德国5月制造业PMI终值 50.1，预期49.9，前值49.9。

A股MLCC概念延续上周强势，火炬电子触及涨停，商络电子涨超10%，国瓷材料、博迁新材、洁美科技、三环集团等跟涨。

Dreame has opened a direct Pre‑IPO financing window, offering roughly 5–10% of shares and targeting a pre‑money valuation near 70 bln yuan, sources said. Minimum single investment is 350 mln yuan and the window is expected to close in early July. At the quoted valuation the raise would equal about 3.5–7.0 bln yuan. The placement combines founder Yu Hao’s secondary share sales with a company primary issuance; the final new‑vs‑old share split will be confirmed with the lead investor and may be adjusted. The 70 bln yuan figure is a negotiation baseline and represents a material step‑up from Dreame’s prior financing round, according to sources.