Automatically crawled from Tonghuashun and Eastmoney by cron at 08:00 Beijing time daily, with summaries rewritten by Doubao. For information organization only, does not constitute investment advice.

Tonghuashun 7/24

Gangdi Technology: Wholly-owned subsidiary wins bid for 69.168 million yuan project

2026/6/25 11:47:34

Gangdi Technology recently announced that its wholly-owned subsidiary Wuhan Gangdi Intelligent Technology Co., Ltd. has received a bid award notice from Guangzhou Port Co., Ltd., confirming it has won the bid for the Guangzhou Port coal loading and unloading intelligentization project, with a total bid amount of 69.168 million yuan. This order falls under the port intelligentization business category, and after implementation, it will provide positive support for the company’s related business expansion as well as current and subsequent operating performance.

IDC: Global shipments of handheld smart camera market rose 33% year-on-year in Q1

2026/6/25 11:47:02

On June 25, International Data Corporation (IDC) released its latest report, showing that global shipments of the handheld smart camera market reached 4.14 million units in the first quarter of 2026, up 33% year-on-year; corresponding sales exceeded 10.5 billion yuan, up 20% year-on-year. IDC predicts that global shipments of this market will exceed 40 million units by 2030, with a five-year CAGR of nearly 18%.

Chinese Association of Refrigeration publicly solicits demand for data center liquid cooling technologies and related scientific and technological achievements

2026/6/25 11:43:58

On June 25, the Chinese Association of Refrigeration issued a notice, relying on the China Association for Science and Technology’s “Sci-tech Innovation China” digital platform, to openly solicit demand for data center liquid cooling technologies and related scientific and technological achievements nationwide. Next, the association will sort out the demands, organize experts to connect and form solutions, select high-quality achievements to hold special matchmaking events to promote implementation, accelerate the R&D and industrialization of liquid cooling technologies, and promote the implementation of green and low-carbon solutions for data centers.

Goldman Sachs: Indonesia is expected to retain its MSCI Emerging Market status driven by reforms

2026/6/25 11:42:04

Goldman Sachs’ latest research report judges that Indonesia will most likely retain its MSCI Emerging Market status. Earlier, MSCI had temporarily retained Indonesia’s status, recognizing its market reform progress, and postponed the final ruling to November, but there is still the possibility of index weight reduction and individual stock exclusion after the equity disclosure update. Uncertainty over adjustments combined with local economic downside risks will suppress investor sentiment, and Goldman Sachs maintains an “underweight” rating on Indonesian stocks.

Cao Cao Mobility: Will expand into the European Robotaxi market

2026/6/25 11:40:44

Domestic mobility platform Cao Cao Mobility recently officially announced that it has formally reached a strategic cooperation with global autonomous driving technology company May Mobility, and the two parties will jointly explore the European Robotaxi market and jointly explore the large-scale commercial operation path of this format. This move is the latest action of domestic mobility service providers to deploy autonomous driving overseas, which may accelerate the overall pace of cross-regional commercial implementation of Robotaxi.

High temperature weather in France has caused the death of hundreds of thousands of poultry

2026/6/25 11:39:12

According to data estimated by French agricultural organizations cited by CCTV News, the continuous high temperature weather in France in recent days has caused the death of hundreds of thousands of poultry in the country. The existing dead poultry removal and treatment system is overloaded and cannot meet current treatment needs. The governments of France’s two major poultry producing regions are studying relevant plans, intending to allow farmers to adopt temporary treatment measures of on-site burial for dead poultry.

Eastmoney 7/24

Zhao Changshan, former Party Secretary and Chairman of Zhongguancun Development Group, sentenced to 19 years in first instance

2026/6/25 11:41:44

On June 25, the Beijing First Intermediate People’s Court publicly pronounced the first instance verdict on the corruption and bribery case of Zhao Changshan, former Party Secretary and Chairman of Zhongguancun Development Group: he was sentenced to 10 years in prison and a fine of 1 million yuan for corruption, 13 years in prison and a fine of 3 million yuan for bribery, with a combined sentence of 19 years in prison and a fine of 4 million yuan. His embezzled proceeds are recovered and returned to the victim unit, and all bribery proceeds are confiscated and turned over to the state treasury.

