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

Tonghuashun 7×24

Chen Li of Unitree Technology: Upstream of joint motors only has raw material suppliers for copper wire, magnets etc., fully independent and controllable

2026/7/4 11:11:54

At the 2026 Yabuli Forum Innovation Annual Conference held on July 3-4, Unitree Technology co-founder Chen Li revealed that the upstream of the company’s joint motors only involves suppliers of raw materials such as copper wire and magnets, and the supply chain is fully independent and controllable. Currently, Unitree has achieved independent R&D and production of core components and full-series robot products. Combined with algorithm and patent layout, its product cost performance, reliability and other indicators are at a high level in the industry.

Chen Li of Unitree Technology: Embodied intelligent robots will lead a new consumption wave in 2030

2026/7/4 11:11:43

In a public speech, Unitree Technology co-founder Chen Li made a prediction for the embodied intelligence industry: in the next 2-5 years, the industry will achieve core breakthroughs in three major areas: end-to-end unified large models, cost-effective mass-produced hardware, and distributed low-cost computing power; the “GPT moment” for embodied intelligence needs to meet the double 80% operation standard, and related robots will lead a new consumption wave in 2030, driving the upgrading of social productivity and labor force.

Tus-Design signs strategic cooperation agreement with the Second Company of China Construction Port and Shipping Bureau

2026/7/4 11:00:47

According to public information from Sina Finance, on July 3, Tus-Design signed a strategic cooperation agreement with the Second Company of China Construction Port and Shipping Bureau. During the subsequent cooperation period, the two parties will set up a regular working team, establish an information sharing and research and judgment mechanism, promote the close integration of policy innovation and actual project implementation, and jointly build a full-chain service capability covering “planning - design - investment - construction - operation”.

First neurodynamics chip launched, conducive to the development of technologies including brain-computer interface

2026/7/4 10:55:30

[Short Summary] The team of Yang Yuchao from the School of Integrated Circuits of Peking University, together with the team of Song Zhitang from the Shanghai Institute of Microsystem and Information Technology of the Chinese Academy of Sciences, has developed the world’s first neurodynamics system chip based on phase-change memristors. Related results were published in Science on the 3rd. This chip compresses the single-step latency of such complex operations to 2.12 milliseconds, and tasks such as cerebral cortex reconstruction are 50-478 times faster than high-end GPUs, breaking the half-century real-time computing bottleneck in the field of neurodynamics, and can support the development of technologies such as brain-computer interfaces.

Shanghai Shipping Exchange: Freight rates for three major ship types fall more than rise, dry bulk freight index continues to decline

2026/7/4 10:36:53

Data released by the Shanghai Shipping Exchange on July 2 shows that freight rates for the three major ship types in the international dry bulk transport market fell more than they rose this week: demand for iron ore, coal and grain cargoes improved in the second half of the week, freight rates for Capesize and Panamax ships stopped falling and rose slightly, while daily rents for Supramax ships fell slightly due to insufficient cargo. The Far East Dry Bulk Freight Index released this period stood at 1807.11 points, down 2.2% from the previous period.

Shanghai Shipping Exchange: Excess idle capacity in coastal market, composite index continues downward trend

2026/7/4 10:36:44

The Shanghai Shipping Exchange released the latest data: affected by factors including continuous heavy rainfall in the south, low daily consumption of power plants, the peak electricity consumption season has not yet started, slow downstream inventory digestion, falling coal prices suppressing purchasing willingness, and traders waiting on the sidelines, there is excess idle capacity in the coastal bulk cargo transport market. On July 3, the China Coastal (Bulk Cargo) Composite Freight Index stood at 1037.36 points, down 6.7% from the previous period, continuing its downward trend.

Eastmoney 7×24

Putin says large-scale strikes on Ukrainian military industry facilities must continue

2026/7/4 11:18:41

On the 3rd, the Russian President’s website released news: President Putin inspected an auxiliary command post of the joint force cluster of the Russian special military operation that day, held a military meeting with the head of the Russian General Staff and commanders of various units to study and judge the current situation in the operation area and recent combat conditions. At the meeting, Putin clearly requested that large-scale strikes on the Ukrainian military-industrial complex and related facilities must continue.

