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

Tonghuashun 24/7

International Energy Agency expects U.S. spending on coal and natural gas power plants to reach $50 billion this year

2026/7/1 12:06:33

The International Energy Agency released its latest energy investment forecast, stating that total U.S. spending on construction, operation and maintenance of coal and natural gas power plants will reach $50 billion in 2024. This figure reflects that despite the U.S. continuing to promote the clean energy transition, supporting investment in traditional fossil fuel power generation remains high in the short term, which will correspondingly support demand for related equipment and fuel in the thermal power sector.

ECB Governing Council member De Marco: ECB can wait for next round of economic forecasts before deciding if further policy tightening is needed

2026/7/1 12:04:51

ECB Governing Council member De Marco stated in his latest remarks that affected by the recent drop in oil prices, the ECB does not need to rush to push forward the next rate hike, and can wait for the next round of official economic forecasts to be released before evaluating whether further monetary policy tightening is needed. This statement signals that the probability of an ECB rate hike in the short term has decreased, which will affect the pricing expectations of related assets in the euro area.

U.S. media reports U.S. will station troops in Lebanon and Israel to monitor ceasefire

2026/7/1 12:02:07

According to Xinhua News Agency citing a June 29 report from The Washington Post, anonymous U.S. officials revealed that the U.S. will station ground troops in Lebanon and Israel to directly supervise the operations of the Lebanese Armed Forces and the Israel Defense Forces, and pressure both sides to promote the implementation of relevant commitments under the U.S.-Lebanon-Israel tripartite framework agreement. Officials from U.S. Central Command will be responsible for reporting violations, which will be handled by the White House.

Sources: Kawasaki Heavy Industries plans to raise $1.2 billion via new shares and convertible bonds

2026/7/1 11:59:59

【Short Summary】The subject is Japan’s Kawasaki Heavy Industries. According to anonymous insiders, the company plans to finalize the financing plan of new shares plus convertible bonds as soon as this week, with a fundraising scale of about 200 billion yen (about $1.23 billion), mainly sold to overseas institutions for capital expenditures in multiple fields. The company responded that no final resolution has been made yet. Affected by concerns over equity dilution, its Tokyo-listed share price fell 7% in intraday trading.

Baoying Fund appoints Ge Junjie as new general manager, former general manager Yang Kai and deputy general manager Zou Chunyu step down

2026/7/1 11:57:43

Baoying Fund released a personnel change announcement on June 29: Ge Junjie, who joined the company in 2007 and has served as researcher, board secretary, director of the account investment department, deputy general manager and other positions, is appointed as the new general manager of the company. Former general manager Yang Kai stepped down on the same day due to personal reasons, with no arrangement for transfer to other positions; former deputy general manager Zou Chunyu stepped down as deputy general manager due to work needs, and still serves as the company’s party secretary and director.

Xinqianglian: Application for private placement of shares approved

2026/7/1 11:43:36

【News Summary】Related subject: A-share listed company Xinqianglian. On June 30, 2026, the company announced that its application for issuing shares to specific objects has been approved by the Listing Review Center of the Shenzhen Stock Exchange, which meets relevant issuance and listing conditions and information disclosure requirements after review. The private placement still needs to obtain the registration approval from the China Securities Regulatory Commission before implementation.

Eastmoney 24/7

Baoying Fund appoints Ge Junjie as new general manager, former general manager Yang Kai and deputy general manager Zou Chunyu step down

2026/7/1 11:57:12

Baoying Fund released an executive change announcement on June 29: Ge Junjie, who joined the company in 2007 and has served as researcher, board secretary, director of the account investment department, deputy general manager and other positions, is appointed as the new general manager of the company. Former general manager Yang Kai stepped down on the same day due to personal reasons, with no arrangement for transfer to other positions in the company; former deputy general manager Zou Chunyu stepped down due to work needs, and still serves as the company’s party secretary and director.

