On Aug. 4, the PBOC Guangdong branch held its H2 2026 work meeting and Guangdong foreign-exchange management meeting, directing continuation of a moderately loose monetary policy to help stabilise Guangdong growth and calling for stronger support to priority sectors and weak links to improve the quality and efficiency of financial services to the real economy. The meetings pushed continued FX-management reform to ease cross-border trade and investment financing, and stressed macroprudential and

Aug 5 — Dongshan Precision said reports of a 'Micron module ban' are market noise and that it will continue to monitor overseas regulatory developments. The statement followed investor queries on the Shenzhen exchange interactive platform asking whether subsidiary Solas Optoelectronics could still supply North American customers if the reports proved true and asking for the mass‑production timetable at its Thailand plant. Dongshan closed at 188.83 yuan/share on Aug 5, up 5.44%.

Mainland A-share indices closed higher after a weak open: Shanghai Composite +1.47%, Shenzhen Composite +1.86%, ChiNext +1.32%; STAR 50 Index +4.78%. Turnover across Shanghai and Shenzhen was 2.66 trillion yuan, up 446 billion yuan from the prior session. More than 3,700 stocks advanced. Zhongji Xuchuang recorded turnover above 67.5 billion yuan, eclipsing its previous record of 59.77 billion yuan on July 30, 2026. Memory-chip names were strongest—Zhengfan Technology hit the 20% daily limit; photolithography stocks were active, with Woge Optoelectronics posting a second straight daily limit up; precious-metals plays strengthened, with Sichuan Gold among stocks at the daily limit. PCB, lithium-battery, semiconductor, education and pharmaceutical sectors outperformed; banks, oilfield services & engineering and liquor sectors underperformed.