A股CPO概念衝高後快速回落，兆龍互聯跌超9%，長盈通跌超7%，永鼎股份、羅博特科等跟跌。

Taijing Technology, a leading domestic crystal-oscillator maker, notified partners on June 30 of a 10–30% price increase across its entire oscillator product line. New orders are effective on the notice date; all undelivered orders will be billed at the new prices from shipment date July 1, 2026. The company cited sharp rises in core raw-material costs — bases, caps, target materials, silver paste and precious metals including gold, silver and tungsten — driven by global commodity volatility. It provided data showing 65% black tungsten concentrate up 125% YTD 2026 and up 619% since early 2025, with precious metals remaining elevated. Taijing said prior internal measures (process optimization, efficiency gains, supply-chain consolidation) failed to absorb the cost surge, with combined procurement costs for materials and components up more than 60% since 2025, making the price increase unavoidable.

Bank of Japan policy board member Ayano Sato said firms are increasingly passing higher costs to consumers and the BOJ must guard against potential inflationary effects from yen depreciation. She said monetary policy should focus on inflation while fiscal policy should support households and firms hit by rising prices. Appointed by dovish Prime Minister Sanae Takaichi, Sato declined to comment on the timing or pace of further rate hikes and said the BOJ must watch both downside growth risks and upside inflation risks.