In front of the stock market, Trump has notified Congress of the resumption of the Iranian war; the State Council approved the "15 th Five-Year Plan to Expand Consumption"
[Financial Calendar] The State Council Information Office held a press conference on the import and export situation in the first half of 2026. US June CPI Federal Reserve Chairman Warsh attended the Congressional Monetary Policy Hearing (7/14-7/15) Financial report release: Big news from JPMorgan Chase, Goldman Sachs, Citigroup, Bank of America, and Wells Fargo. Member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council Li Qiang chaired a symposium of economic situation experts and entrepreneurs on the afternoon of July 13 to listen to opinions and suggestions on the current economic situation and the next economic work.
The State Council Information Office held a press conference on the import and export situation in the first half of 2026 Federal Reserve Chairman Warsh attended the Congressional Monetary Policy Hearing (7/14-7/15) Earnings Release: JPMorgan Chase, Goldman Sachs, Citigroup, Bank of America, Wells Fargo Li Qiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, chaired a symposium of economic situation experts and entrepreneurs on the afternoon of July 13 to listen to opinions and suggestions on the current economic situation and the next economic work. Li Qiang emphasized that doing a good job in economic work in the second half of the year is directly related to the realization of the development goals for the whole year and the good start of the "15th Five-Year Plan". In accordance with the decisions and arrangements of the Party Central Committee, we must maintain the strategic focus on high-quality development, increase counter-cyclical adjustments, make full use of existing policies, study and reserve incremental policies in advance, and effectively consolidate and expand the stable and positive economic trend. It is necessary to implement systematic policies to release the potential of domestic demand, implement policies to expand capacity and improve quality of the service industry, expand the supply of high-quality services, and accelerate the cultivation of new growth points for consumption. We must adhere to the coordinated efforts of investing in things and investing in people, focus on promoting the construction of major infrastructure networks, strengthen investment in human capital such as education and training, improve public services such as medical care, elderly care, and childcare, and expand domestic demand while improving people's livelihood. It is necessary to promote the smooth transition between old and new driving forces, accelerate the digital and intelligent transformation of the manufacturing industry, promote the deep integration of advanced manufacturing and modern service industries, promote the large-scale commercial application of new technologies such as artificial intelligence, and cultivate more new industries and new tracks. It is necessary to do a thorough job of stabilizing employment and enterprises, implement actions to stabilize jobs, expand capacity and improve quality, actively expand new occupations and new positions, and ensure overall stability in employment. It is necessary to promptly respond to the concerns of enterprises, continue to optimize the business environment, focus on using reform methods to stimulate market vitality, and support better development of enterprises. The State Council approved the “15th Five-Year Plan for Expanding Consumption”. The Plan proposes: -Expand the consumption of digital products and increase the effective supply of new generation smart terminal products; -Expand automobile consumption and promote full-chain innovation and development in the field of automobile circulation and consumption; -Continue to consolidate the stable and positive development trend of the capital market and increase the property income of urban and rural residents through multiple channels; The State Council recently issued the "15th Five-Year Plan for National Health", which clarifies the goals and tasks, policy measures, and major projects and projects for accelerating the construction of a healthy China during the "15th Five-Year Plan" period. The plan proposes that by 2030, the health priority development strategic institutional system will be gradually established, the health promotion policy and institutional system will be more complete, the basic medical and health system with Chinese characteristics will be more complete, public health security capabilities and grassroots disease prevention, treatment, and health management capabilities will be significantly improved, the allocation of medical and health resources will be more optimized, and the multi-level medical security system will be further improved. The integrated development pattern of education, science and technology talents facing people's life and health has basically been formed. my country's leading position in the development of traditional medicine in the world has been further consolidated. Decisive progress has been made in building a healthy China. The average life expectancy has reached 80 years old. Major health indicators have entered the ranks of high-income countries, laying a solid foundation for building a healthy China in 2035. Four departments including the Ministry of Industry and Information Technology issued the "Guiding Opinions on Promoting the High-Quality Development of Basic Internet Resources." It is proposed that by 2030, the high-quality development of basic Internet resources will achieve systematic breakthroughs, achieve a number of iconic technological original achievements, and form a series of leading technical standards. The basic resources and system architecture of the Internet have been innovated and evolved, new Internet infrastructure with efficient collaboration and intelligent interconnection has been built, and a number of new service networks have been created. The industry-university-research innovation and development system for Internet basic resources continues to improve, supporting the rapid development of new scenarios, new models, and new business formats on the Internet. The efficient management and comprehensive guarantee capabilities of Internet basic resources have been significantly improved. By 2035, my country will become an important source of innovation and leader in the global Internet basic field, fully supporting the construction of a new Internet infrastructure with advanced architecture, global interconnection, high-speed ubiquity, security and controllability.