267 million yuan! Chengdu state-owned assets plan to acquire Zhonghai Fund equity

2026/7/4 11:14:39

Guolian Minsheng Securities recently announced that only one intended buyer, Jiaozi Emerging Financial Investment Group under Chengdu state-owned assets, was recruited for the publicly listed transfer of Zhonghai Fund equity. The group plans to invest 267 million yuan to acquire a total of 58.409% equity in Zhonghai Fund, and will become the controlling shareholder of Zhonghai Fund after the transaction is completed. The shares come from Guolian Minsheng and French shareholder Edmond de Rothschild Bank respectively.

Shanghai Shipping Exchange: Coastal (bulk cargo) composite freight index continues downward trend

2026/7/4 11:13:59

On July 4, the Shanghai Shipping Exchange released the weekly report on China’s coastal (bulk cargo) transport. Affected by factors including continuous heavy rainfall in the south, low daily consumption of power plants, the peak electricity consumption season has not yet arrived, slow downstream destocking, falling coal prices suppressing procurement, traders waiting on the sidelines, and sufficient ships waiting to berth at northern anchorages, the China Coastal (Bulk Cargo) Composite Freight Index continues its downward trend, closing at 1037.36 points on July 3, down 6.7% from the previous period.

Another nuclear power unit connected to the grid, can meet annual electricity demand of one million people

2026/7/4 11:11:45

On July 4, Unit 2 of CGN’s Guangdong Taipingling Nuclear Power Project was successfully connected to the grid for the first time and generated its first electricity. As the second unit of the first “Hualong One” nuclear power base in the Guangdong-Hong Kong-Macao Greater Bay Area, it now has the capacity to transmit power to the grid, moving one step closer to official commissioning. When the project is fully operational, its power generation can meet the annual living electricity demand of one million people.

Kioxia sends 10th generation NAND samples for data center scenarios, mass production expected to start in 2027

2026/7/4 11:08:23

On July 3, Kioxia officially announced that its 10th generation BiCS FLASH 3D NAND chip has started sample delivery. This product is the flash memory product with the highest technical specifications from Kioxia currently, will be used in the data center solid-state drive product line to meet the growing AI storage demand, will be produced using advanced equipment at Fab2 of Kioxia’s Kitakami plant in Iwate Prefecture, Japan, and is expected to enter formal mass production in 2027.

First neurodynamics chip launched, conducive to the development of technologies including brain-computer interface

2026/7/4 10:56:59

The team of Yang Yuchao from the School of Integrated Circuits of Peking University, together with the team of Song Zhitang from the Shanghai Institute of Microsystem and Information Technology of the Chinese Academy of Sciences, has successfully developed the world’s first neurodynamics system chip based on phase-change memristors. This chip compresses the single-step latency of related complex operations to 2.12 milliseconds, and tasks such as cerebral cortex reconstruction are 50 to 478 times faster than current advanced GPUs, breaking the half-century real-time computing bottleneck in the field, and will facilitate the development of technologies such as brain-computer interfaces.

Yahoo Finance

Stock Market Today: Dow Runs 590 Points To New High But Meta, Chip, Optical Stocks Slammed

2026/7/3 05:02:06

US stock market performance was diverged that day: the Dow Jones Industrial Average rose sharply by 590 points, hitting a new all-time closing high. However, tech assets were generally under pressure: the share price of Internet giant Meta fell sharply, and stocks in the chip sector and optical track all suffered collective sell-offs. The market showed a clear divergence of large-cap blue chips rising while high-boom tech tracks corrected, reflecting that current investors’ expectations for different sectors continue to widen.

Why Rivian Stock Popped Today

2026/7/3 05:02:34

The subject is US-listed American electric pickup manufacturer Rivian, whose share price rose sharply during the trading session that day, attracting widespread market attention. Current market speculation about the reasons for its rise focuses on faster-than-expected capacity ramp-up, accelerated delivery progress of commercial vehicle orders, and expected increase in Q3 delivery data. This abnormal movement may drive linked fluctuations in the US stock new energy vehicle startup sector in the short term.

Tesla’s Latest Deliveries Report Exceeded Expectations. TSLA Stock Is Falling Anyway.

2026/7/3 05:00:29

Summary: The subject involved is US-listed new energy vehicle manufacturer Tesla (stock code: TSLA). Recently, Tesla released its latest quarterly delivery report, with the current period delivery volume exceeding the general market expectation. However, after this positive news landed, Tesla’s secondary market share price did not rise accordingly, but instead showed a downward trend, reflecting that there are still differences in the market’s judgment on its subsequent profitability and growth momentum.