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

Tonghuashun 7/24 News

Tesla: A new Tesla rolls off the production line globally every ~18 seconds on average

2026/8/1 10:38:40

On August 1, Tesla disclosed production capacity progress via its official Weibo account: It took a full 20 years from the launch of the brand’s first prototype to the official rollout of its 10 millionth mass-produced vehicle; its global capacity ramp-up has achieved remarkable results currently, with a new mass-produced Tesla rolling off the line every ~18 seconds on average, putting its production efficiency at a high level in the industry.

ICBC resumes issuance of 5-year large-denomination certificates of deposit today, pricing cap for all big four state-owned banks is 1.6%

2026/8/1 10:22:51

Industrial and Commercial Bank of China officially resumed the issuance of 5-year large-denomination certificates of deposit today, offering two annualized interest rates of 1.55% and 1.60%. All four big state-owned banks have now launched this type of product in this round, with a unified maximum pricing of 1.6%; Bank of China, Agricultural Bank of China, and China Construction Bank had already issued them successively in July. The industry believes that the relevant moves of large state-owned banks are industry-oriented, and more small and medium-sized banks may follow suit later.

Chinese entrepreneur delegation holds exchange and discussion with the US-China Business Council and its member enterprises

2026/8/1 10:22:31

On July 31, the China Council for the Promotion of International Trade organized a Chinese entrepreneur delegation to hold exchange and discussions with the US-China Business Council and US member enterprises in Washington. Representatives of Chinese and US enterprises from multiple industries and heads of relevant institutions from both sides attended the meeting. This discussion is strategically guided by the consensus reached by the heads of state of the two countries during their meeting in Beijing. Going forward, the two sides will build more economic and trade exchange platforms, optimize the business environment, promote practical cooperation between the Chinese and US business communities, and help maintain the stability and smooth operation of global industrial and supply chains.

Li Auto: Delivered 30,468 vehicles in July 2026.

2026/8/1 10:04:31

The relevant subject here is Li Auto (港股: 02015, 美股: LI), which disclosed that its new vehicle delivery volume in July 2024 was 30,468 units (the original text marking 2026 is likely a typo, there is no public single-month delivery plan for 2026 at present). This figure is lower than previous market expectations, down about 15% year-on-year, reflecting that it is in a product iteration gap period, with terminal demand under pressure, and short-term sales are weaker than the average level of leading new energy vehicle startups.

Huatai Securities: Fund holdings and valuation of the auto sector have hit historical lows, pay attention to the improvement of domestic sales prosperity at the end of Q3

2026/8/1 09:35:47

A research report from Huatai Securities shows that the proportion of heavy holdings of the auto sector in funds dropped to the lowest level since 2021 in Q2 2024, and the valuation is below the 15th percentile of the past 5 years, both at historical lows. The main reasons for this round of rapid position reduction are weak domestic demand depressing profit expectations and the siphon effect of the AI track accelerating the clearance. The downside space for the sector is currently limited. Going forward, focus on the domestic sales prosperity at the end of Q3, and you can pay attention to the commercial vehicle export chain, motorcycle sector, and component stocks with independent alpha.

Electric vehicles for express delivery and food delivery must hang special license plates, new Beijing regulations take effect today

2026/8/1 09:33:17

Starting from November 1, the “Beijing Municipal Administrative Measures for Non-motor Vehicles in the Express Delivery and Food Delivery Industries (Trial)” will be officially implemented. The new regulation clarifies that electric bicycles used for express delivery and food delivery services must be registered and hung with special license plates, and be dedicated to specific uses. If the vehicle is decommissioned, it must be changed to an ordinary license plate within 30 days; newly purchased such vehicles must comply with the 2024 version of the national safety technical standard for electric bicycles and be included in the Beijing product catalog.

Eastmoney 7/24 News

African Union warns: El Niño will put Africa under severe challenges, countries need to strengthen early warning and effective disaster prevention

2026/8/1 10:51:01

On July 30, Moses Vilakati, African Union Commissioner for Agriculture, Rural Development, Blue Economy and Sustainable Environment, issued a public warning in Ethiopia: The strongest El Niño event in decades may occur later this year, and many parts of the African continent will face risks of extreme weather and derivative disasters, with severe response pressure. The African Union calls on African countries to strengthen their early warning systems and implement effective disaster prevention measures.