14 departments including the Ministry of Civil Affairs jointly announced the "Three-Year Action Plan for Expanding Capacity and Improving Quality of the Rehabilitation Assistive Device Industry (2026-2028)." This is an important document that once again systematically promotes the high-quality development of the rehabilitation assistive device industry at the national level after the State Council issued the "Several Opinions on Accelerating the Development of the Rehabilitation Assistive Device Industry" (Guofa [2016] No. 60) in 2016. This "Plan" is based on the dual goals of people's livelihood needs and industrial upgrading, and clearly proposes that by 2028, a new industrial development pattern will be gradually formed with stronger entities, carrier support, brand promotion, market activity, and innovation leadership. The "Plan" proposes six major actions: "application demonstration guidance, industrial optimization and upgrading, improvement of innovation capabilities, improvement of policy effectiveness, optimization of market environment, and empowerment of talent teams". On the application side, promote the multi-scenario integration of "rehabilitation assistive devices +", create a "center + site" urban and rural service network, and promote shared leasing; on the industrial side, focus on the Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong, Hong Kong and Macao and other agglomeration areas to cultivate leading enterprises and specialized new enterprises, and promote the construction of intelligent manufacturing and green factories; on the innovation side, guided by the integration of medicine and industry, we will tackle cutting-edge technologies such as brain-computer interfaces, health care robots, and bionic prostheses, build a national-level scientific research and innovation platform, and open up channels for the transformation of results. The General Office of the CPC Central Committee and the General Office of the State Council issued opinions on improving the natural resource asset management system. The main goal is: by 2030, the natural resource asset management system will be more complete, the subject of duty performance will be clearer, the asset family will be clearer, the overall protection will be more effective, the asset allocation will be more efficient, the assessment and supervision will be more complete, all types of natural resource assets and all land space will be effectively protected, and the level of natural resource asset management will be significantly improved. By 2035, the natural resource asset management system and mechanism will operate smoothly, a systematic and complete natural resource asset management system will be fully established, and the level of natural resource asset management will be comprehensively improved. According to CCTV News, it was learned from the Institute of Chemistry of the Chinese Academy of Sciences that after years of research, the team of academicians Li Yongfang and researcher Meng Lei of the institute have made new breakthroughs in the field of perovskite-organic stacked solar power generation technology, and certified that the steady-state photoelectric conversion efficiency has reached 28.04%, refreshing the world record for photoelectric conversion efficiency of this type of device, and taking another important step towards practical application. The results were published in the international academic journal "Nature" on July 13. On the afternoon of the 13th, Oriental Core released Oriental Core’s first flagship chip - DF1000 in Shanghai. As the world's first software-defined near-memory computing 3D chip, DF1000 uses the Eastern paradigm of "software-defined + 3D stacked near-memory computing" to break the three core bottlenecks facing the development of China's high-end computing chips. Guo Wei, vice president of Oriental Computing Core, said that DF1000 focuses on the source innovation of the underlying computing architecture, realizes software and hardware decoupling and dynamic reconstruction through software-defined chip technology, and achieves a computing power of 520TFLOPS@BF16 under a relatively mature process node. According to CCTV News, the United States reported on the 13th that US President Trump has officially notified Congress that the war in Iran has