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 struct

Cui Dongshu of the CPCA said total lithium‑ion battery demand in 1H 2026 reached about 1.069 TWh, up 53% YoY, as industry growth shifted from NEV‑only to a multi‑pillar mix of energy storage, overseas exports and commercial vehicles. New energy vehicle demand totaled ~793.2 GWh, +37% YoY, but domestic NEV passenger retail fell 2% YoY, indicating a move into stock competition; vehicle and battery exports are the primary incremental sources. Battery customs exports grew 54% YoY. Storage demand, the largest growth engine by production‑sales estimates, hit ~275.7 GWh in 1H, up 130% YoY, with June single‑month growth +333% YoY. NEV demand share fell to 74% while storage rose to 26%; storage and overseas markets are now the core supports for industry high cycle.

FT reports NXP SEMI (NXPI.O) is in talks to acquire a designer of camera chips for autonomous vehicles valued at $3.3 bln.