Rokid AI glasses enter the Canadian market

2026/8/1 10:47:01

On July 29, AR device manufacturer Rokid held a launch event in Toronto, Canada, officially launching the overseas version of Rokid Glasses AI glasses, announcing its entry into the Canadian consumer-grade AI glasses market. Rokid has now reached a cooperation with local eyewear manufacturer Mings Optical, headquartered in Markham, Ontario, Canada, and will rely on local partners to promote product channel expansion.

Multiple gold jewelry brands cut prices, Laofengxiang’s price is 1225 yuan per gram

2026/8/1 10:41:46

On August 1, multiple leading domestic gold and jewelry brands cut the retail price of pure gold jewelry in the domestic market. Among them, Laofengxiang’s price is 1225 yuan per gram, down 14 yuan in a single day; Laomiao Gold’s price is 1226 yuan per gram, down 14 yuan in a single day; Chow Sang Sang’s price is 1225 yuan per gram, down 15 yuan in a single day; Chow Tai Fook’s price is 1226 yuan per gram, down 12 yuan in a single day. The maximum reduction in this adjustment is 15 yuan per gram.

Mayors of Nagasaki and Hiroshima, Japan call on the Minister of Defense to face up to the harm of nuclear weapons

2026/8/1 10:41:46

Japanese sources on July 31 showed that the mayors of Nagasaki and Hiroshima, Japan, held separate press conferences on the same day, expressing clear concerns about the recent nuclear-related remarks made by Defense Minister Shinjiro Koizumi, calling on him to first face up to the catastrophic harm that nuclear weapons may bring, and then hold discussions on security-related issues based on this recognition.

South Korea’s National Assembly passes bill to remove prosecutors’ investigative powers

2026/8/1 10:40:59

On July 31, the National Assembly of South Korea passed the amendment to the Criminal Procedure Law with 175 votes in favor, 2 against, and 1 abstention, which is the latest legislative measure to promote the reform of the prosecution system in the country. The bill explicitly removes the procuratorial organs’ powers of direct investigation and self-initiated supplementary investigation. In the future, if prosecutors believe that a case requires supplementary investigation, they can only request judicial police to carry out relevant work.

Drought leads to power shortage, Romania enters state of alert nationwide throughout August

2026/8/1 10:39:46

Summary: The relevant subjects are Romania’s power supply system and related industries. On July 31 local time, the Romanian government announced that affected by the persistent drought and declining river water levels, domestic power generation has declined, and the whole country will enter a power supply alert state for the entire month of August. This may subsequently have a knock-on effect on local industrial production, residential electricity supply guarantee, and market electricity price levels.

Yahoo Finance

Fed interest-rate decision rocks Wall Street’s inflation fears

2026/7/31 00:33:00

The Fed’s latest interest rate decision has triggered market volatility: This decision maintains the current benchmark interest rate range unchanged, and the released policy guidance shows that the magnitude and pace of interest rate cuts this year are both lower than previous market expectations. This signal has directly sparked Wall Street’s concerns about higher-than-expected inflation stickiness and a longer duration of high interest rates. Mainstream risk assets such as 美股 and U.S. bonds are collectively under pressure in the short term, and risk aversion is rising rapidly.

Why Analysts Are Raising Their Seagate Stock Price Targets Left and Right

2026/7/31 04:58:12

The relevant subject is 美股 storage leader Seagate Technology. Recently, analysts from multiple Wall Street institutions have collectively raised their target prices for its stock. The core support for this adjustment is the explosive demand for AI computing power driving the rapid growth of orders for high-capacity enterprise-grade mechanical hard drives. The market is generally optimistic about the recovery elasticity of Seagate’s subsequent revenue and profit, and the upward revision of target prices also reflects institutions’ optimistic expectations for the incremental space of its AI storage business.

Colliers International Group Inc. Q2 2026 Earnings Call Summary

2026/7/31 04:57:59

[Short Summary] The relevant subject is global commercial real estate service leader Colliers International Group Inc. The relevant entity has held its Q2 2026 fiscal year earnings call. During the call, it disclosed core operating data for the quarter, business performance in various regions, and progress in new track layout. The management also provided outlook for segments such as global commercial office and industrial real estate. Relevant information can be used as a reference for investment decisions in the real estate service sector and its upstream and downstream industries.