resumed. Trump wrote in a letter to congressional leaders on the 10th that the US military carried out a "defensive strike" against targets in Iran on the 7th. It is reported that this letter has once again intensified the dispute between Congress and the White House. Although the House and Senate of Congress have previously voted to require the president to end the war or seek approval before continuing the action, the White House insists that Trump, as commander-in-chief of the armed forces, is acting within the scope of his constitutional power. Intel announced that it will invest an additional 5 billion euros (approximately US$5.7 billion) in its Leixlip campus in Ireland to expand advanced chip manufacturing capabilities to meet the needs of artificial intelligence and high-performance computing. On Monday local time, the three major U.S. stock indexes fell back. As of the close, the Dow fell 0.26%, the Nasdaq fell 1.55%, and the S&P 500 fell 0.79%. Star technology stocks split, with Microsoft, Amazon and Apple closing higher, while Tesla and Nvidia fell more than 3%. South Korean memory chip giant SK Hynix's U.S. stock price fell 9.3% on Monday; the stock was listed on Nasdaq last Friday and soared more than 12% on its first day. The Philadelphia Semiconductor Index fell 4.8%, and Intel and Marvell Technology fell more than 6%. Memory chips performed poorly, with SanDisk falling more than 12% and Western Digital, Seagate Technology and Micron Technology falling more than 4%.
Bucking the trend, the energy sector rose 3.2%, with Exxon Mobil rising 4.05% and Chevron rising 3.29%. The Nasdaq China Golden Dragon Index fell 0.14%. JD.com and NetEase rose by more than 2%, Alibaba rose slightly by 0.02%, and Baidu fell by 3.52%. 2-connected board CITIC Heavy Industries: its business and revenue share in the aerospace field is relatively small 3D Communications: The actual controller reduced his holdings by 2 million shares due to abnormal stock trading fluctuations 2-connected Wharton Technology: Business income related to the semiconductor and liquid cooling fields accounts for no more than 1% of the company's operating income. 3-Link Guisheng Co., Ltd.: Estimated net loss in the first half of the year is 90 million yuan to 130 million yuan, accounting for less than 1% of revenue in the aerospace sector 10 days and 9 boards Hengshang Energy Saving: The proposed acquisition target Jinsheng Electronics has no ability to develop, produce, and manufacture memory chips. The only way to obtain memory chips is to purchase them from upstream suppliers. Shenghong Technology clarifies: The company strictly follows customer standards to manage the R&D iterative products developed in cooperation with customers and is progressing smoothly. Tianji Shares: Due to false records in the 2023 annual report, the company's stock was issued other risk warnings and the abbreviation was changed to "ST Tianji" from July 15. Huicheng Shares: The subsidiary plans to invest no less than 7.5 billion yuan to build an advanced packaging R&D industrialization project Lvtong Technology: The core products of the company that intends to acquire 51% of the controlling stake in Chengrui Technology include optical device coupling equipment China High-Speed Railway: The actual controller will be changed to Zhejiang Provincial State-owned Assets Supervision and Administration Commission and stock trading will resume Shuangjie Electric: The subsidiaries and the company have been suspended from bidding by the State Grid and are expected to reduce revenue by approximately 1.223 billion yuan from 2026 to 2029. *ST Lingnan: There is a risk that the company’s shares may be delisted due to the stock price being lower than the face value. Aiai Precision: The actual controller plans to transfer 29.99% of the company's shares to Shanghai Yusheng to resume trading Bojie Shares: Net profit in the first half of the year is expected to increase by 643%-816% year-on-year. AI server-related testing solutions and MLCC equipment business scale and efficiency will increase simultaneously. TCL Technology: Net profit is expected to increase by 96%-108% year-on-year in the first half of the year FAW Jiefang: Net profit is expected to increase by 1,274%-1,528% year-on-year in the first half of the year. It will continue to