109 yuan/ton excluding tax, an increase of 1.5% month-on-month. 3. Seres: Net profit in the first half of the year is expected to increase by 66%-97% year-on-year. 4. China Shipbuilding: Net profit in the first half of the year is expected to increase by 98%-119% year-on-year. 5. Shanghai Electric: Net profit in the first half of the year is expected to increase by 44.63%-53.40% year-on-year. 6. Limin Shares: Controlling shareholder Li Ming plans to reduce his holdings of no more than 3% of the company's shares. 7. WuXi AppTec: Adjusted net profit for the first half of the year is expected to be about 6.315 billion yuan, an increase of about 44.43% year-on-year. 8. Wall Nuclear Materials: Net profit in the first half of the year is expected to be 545 million yuan-587 million yuan, an increase of 30%-40% year-on-year. 9. Guangshengtang: GST-HG131, an innovative drug for the treatment of hepatitis B, is included in the list of breakthrough therapeutic products. 10. Changling Hydraulics: Core Wave intends to make a tender offer for 12% of the company's shares at 36.24 yuan per share, and the stock will resume trading on the 11th. 11. Shengshi Technology: It plans to participate in the auction of French humanoid robot assets for no more than 28 million euros and establish a French subsidiary. 12. Dongyangguang: Net profit in the first half of the year is expected to increase by 157%-193% year-on-year, and the embodied intelligent robot business has achieved operating income. 13. Xinya Electronics: During this stock movement, the company's directors and senior management have reduced their holdings of the company's stocks.

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2025-07-11

Ukrainian President Zelensky: We are very close to reaching an agreement on a new round of sanctions.

2025-07-10

US dollar: 1. Minutes of the Fed's June meeting showed that officials had different views on rate cuts because they had different views on the impact of tariffs on inflation. Analysts pointed out that there are three factions: rate cuts this year but