China's State Post Bureau said on July 17 postal deliveries totalled 108.89 billion items in 1H, up 4.2% YoY. Express deliveries reached 100.38 billion items, up 5% YoY. The bureau said industry scale rose modestly and market structure continued to optimize. Source: Xinhua.

市場消息：英特爾(INTC.O)將整合先進的Gemini驅動的生成式人工智能，覆蓋其全球員工。

Tokyo-based supply-chain risk firm Resilire’s online June survey of 400 decision-makers at manufacturers that buy rare earths and rare-earth materials found average procurement costs rose 22.3% year-on-year. About 30% of respondents reported cost increases of 20–29% (the largest share); roughly 20% reported increases of 10–19%; just over 10% reported increases of 30–39%. Most firms report limited ability to pass higher input costs to customers: among firms with rising procurement costs, 4.2% said they can almost fully pass the increase through to prices, about 10% said they cannot pass costs on at all, and more than 40% said they can absorb less than half of the added cost when combining the under-25% and 25–49% pass-through groups.