Ministry of Agriculture and Rural Affairs monitoring: Aug 6 Agricultural Wholesale Price 200 Index 113.66, up 0.17 points vs prior day; the 'vegetable basket' wholesale price index 113.83, up 0.20 points. As of 14:00 nationwide wholesale average prices: pork 15.80 yuan/kg, up 0.4% day-on-day; beef 67.25 yuan/kg, down 0.2%; mutton 64.59 yuan/kg, up 0.3%; eggs 9.84 yuan/kg, down 0.2%; dressed chicken 17.23 yuan/kg, down 0.6%.

CITIC Securities said the likelihood that the FCC’s rumored ban on Chinese optical modules will be implemented in its current form is low, noting U.S. market dependence on Chinese modules is a major barrier. Chinese suppliers have grown global share and proven competitiveness via technology accumulation and scale manufacturing rather than reliance on a single market. High China–U.S. interdependence in the optical-communications supply chain means such restrictions would raise procurement costs for North American cloud providers and delay their deployment schedules as they decouple from large-scale Chinese deliveries. CITIC said leading Chinese module vendors already have integrated advantages across technology iteration, mass production and client responsiveness in AI high-speed interconnects, leaving the ban subject to significant practical industry resistance.

Market sources say wholesale prices for eighth-generation Wuliangye have risen since Aug 4, jumping on third-party price platforms from 730 yuan to 745 yuan per bottle. Wholesale quotes in Henan, Hebei, Shanghai, Sichuan and Shandong have breached 760 yuan per bottle, with one-week gains exceeding 30 yuan. A Sichuan distributor said the rise reflects partial adjustments to the company's channel policy and is not the result of supply suspension.