Securities sector rallies sharply; industry insiders: revised evaluation rules by Securities Association of China catalyze the market

2026/7/1 11:50:18

Today the securities sector rallied sharply, the CSI All Share Securities Index (399975) rose more than 5% at intraday high, Huaan Securities, Tianfeng Securities, Guosheng Securities hit limit up, multiple securities ETFs rose sharply simultaneously, Southern Securities ETF (512900) has recorded net capital inflows for 4 consecutive days. The market catalyst is the revised special evaluation method for securities firms released by the Securities Association of China yesterday, coupled with A-share half-year trading volume hitting a new half-year historical record. The current sector valuation is at a historical low, and Q2 performance is expected to exceed expectations.

Mesnac: Solid-state battery manufacturing equipment has secured a small number of orders and is under production

2026/7/1 11:41:32

The subject is A-share listed company Mesnac. The company recently responded on the investor interaction platform that its subsidiary Zhejiang Mesnac has launched core equipment covering the front-end process of solid-state batteries, and has now secured a small number of orders, with related products currently in the production and processing stage. At present, solid-state batteries are still in the R&D and verification stage, and equipment in this field has not yet formed large-scale demand, so related businesses face uncertainty, and the company has reminded of investment risks.

Fourth Paradigm increases registered capital to approximately 560 million yuan

2026/7/1 11:36:36

According to Tianyancha App, technology service provider Fourth Paradigm recently completed industrial and commercial changes, with registered capital increased from approximately 520 million yuan to approximately 560 million yuan. Founded in 2014, the company’s legal representative is Dai Wenyuan, and its main business includes technology development, data processing, information technology consulting, etc. It is jointly held by Dai Wenyuan, Paradigm (Tianjin) Management Consulting Partnership (Limited Partnership) and other shareholders.

Subsidiary suspended from supply by Murata? Shenzhen Huaqiang: Relevant rumors are untrue

2026/7/1 11:36:36

Short summary: On July 1, Shenzhen Huaqiang publicly responded to relevant rumors on the investor interaction platform, explicitly denying the rumor that “its subsidiary was suspended from supply by MLCC leader Murata”. The company stated that it is a major global authorized distributor of Murata, and the two sides have maintained a stable cooperative relationship for a long time, and the false rumors have not caused a substantial impact on the normal business cooperation between the two sides.

Sichuan Baili Tianheng’s world’s first bispecific ADC lenconetilimab completes first global shipment

2026/7/1 11:30:14

The world’s first bispecific ADC drug lenconetilimab (trade name: Yizekang), independently developed by Sichuan Baili Tianheng, completed its first global shipment in Chengdu on June 30. At present, the drug has started supply to nearly 700 hospitals and pharmacies in more than 200 cities across 30 provinces in China, marking the official commercialization of this world-first bispecific ADC innovative drug.

Yahoo Finance

Strategy authorizes bitcoin sales to fund stock buybacks

2026/6/30 00:21:18

Investment firm Strategy recently announced that its board of directors has officially authorized the sale of its Bitcoin holdings, and all proceeds from the disposal will be used for the company’s share repurchase program. The relevant subjects include Bitcoin and Strategy’s common stock. This move is expected to bring short-term selling pressure to the Bitcoin market, and at the same time send a signal that the company believes its own stock valuation is undervalued. The subsequent fluctuations of related assets deserve market attention.

Martin Marietta’s $13.5 Billion AI Megaproject Bid

2026/6/30 00:18:02

Well-known U.S. defense and building materials supplier Martin Marietta recently submitted a bid for a super-large AI project with a total scale of $13.5 billion. The project focuses on the implementation of AI technology in defense and infrastructure scenarios, covering core modules such as intelligent monitoring, autonomous operation, and data security. If awarded, this will become the company’s largest AI order in recent years, directly accelerating the progress of its business intelligence transformation.

The Boston Beer Company (SAM) Gained from Improved Industry Data

2026/6/30 00:17:33

【Financial Short Summary】The subject is U.S.-listed Boston Beer Company (ticker: SAM). Recently, the latest operating data released by the U.S. alcohol industry is overall positive, with terminal demand in the craft beer track recovering and channel inventory de-stocking in place. As a leading enterprise in North American craft beer, the company directly benefits from the improvement of industry fundamentals, the sales of core products exceeded expectations, and its recent stock price and market earnings expectations have both risen.