British Prime Minister Starmer: The £1 billion annual funding gap in defense spending has been covered by budget "spare space".

Key News 1. Eight departments including the Ministry of Industry and Information Technology: 50,000 industrial 5G private networks to be built by 2030. 2. China Securities Regulatory Commission: Continue to crack down on collusion in fraud, increase enforcement efforts, and resolutely dismantle the fraud ecosystem. 3. Ministry of Finance: Total profits of state-owned and state-controlled enterprises nationwide increased by 3.5% year-on-year from January to May. 4. China National Space Administration: my country will establish a space-ground collaborative monitoring system for near-Earth asteroids. 5. Ministry of Foreign Affairs: China and the EU are partners, not adversaries; the essence of China-EU economic and trade cooperation is mutual benefit and win-win. Individual Stock News 1. Cambricon: If upstream raw material prices continue to rise in the future, it may have an adverse impact on the company's operating performance. 2. Yisheng Biotech: Net profit for the first half of 2026 is expected to increase by 4287%-4774% year-on-year, with both volume and price of broiler chicken business increasing. 3. Yongtai Technology: Net profit is expected to increase by 351%-461% year-on-year in the first half of the year, with both volume and price of core lithium battery materials such as lithium hexafluorophosphate, VC, and electrolytes rising. 4. Shenzhen Technology: The company's HBM technology is still in the R&D stage and is not expected to generate related sales revenue and profit in the short term. 5. BOE A: The company has sent samples of its glass substrates to some domestic customers, and some customers have passed concept certification and entered the technical testing stage. 6. Taicheng Optoelectronics: Corning GlassBridge and MPO complement each other, which will reshape rather than weaken the MPO market space. 7. Yuanjie Technology: The company's products are mainly used in the optical communication field, and its demand is easily affected by the development trend of the downstream telecommunications market and data center market. 8. Sidike: MLCC release film has recently passed Murata's supplier access, and will continue to promote sample verification. 9. Anjie Technology: Plans to acquire 51% equity of Suzhou Zhifeng in cash. The main products of the target company include optical module chip bases, etc. 10. Sifangda: Plans to raise no more than 2 billion yuan through a private placement for projects such as the industrialization of diamond drill bits. 11. Jiechuang Intelligent: Plans to raise no more than 1.965 billion yuan through a private placement for projects such as the construction of a smart computing cloud service center. 12. Delong Laser: TGV-related products have generated sales, but currently, this equipment accounts for a small proportion of the company's overall revenue. 13. Jinhong Gas: High-purity carbon dioxide has passed the third round of testing by Hynix and has entered the formal supply stage. 14. Tongyou Technology: Plans to raise no more than 1 billion yuan through a private placement for projects such as the construction of an enterprise-level storage system and SSD R&D center for AI full-scenario applications. 15. Zhongkuang Resources: Its wholly-owned subsidiary, Jiangxi Zhongkuang Lithium Industry, has temporarily suspended production for maintenance. 16. Caitong Fuxin Fixed-Term Hybrid: Trading will be suspended for the entire day on July 1, 2026. 17. 3 days, 2 boards of Leybold High-Tech: Glass-based panel-grade carrier products are currently only in the pre-research stage and have not yet been commercialized.

Goldman Sachs global head of equity strategy Peter Oppenheimer said global equities are likely to extend Q2’s strong rally into H2, with technology companies’ earnings growth the main driver. He said that if earnings remain healthy and breadth widens, markets should continue to rise in H2, though gains may be smaller than in H1. Oppenheimer added that tech profit growth should persist, with investor focus shifting from data‑center and cloud operators to semiconductors and equipment makers supporting the AI boom.