optimize its product structure and deepen its overseas market layout. Shengyi Technology: Net profit is expected to increase by 117%-131% year-on-year in the first half of the year, and operating income and gross profit of copper-clad laminate products will increase Jinhaitong: Net profit in the first half of the year is expected to increase by 111%-150% year-on-year. Demand for semiconductor packaging and testing equipment continues to grow. Chinatungsten High-tech: Net profit in the first half of the year is expected to increase by 261%-298% year-on-year. Orders for PCB micro drills, high-end cutting tools and other products have increased significantly. CICC Gold: Net profit in the first half of the year is expected to increase by 52%-71% year-on-year, and the profitability of main products such as gold and copper has increased Beidou Star: Net profit in the first half of the year is expected to increase by 2368%-3426% year-on-year, and revenue from chip and module product lines will increase Jinan Guoji: Net profit in the first half of the year is expected to increase by 936%-1063% year-on-year. Copper-clad laminates and prepregs are in short supply. Sales volume has increased year-on-year and prices have continued to rise. Vogel Optoelectronics: Estimated net loss in the first half of the year is 100 million yuan to 140 million yuan. The TGV glass-based circuit board business has not yet achieved mass sales of products. Sanan Optoelectronics: The net loss in the first half of the year is expected to be 90 million yuan to 135 million yuan. The profitability of the main business related to filters and silicon carbide in integrated circuits has not yet improved. Beijing Ingenics: Net profit is expected to increase by 431%-531% year-on-year in the first half of the year. The demand for memory chips is strong and the selling price of DRAM products has increased significantly. Hudian Electric Co., Ltd.: Net profit in the first half of the year is expected to increase by 68%-78% year-on-year, benefiting from the continuous optimization of product structure combined with structural demand in high-speed switches, AI servers and other fields. Huatian Technology: Net profit is expected to increase by 231%-275% year-on-year in the first half of the year. The integrated circuit market demand will increase production scale and operating income growth. Thalys: The controlling shareholder plans to increase its holdings of the company's shares by 150 million yuan to 300 million yuan Jinyuan Securities: At present, hedging can focus on finance. Cathay Haitong: Control positions before the IPO of large-scale storage hard technology, focusing on balanced allocation. Shenbo Investment: Matching styles, focusing on performance, and asset allocation are important strategies in the face of rotation. (
14 departments including the Ministry of Civil Affairs jointly announced the "Three-Year Action Plan for Expanding Capacity and Improving Quality of the Rehabilitation Assistive Device Industry (2026-2028)." This is an important document that once again systematically promotes the high-quality development of the rehabilitation assistive device industry at the national level after the State Council issued the "Several Opinions on Accelerating the Development of the Rehabilitation Assistive Device Industry" (Guofa [2016] No. 60) in 2016. This "Plan" is based on the dual goals of people's livelihood needs and industrial upgrading, and clearly proposes that by 2028, a new industrial development pattern will be gradually formed with stronger entities, carrier support, brand promotion, market activity, and innovation leadership. The "Plan" proposes six major actions: "application demonstration guidance, industrial optimization and upgrading, improvement of innovation capabilities, improvement of policy effectiveness, optimization of market environment, and empowerment of talent teams". On the application side, promote the multi-scenario integration of "rehabilitation assistive devices +", create a "center + site" urban and rural service network, and promote shared leasing; on the industrial side, focus on the Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong, Hong Kong and Macao and other agglomeration areas to cultivate leading enterprises and specialized new enterprises, and