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

Tonghuashun 7×24

Institution: Full-year 2026 shipments expected to reach ~27.5 million units, up ~24% from 2025

2026/7/2 11:49:33

The latest foldable display panel report from Counterpoint Research shows that after a mild adjustment in 2025, foldable smartphone panels will return to an expansion cycle in 2026: full-year shipments are expected to reach 27.5 million units, up 24% year-on-year; revenue is expected to reach $4.4 billion, up 48% year-on-year. Growth drivers include shipment recovery, as well as average price increases and product structure optimization driven by high-end projects from Apple and Samsung.

Musk releases group photo: Tesla Fremont factory Optimus production line may be ready

2026/7/2 11:47:12

Caixin News summary: Related tickers include Tesla, Optimus humanoid robot. Musk released a group photo on Wednesday with a caption saying he was visiting the Optimus production line at Fremont factory, indirectly confirming the production line may be ready. This means Optimus is highly likely to enter the critical mass production stage. Tesla’s US Pioneer Manufacturing Center, originally the production base for Model S and Model X, now undertakes humanoid robot production functions.

”Export to China” UK special event held in London

2026/7/2 11:46:33

On the 1st, the “Export to China” UK special event hosted by the Ministry of Commerce of China and the UK Department for Business and Trade was held in London. Representatives from Chinese and British political and business circles, as well as over 140 Chinese and British enterprises attended the event. The Chinese side confirmed the UK is China’s third largest trading partner in Europe, invited British enterprises to participate in the 9th China International Import Expo for negotiation, and promoted the conversion of Sino-British economic and trade cooperation potential into practical results to achieve mutual benefit and win-win outcomes.

AI version of Alipay opens public beta, 72 service features launched

2026/7/2 11:41:35

According to STCN (Science and Technology Innovation Board Daily), the AI version of Alipay “A Bao” officially opened public beta after completing a new round of product iteration. iOS and Android users do not need an invitation code, and can experience it via app stores or by searching relevant keywords in Alipay. This public beta version optimized life service related modules, launched 72 high-frequency public service features, improved recognition accuracy for complex demands, and added new services in housekeeping, shopping, culture and tourism sectors.

Spot silver rises over 2%

2026/7/2 11:41:27

[Financial Brief] Related ticker is international spot silver. Its short-term price increase has now expanded to over 2%, with the latest quotation at $60.26 per ounce. This price increase will directly affect the net value of various silver-linked precious metal investment products, and will also transmit to downstream silver application industries such as photovoltaics and electronics, affecting cost accounting and pricing arrangements of related enterprises.

BYD shares open high and rise over 8%

2026/7/2 11:38:51

Related tickers are 港股 BYD shares, A股 BYD. BYD released June sales data: total monthly sales exceeded 400,000 units, maintaining year-on-year growth, of which overseas sales reached 175,300 units, a record high, up 94.73% year-on-year and 9.15% month-on-month. Affected by this news, 港股 BYD shares opened high and rose over 8%, once rising nearly 10% during trading, while A股 BYD rose nearly 5%.

Eastmoney 7×24

RegenCell Biomed completes 260 million yuan Series C+ financing

2026/7/2 11:44:25

On July 2, RegenCell Biomed announced the completion of 260 million yuan Series C+ financing. This round was led by Chengdu Science and Technology Venture Capital, with participation from multiple institutions including CSC Capital and Wuxi Venture Capital. Two existing shareholders, Yuanxi Haihe and GSR United Runpu Yuanfeng, continued to make additional investments. After the financing, the company recruited Ruan Tianshi, former Goldman Sachs Executive Director and Morgan Stanley Vice President, to be responsible for subsequent capital operations.

Spot silver gains 2% in intraday trading

2026/7/2 11:44:24

[Financial Brief] Related ticker is London spot silver. The core event is its intraday increase reaching 2%, currently quoted at $60.27 per ounce. This trend is usually associated with driving factors such as weakening US dollar and rising risk aversion, will directly affect the trend of silver futures and related targets in the stock market precious metal sector, and also have a transmission effect on physical silver investment and industrial silver procurement pricing.