Nikkei 225 Index hits 72,000 points upward

2026/6/25 11:41:14

Finance brief: The underlying asset is the Nikkei 225 Index, which showed strong intraday performance, hitting the integer threshold of 72,000 points, with the latest quote at 72005.05 points, up 4.09% intraday. This breakthrough of the key integer point highlights the current strong upward trend of the Japanese equity market, and has also triggered market attention to the subsequent upward space of the Japanese stock market and related foreign capital allocation trends.

Half-day main capital flow: Add positions in electronics stocks, sell off power equipment stocks

2026/6/25 11:39:44

[A-share half-day main capital flow summary] Morning monitoring data shows that current main capital net inflow sectors are concentrated in electronics, non-bank finance, and machinery equipment, while net outflow sectors are mainly power equipment, communications, and public utilities, with power equipment being the main selling direction. This short-term capital flow reflects the current market’s allocation preference for technology and finance sectors, which is temporarily higher than that for power, infrastructure and related sectors.

North Copper: Will decide on the CCL investment and construction plan based on full market research

2026/6/25 11:39:15

North Copper (000737) disclosed on the interactive platform that among its annual production projects of 50,000 tons of high-performance rolled copper foil and 2 million square meters of copper clad laminate (CCL), the CCL construction segment has not been invested and constructed for the time being due to insufficient technical and talent reserves, out of prudent operation considerations, and the relevant production capacity implementation time is temporarily unclear. Next, the company will finalize the CCL investment and construction plan after completing market research and feasibility demonstration.

A-share midday: Shanghai Composite Index up 0.36%, airport and shipping sector rises

2026/6/25 11:35:44

[A-share midday market summary] At midday close today, the Shanghai Composite Index reported 4125.76 points, up 0.36%, the Shenzhen Component Index reported 16285.83 points, up 1.46%, the ChiNext Index and Sci-Tech Innovation Composite Index rose 2.01% and 1.95% respectively, and the overall market is warm. In terms of sectors, airport shipping, insurance, securities, liquor, and games led the gains, while precious metals and education sectors were weak.

Thailand’s May exports rose 10.6% year-on-year, expected to grow 12.7%

2026/6/25 11:34:06

Thai officials recently released May export data: exports in the month actually increased by 10.6% year-on-year, lower than the general market expectation of 12.7%. This worse-than-expected data performance may affect the market’s judgment on the momentum of Thailand’s foreign trade driving economic growth in the second quarter, and the short-term exchange rate of the Thai baht and subsequent market expectations for Thailand’s export-oriented related industries may also be adjusted accordingly.

Yahoo Finance

US Supreme Court boosts Exxon’s bid to get compensation from Cuba

2026/6/23 23:52:04

Brief Summary

The U.S. Supreme Court recently issued a ruling supporting ExxonMobil’s claim for compensation from Cuba. During the nationalization process in Cuba in the 1960s, ExxonMobil’s local assets such as refineries were expropriated, and the latter claims more than $170 million in compensation plus corresponding interest. This ruling may set a judicial precedent for U.S. companies with similar claims, and will further suppress the room for the restoration of economic and trade relations between the U.S. and Cuba.

‘Black Tuesday’ in South Korea Is a Geopolitical Warning for an Overheated Wall Street

2026/6/23 23:53:46

Recently, the South Korean stock market suffered a sharp decline known in the industry as “Black Tuesday”. A number of major international investment banks and analysis institutions generally regard this anomaly as a risk signal triggered by rising geopolitical risks, which has a clear early warning effect on the current overheated Wall Street financial market, reminding global investors to be alert to the potential impact of geopolitical uncertainty on high-valued equity assets.

SpaceX shares tick higher after two-day slump erases $600B

2026/6/23 23:54:00

[Brief Summary] The underlying asset is the tradable shares of U.S. space exploration technology company SpaceX. Previously, the stock fell for two consecutive trading days, with a total market cap evaporation of $600 billion. After the two-day decline, SpaceX’s stock price rebounded slightly. No clear trigger for this large fluctuation has been disclosed so far, and the subsequent trend remains to be further observed.