promote the construction of intelligent manufacturing and green factories; on the innovation side, guided by the integration of medicine and industry, we will tackle cutting-edge technologies such as brain-computer interfaces, health care robots, and bionic prostheses, build a national-level scientific research and innovation platform, and open up channels for the transformation of results. The General Office of the CPC Central Committee and the General Office of the State Council issued opinions on improving the natural resource asset management system. The main goal is: by 2030, the natural resource asset management system will be more complete, the subject of duty performance will be clearer, the asset family will be clearer, the overall protection will be more effective, the asset allocation will be more efficient, the assessment and supervision will be more complete, all types of natural resource assets and all land space will be effectively protected, and the level of natural resource asset management will be significantly improved. By 2035, the natural resource asset management system and mechanism will operate smoothly, a systematic and complete natural resource asset management system will be fully established, and the level of natural resource asset management will be comprehensively improved. According to CCTV News, it was learned from the Institute of Chemistry of the Chinese Academy of Sciences that after years of research, the team of academicians Li Yongfang and researcher Meng Lei of the institute have made new breakthroughs in the field of perovskite-organic stacked solar power generation technology, and certified that the steady-state photoelectric conversion efficiency has reached 28.04%, refreshing the world record for photoelectric conversion efficiency of this type of device, and taking another important step towards practical application. The results were published in the international academic journal "Nature" on July 13. On the afternoon of the 13th, Oriental Core released Oriental Core’s first flagship chip - DF1000 in Shanghai. As the world's first software-defined near-memory computing 3D chip, DF1000 uses the Eastern paradigm of "software-defined + 3D stacked near-memory computing" to break the three core bottlenecks facing the development of China's high-end computing chips. Guo Wei, vice president of Oriental Computing Core, said that DF1000 focuses on the source innovation of the underlying computing architecture, realizes software and hardware decoupling and dynamic reconstruction through software-defined chip technology, and achieves a computing power of 520TFLOPS@BF16 under a relatively mature process node. According to CCTV News, the United States reported on the 13th that US President Trump has officially notified Congress that the war in Iran has resumed. Trump wrote in a letter to congressional leaders on the 10th that the US military carried out a "defensive strike" against targets in Iran on the 7th. It is reported that this letter has once again intensified the dispute between Congress and the White House. Although the House and Senate of Congress have previously voted to require the president to end the war or seek approval before continuing the action, the White House insists that Trump, as commander-in-chief of the armed forces, is acting within the scope of his constitutional power. Intel announced that it will invest an additional 5 billion euros (approximately US$5.7 billion) in its Leixlip campus in Ireland to expand advanced chip manufacturing capabilities to meet the needs of artificial intelligence and high-performance computing. On Monday local time, the three major U.S. stock indexes fell back. As of the close, the Dow fell 0.26%, the Nasdaq fell 1.55%, and the S&P 500 fell 0.79%. Star technology stocks split, with Microsoft, Amazon and Apple closing higher, while Tesla and Nvidia fell more than 3%. South Korean memory chip giant SK Hynix's U.S. stock price fell 9.3% on Monday; the stock was listed on Nasdaq last Friday and soared more than 12% on its first day. The Philadelphia Semiconductor Index fell 4.8%, and Intel and Marvell Technology fell more than 6%. Memory chips performed poorly, with SanDisk falling more than 12% and Western Digital, Seagate Technology and Micron Technology falling more than 4%.
