Assistant Governor of the Reserve Bank of Australia, Hunt: The impact of monetary policy has a lag, (we) must be forward-looking.

Important News 1. Qiushi magazine published an important article by General Secretary Xi Jinping, "Deepening the Construction of a National Unified Market." 2. Li Chenggang: The two sides reached a basic framework consensus on properly resolving TikTok-related issues through cooperation, reducing investment barriers, and promoting relevant economic and trade cooperation. 3. Nvidia violated the Anti-Monopoly Law, and the State Administration for Market Regulation decided to conduct further investigations in accordance with the law. 4. The Mexican President said he would discuss imposing tariffs of up to 50% on China this week, and the Ministry of Foreign Affairs responded. 5. The State Administration of Foreign Exchange: Foreign direct investment foreign exchange profits are allowed to be reinvested domestically. 6. Emerging market ETFs saw inflows for the fifth consecutive week, with China maintaining its leading position. Individual Stock News 1. CATL: The company's new sodium battery has passed the new national standard certification, becoming the world's first. 2. Longpan Technology: Signed a cooperation agreement with CATL for the procurement of lithium iron phosphate cathode materials, with the total contract sales exceeding 6 billion yuan. 3. Tansun Technology: Has partnerships with Oracle, IBM, and other manufacturers. 4. Shanghai Construction Engineering: News related to the Koka Gold Mine is not recent. 5. Loongson Technology: The first GPGPU chip, 9A1000, will be delivered for tape-out in the third quarter. 6. Purui Technology: Plans to acquire a controlling stake in SHM, a high-performance 2D NAND memory chip company. 7. China Pacific Insurance: Shanghai International Group Co., Ltd. plans to transfer state-owned equity free of charge. 8. Sihui Fushi: The first and second largest shareholders, Sihui Mingcheng and Tiancheng Tongchuang, reduced their holdings by 0.94%. 9. Nanfeng Technology: Fixed asset investment for the Southern Additive 3D Printing Service Project has not yet been finalized, after hitting the 20CM daily limit for two consecutive days. 10. Jiugui Liquor: The company's products in partnership with Pangdonglai are selling well, and the company will accelerate the development of innovative products such as mass-market, low-alcohol, and small-batch liquors. 11. Joyson Electronics: A subsidiary has been awarded a new contract for a global automotive intelligent project totaling approximately 15 billion yuan, with plans to begin mass production in 2027. 12. Xindazheng: Plans to acquire no less than 51% of the shares of Jiaxin Liheng Facilities Management (Shanghai) Co., Ltd.; trading of its stock will be suspended starting on the 15th. 13. Dingtong Technology: Plans to invest US$15 million to establish a wholly-owned subsidiary in Vietnam to develop and produce products such as liquid cooling radiators for optical modules.

Important News 1. Pan Gongsheng published an article in Qiushi: "Resolutely implement the global governance initiative and continuously promote the reform and improvement of global financial governance." 2. Since the 14th Five-Year Plan, my country's grain production has reached a new high, with per capita grain consumption reaching 500 kilograms. 3. Policies to promote the development of "15-minute convenient living zones" in cities will be introduced. Individual Stock News 1. Data on major capital flows shows that Teamsun Technology saw the largest net inflow of 1.856 billion yuan, followed by Sugon, Supply and Marketing Cooperatives, Sanhua Intelligent Control, and Leo Group. Northern Rare Earth saw the largest net outflow of 2.014 billion yuan, followed by New Eosun, CITIC Securities, Zhongji Xuchuan, and Zijin Mining. 2. Sugon launched its smart industrial platform. 3. Poly Group issued a statement: Some criminals have registered companies as subsidiaries of Poly Group and conducted business activities under their names. 4. Rifeng Shares: Its application for issuing shares to specific investors has received registration approval from the China Securities Regulatory Commission. 5. Cangzhou Mingzhu: The company's diaphragm products are useful in semi-solid-state batteries and are available in small quantities. 6. Dongtu Technology and Haiguang Information jointly launched the IC 3003C server and other domestically produced industrial control equipment. 7. Tianyong Intelligent: Strategically partnered with Bionik Robotics to promote the large-scale application of humanoid robots in China. 8. Yangjie Technology and Xingyu Shares signed a strategic cooperation agreement, and the two parties will deepen their collaboration on the development of the entire automotive semiconductor industry chain. 9. Tongxing Technology: The company is making smooth progress in the field of sodium battery materials, having completed technical exchanges with multiple battery cell and terminal companies and initiated sample testing.