On July 10, China's CUSTOMS deputy head Zhang Baofeng met Namibian tax commissioner Shivite to advance implementation of bilateral leaders' consensus and deepen cooperation on smart customs, AEO mutual recognition, customs-to-customs collaboration and capacity building.

Korea Investment & Securities estimates SK Hynix Q2 revenue at 80.9 trln won and operating profit at 60.4 trln won, up 264% and 556% YoY respectively, but about 8% below the 65 trln won market consensus. Analyst Chae Min-suk said SK Hynix’s higher share of high-bandwidth memory (HBM), whose ASP gains have lagged the market, caps company-level ASP increases; with HBM4 entering full production and sales from Q3, ASP growth should align with the market. KIS estimates Q2 DRAM and NAND ASPs rose roughly 30% and 50% QoQ. The broker cut its operating-profit forecasts for this year and 2027 by 9% and 11%, saying the revisions reflect more realistic price assumptions tied to signed long-term contracts. Chae added that as the memory industry shifts toward 3–5 year contract structures, company value will depend on how long higher profitability persists rather than quarterly ASP growth rates.

Hong Kong-listed robotics stocks were mostly weaker: Estun Automation (02715.HK) fell 8.96%, GAC Group (02238.HK) dropped 5.02%, Woan Robot (06600.HK) declined 3.31%.