Bucking the trend, the energy sector rose 3.2%, with Exxon Mobil rising 4.05% and Chevron rising 3.29%. The Nasdaq China Golden Dragon Index fell 0.14%. JD.com and NetEase rose by more than 2%, Alibaba rose slightly by 0.02%, and Baidu fell by 3.52%. 2-connected board CITIC Heavy Industries: its business and revenue share in the aerospace field is relatively small 3D Communications: The actual controller reduced his holdings by 2 million shares due to abnormal stock trading fluctuations 2-connected Wharton Technology: Business income related to the semiconductor and liquid cooling fields accounts for no more than 1% of the company's operating income. 3-Link Guisheng Co., Ltd.: Estimated net loss in the first half of the year is 90 million yuan to 130 million yuan, accounting for less than 1% of revenue in the aerospace sector 10 days and 9 boards Hengshang Energy Saving: The proposed acquisition target Jinsheng Electronics has no ability to develop, produce, and manufacture memory chips. The only way to obtain memory chips is to purchase them from upstream suppliers. Shenghong Technology clarifies: The company strictly follows customer standards to manage the R&D iterative products developed in cooperation with customers and is progressing smoothly. Tianji Shares: Due to false records in the 2023 annual report, the company's stock was issued other risk warnings and the abbreviation was changed to "ST Tianji" from July 15. Huicheng Shares: The subsidiary plans to invest no less than 7.5 billion yuan to build an advanced packaging R&D industrialization project Lvtong Technology: The core products of the company that intends to acquire 51% of the controlling stake in Chengrui Technology include optical device coupling equipment China High-Speed Railway: The actual controller will be changed to Zhejiang Provincial State-owned Assets Supervision and Administration Commission and stock trading will resume Shuangjie Electric: The subsidiaries and the company have been suspended from bidding by the State Grid and are expected to reduce revenue by approximately 1.223 billion yuan from 2026 to 2029. *ST Lingnan: There is a risk that the company’s shares may be delisted due to the stock price being lower than the face value. Aiai Precision: The actual controller plans to transfer 29.99% of the company's shares to Shanghai Yusheng to resume trading Bojie Shares: Net profit in the first half of the year is expected to increase by 643%-816% year-on-year. AI server-related testing solutions and MLCC equipment business scale and efficiency will increase simultaneously. TCL Technology: Net profit is expected to increase by 96%-108% year-on-year in the first half of the year FAW Jiefang: Net profit is expected to increase by 1,274%-1,528% year-on-year in the first half of the year. It will continue to optimize its product structure and deepen its overseas market layout. Shengyi Technology: Net profit is expected to increase by 117%-131% year-on-year in the first half of the year, and operating income and gross profit of copper-clad laminate products will increase Jinhaitong: Net profit in the first half of the year is expected to increase by 111%-150% year-on-year. Demand for semiconductor packaging and testing equipment continues to grow. Chinatungsten High-tech: Net profit in the first half of the year is expected to increase by 261%-298% year-on-year. Orders for PCB micro drills, high-end cutting tools and other products have increased significantly. CICC Gold: Net profit in the first half of the year is expected to increase by 52%-71% year-on-year, and the profitability of main products such as gold and copper has increased Beidou Star: Net profit in the first half of the year is expected to increase by 2368%-3426% year-on-year, and revenue from chip and module product lines will increase Jinan Guoji: Net profit in the first half of the year is expected to increase by 936%-1063% year-on-year. Copper-clad laminates and prepregs are in short supply. Sales volume has increased year-on-year and prices have continued to rise. Vogel Optoelectronics: Estimated net loss in the first half of the year is 100 million yuan to 140 million yuan. The TGV glass-based circuit board business has not yet achieved mass sales of products. Sanan Optoelectronics: The net loss in the first half of the year is expected to be 90 million yuan to 135 million yuan. The profitability of the main business related to filters and silicon carbide in integrated circuits has not yet improved. Beijing Ingenics: Net profit is expected to increase by 431%-531% year-on-year in the first half of the year. The demand for memory chips is strong and the selling price of DRAM products has increased significantly. Hudian Electric Co., Ltd.: Net profit in the first half of the year is expected to increase by 68%-78% year-on-year, benefiting from the continuous optimization of product structure combined with structural demand in high-speed switches, AI servers and other fields. Huatian Technology: Net profit is expected to increase by 231%-275% year-on-year in the first half of the year. The integrated circuit market demand will increase production scale and operating income growth. Thalys: The controlling shareholder plans to increase its holdings of the company's shares by 150 million yuan to 300 million yuan Jinyuan Securities: At present, hedging can focus on finance. Cathay Haitong: Control positions before the IPO of large-scale storage hard technology, focusing on balanced allocation. Shenbo Investment: Matching styles, focusing on performance, and asset allocation are important strategies in the face of rotation. (