China A-share solid-state battery stocks jumped: Shangshui Intelligent hit the daily limit, Jinhe Galaxy and Xinzhoubang rose over 10%, and Beijing Lier, DF Nano, Dangsheng Technology and Shanghai Xiba also advanced.

On the 29th Israel defense minister Katz said U.S. pressure and a U.S. policy of linking Iran and Lebanon forced the Israel Defense Forces to alter its military strategy toward Hezbollah. Katz said that after President Trump chose to "bind" the Iran and Lebanon situations the IDF stopped bombing Beirut; he described the linkage as aligned with U.S. strategic interests and an "external constraint" Israel accepts to preserve the partnership. Katz added that Prime Minister Netanyahu spoke repeatedly with Trump before the U.S. and Iran signed a related memorandum of understanding, and that Washington applied "strong pressure" which produced the linkage.

June 29 — Midea said Chinese factories are running overtime to meet surging European demand and the company has shifted shipments to China-Europe rail service with 15–25 day transit times, roughly 25 days faster than sea, while local subsidiaries are expediting customs clearance and channel distribution. Gree Electric said European channels are fully sold out and overseas dealers are rushing replenishment to secure market supply. Midea’s plug-and-play PortaSplit mobile split AC is sold out in Germany, the UK, France and the Netherlands; year-to-date PortaSplit shipments have exceeded 200,000 units, double last year’s full-year sales.