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Daily Investment News Digest · 2026-07-22

9 Short Updates · Multi-source Aggregation + AI Rewriting

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

TL;DR · Catch up on today’s news in 30 seconds
  • Guangzhou plans to introduce multiple new real estate regulatory policies, covering distress relief and development, housing ticket optimization, promotion of existing home sales and other directions
  • On the domestic market side, cross-border e-commerce has become a support for high-quality foreign trade development, the coal sector rebounds, and ThunderSoft has won designated projects from leading automakers
  • On the overseas market side, Spain’s policies attract attention, Disney is about to release its earnings report, and Bitcoin is seeing increased positions with expected rise to $74,000
🏠 Real Estate New Policy🌐 Cross-border E-commerce⚡ Coal Sector Rebound🎬 Disney Earnings Report₿ Crypto Market Trends

Eastmoney 7/24

Guangzhou: Plans to effectively promote real estate distress relief and development, guide real estate market enterprises to transform and upgrade

2026/7/22 10:49:37

Recently, Guangzhou has clarified the work direction for the real estate industry during the 15th Five-Year Plan period: it plans to coordinate the promotion of real estate distress relief and development, will resolve debt risks of real estate enterprises through categorized disposal, continue to promote relief for troubled projects and guarantee construction and delivery, while leveraging the role of the real estate financing coordination mechanism to support reasonable financing needs of projects, and guide real estate enterprises to gradually form a healthy operation model with appropriate leverage and reasonable liabilities.

Guangzhou: Plans to optimize the “housing ticket” resettlement policy and expand the scope of application of “housing tickets”

2026/7/22 10:48:27

Guangzhou plans to implement comprehensive measures to digest the stock of commercial housing during the 15th Five-Year Plan period: it will establish a full-caliber inventory database, dynamically monitor the scale of commercial housing stock at all stages; optimize the housing ticket resettlement policy, expand the scope of application to improve usage efficiency, support the acquisition of existing commercial housing as resettlement housing for urban village renovation, encourage the acquisition of existing commercial office properties for operational resettlement, and accelerate inventory deleveraging.

Guangzhou: Plans to steadily and orderly promote the existing home sales system and advance the reform of real estate development financing methods

2026/7/22 10:48:02

During the 15th Five-Year Plan period, Guangzhou plans to promote the reform of real estate development financing methods, and steadily and orderly implement the existing home sales system: it will select suitable plots at an appropriate time to carry out existing home sales pilots, and provide supporting support such as increased project development loan limits, interest rate discounts, phased land price payment and public resource supporting support; for projects that still implement pre-sales, it will standardize pre-sale fund supervision to reduce delivery risks.

General Administration of Customs: New formats and models such as cross-border e-commerce have become a strong support for high-quality foreign trade development

2026/7/22 10:46:55

At the press conference of the State Council Information Office on July 22, Wang Jun, Deputy Director of the General Administration of Customs, said that new foreign trade formats and models represented by cross-border e-commerce, overseas warehouses and market procurement have now become a strong support for the high-quality development of China’s foreign trade. During the 15th Five-Year Plan period, customs will continue to promote faster customs clearance, unimpeded logistics and standardized management in relevant fields to help the orderly development of new formats.

Coal concept sector sees volatile rebound, Sundiro Holding A hits daily limit

2026/7/22 10:46:32

On the same day, the A股 coal concept sector saw a volatile rebound, with individual stocks in the sector collectively rising. Leading gainer Sundiro Holding A hit its daily limit, and multiple constituent stocks in the coal sector including Dayou Energy, Kairuite, Antai Group, Zhengzhou Coal and Electricity, Liaoning Energy and Haohua Energy followed suit. This short-term rebound has driven a small increase in the market value of relevant coal stocks, and the market’s short-term trading sentiment towards the sector has warmed up.

ThunderSoft: Commercialization of AquaClaw accelerates again, wins designated project from leading automaker

2026/7/22 10:45:42

ThunderSoft recently announced that its in-vehicle multi-agent product AquaClaw has won a production vehicle project designation from a leading domestic joint venture automaker. Bound by the confidentiality agreement between the two parties, the customer name and relevant business information will not be disclosed to the public for the time being. This designation marks an important progress in the commercialization and implementation of AquaClaw, further accelerating the product’s commercialization process, and will provide support for the subsequent growth of the company’s in-vehicle business.

Yahoo Finance

Spain just opened a door America slammed shut

2026/7/21 10:17:00

Short Summary

Recently, Spain adjusted its trade rules and canceled additional import restrictions on Chinese photovoltaic modules, opening an access channel that was previously completely closed by the United States. Previously, the United States almost blocked the export space of Chinese photovoltaic products to the US through policies such as anti-circumvention investigations and local subsidy provisions of the Inflation Reduction Act. This adjustment is beneficial for Chinese photovoltaic companies to expand the EU market, and can also support the implementation of Spain’s local new energy installed capacity targets. (Full text 118 characters)

What You Need To Know Ahead of Walt Disney’s Earnings Release

2026/7/20 23:03:36

Short summary: The relevant underlying asset is Walt Disney, which is about to release its latest quarterly earnings report. The market is currently focusing on three core operating data: the narrowing rate of losses in the Disney+ streaming business, the revenue growth rate of the global theme park segment, and the box office contribution of recently released films. The results of this earnings report will directly affect Disney’s subsequent layoff plans and adjustments to content investment budgets, and will also provide direct guidance for the short-term trend of its secondary market.

Bitcoin Price Prediction: BTC Could Still Rally to $74K as Whales Keep Buying

2026/7/20 22:59:15

[Short Summary] The relevant underlying asset is Bitcoin (BTC). Recent price analysis in the crypto market points out that as “whale” accounts holding large amounts of Bitcoin have continued to increase their positions recently, providing certain support for the coin price, even if there are periodic fluctuations in the current market, the price of Bitcoin may still rise to the $74,000 point in the future. The above are third-party analysis views and do not constitute any investment advice.

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