Musk: Initial mass production progress of Optimus robot will be very slow, as all technologies are newly developed

2026/7/2 11:42:58

On July 1 local time, Tesla CEO Elon Musk released a photo of him at the Optimus humanoid robot production line in Fremont factory, California, USA, triggering widespread public discussion on the product’s mass production progress. Musk also clearly stated that since all technologies related to Optimus are newly developed, the initial mass production progress of this humanoid robot will be very slow.

Floods exceeding warning levels occur in 10 rivers across China

2026/7/2 11:41:18

According to the Ministry of Water Resources, affected by recent rainfall, 10 rivers in 6 provinces and autonomous regions including Jiangxi, Anhui, Jiangsu, Zhejiang, Guangxi and Yunnan (including Changjiang, Xin’anjiang, Shuiyangjiang, and water systems around Taihu Lake) have experienced floods exceeding warning water levels. Most river sections have now passed the peak and are receding. Relevant entities in agriculture and forestry, shipping, water conservancy operations, urban and rural flood control along rivers need to pay attention to subsequent flood situation changes.

National Meteorological Development “15th Five-Year Plan” issued

2026/7/2 11:39:53

Recently, the China Meteorological Administration and the National Development and Reform Commission jointly issued the National Meteorological Development “15th Five-Year Plan”, clarifying 2030 goals: breakthroughs in key meteorological technologies, deep integration of artificial intelligence and meteorological fields, major progress in extreme weather monitoring and early warning and earth system data platform construction, meteorological data elements becoming an important driving force for economic development, which is beneficial to sectors including meteorological monitoring equipment, AI meteorological applications, and meteorological data services.

Half-day main capital: Sell-off of non-bank finance and electronic stocks

2026/7/2 11:39:26

Monitoring of A股 morning half-day main capital flow shows that machinery and equipment, basic chemicals, non-ferrous metals, power equipment, and automotive sectors received net main capital inflows; non-bank finance and electronic sectors were concentratedly sold by main capital, while communications, pharmaceutical biology, and architectural decoration sectors also saw net main capital outflows. The capital differentiation between sectors is relatively obvious, which can be used as a reference for intraday market judgment.

Yahoo Finance

Former retail giant closed over 1,000 locations

2026/7/1 23:07:00

[Financial Brief] Related entity is a former leading offline retail giant. The core event is that the enterprise has recently closed a total of more than 1,000 offline operating outlets. This store closure is mainly dragged by online channel diversion, high rent and labor costs, and continuous decline in in-store foot traffic, belonging to corporate contraction and self-rescue actions. Subsequent pending matters include store employee resettlement, lease termination, and account settlement with regional suppliers.

Solana Company Partners With Alatau City to Advance Central Asia Blockchain Push

2026/6/30 23:55:00

Related entities are public chain project Solana, Alatau City in Central Asia. The core event is that the two parties have officially reached a cooperation to jointly promote the blockchain industry layout in Central Asia. This cooperation is an important move for Solana to enter the Central Asian blockchain track. In the follow-up, the two parties will rely on Alatau’s location and policy advantages to implement Web3 and distributed technology scenario applications, providing support for Central Asian blockchain infrastructure construction and technological commercialization exploration.

Oil Markets Brace for a Summer of Hormuz Volatility

2026/7/1 00:01:00

Summary: Related entities are international crude oil, cross-border oil shipping markets. Core event: The risk of geopolitical disturbance in the Strait of Hormuz is rising this summer, and the global oil market is preparing in advance for potential supply fluctuations. The Strait carries nearly one-third of the world’s seaborne crude oil transportation. If navigation is blocked, it will directly push up oil prices and oil transportation costs. A large number of traders have already deployed hedging tools, and the short-term crude oil market volatility center will most likely rise.