Deep Blue Auto said July 2026 global sales were 29,213 vehicles, up 7.52% YoY; Jan–July YTD global sales were 193,369 vehicles, up 13.48% YoY. Cumulative global sales now exceed 910,000 vehicles.

深藍汽車：2026年7月全球銷量29213輛，同比增長7.52%；1-7月全球累計銷量193369輛，同比增長13.48%；全球累計銷量超91萬輛。

Huatai Securities says Q2 2026 fund holdings in the Chinese auto sector fell to 1.65%, the lowest since 2021, while sector valuations sit below the 15th percentile of the past five years—positioning and valuation both at relative historical lows. The report attributes the rapid de-risking mainly to a slide in domestic demand that cut earnings expectations, and to AI thematic flows that accelerated selling, concentrating cuts into one quarter. All four core sub-sectors saw cuts with clear dispersion: passenger cars were cut deepest and show the weakest fundamentals; commercial vehicles have improving profitability but display the largest divergence between heavy holdings cuts and price declines; auto parts were most resilient, with some stocks showing independent alpha and receiving buys; motorcycles and other were the only overweight sub-sector. Huatai judges downside may be limited and that upside depends on a fundamental inflection; key catalyst to monitor is improvement in domestic sales by end-Q3. Preferred exposures are export-strong commercial vehicle chains, the motorcycle sector, and auto-parts names with idiosyncratic alpha.

China Index Academy said July 2026 transaction activity in key Chinese cities remained elevated and volumes continued to rise YoY. Continued price adjustments across most cities pushed the 100-city average resale residential price to 12,584 yuan/sq m, down 0.44% MoM (0.02 percentage points wider than June); 8 cities rose MoM, 92 fell, with Shanghai among core cities continuing to post MoM gains. New-home supply of quality projects in Shanghai, Shenzhen, Hangzhou, Chengdu and Hefei drove a structural uptick in new-home prices: the 100-city new-build average was 17,229 yuan/sq m, +0.26% MoM and +2.09% YoY. Rental demand from graduation season lifted leasing; the 50-city average residential rent was 34.01 yuan/sq m/month, +0.13% MoM and -2.62% YoY.

At 03:22 local time on Aug. 1 a Xinhua reporter heard multiple heavy explosions in Kyiv. Mayor Klitschko said Russian forces were conducting ballistic missile strikes on the city and that, as of about 03:00, the air raids had injured 12 people, one seriously; all injured have been hospitalized.

According to the Wall Street Journal, OpenAI may delay its IPO until next year.