Geopolitical & Trade Relations - Reports indicate China has lifted restrictions on rare earth exports to India [1][2] - Discussions regarding rare earth export restrictions were held between Indian and Chinese officials, with agreements to continue dialogue on critical mineral supply and broader economic and trade issues [1][2] Supply Chain Stability - China expresses willingness to strengthen dialogue and cooperation with relevant countries and regions to jointly maintain the stability of global supply chains [1]

#数据 截至2025年6月末，全国有线电视实际用户2.06亿户（同比减少1%或200万户，较3月减少100万户），广电5G用户3545.57万户（同比增40.5%）。全国广播节目播出时间783.32万小时（同比增3.6%），电视节目播出时间935.53万小时（同比增5.3%）。 ...

Stock Performance - Hong Kong stock market: Oriental Selection's stock price experienced significant volatility on Tuesday, initially erasing a 23% gain before reversing to a 95% decline [1]

AI Chip Development for China - Nvidia is developing a new AI chip, B30A, based on the Blackwell architecture, specifically for the Chinese market [1] - The B30A chip's performance is designed to be stronger than the H20 [1] - The B30A chip will feature a single-chip design [1] - The B30A chip's raw computing power is potentially half of the flagship B300 accelerator card's more complex dual-chip configuration [1] Timeline and Strategy - Nvidia aims to deliver samples of the B30A chip to Chinese customers for testing as early as next month [1] - The specifications of the B30A chip are not yet fully finalized [1]

Supply Chain & Trade - China is preparing to supply India with fertilizers, rare earth materials, and tunnel boring machines [1] Source - The information originates from India TV (@indiatvnews) [1]

#数据 国家统计局发布7月份分年龄组失业率数据：全国城镇不包含在校生的16-24岁劳动力失业率为17.8%，较上月上升3.3个百分点。全国城镇不包含在校生的25-29岁劳动力失业率为6.9%，上升0.2个百分点。全国城镇不包含在校生的30-59岁劳动力失业率为3.9%，下降0.1百分点。 https://t.co/yaFRzkARbN ...

Market Trends & Exchange Rate Dynamics - The possibility exists for the RMB to appreciate further against the USD, potentially breaking through the 7 level [1] - Scenarios driving RMB appreciation include a weakening US economy, Federal Reserve interest rate cuts, and a general decline in market confidence in the USD [1] - A potential improvement in US-China trade relations, such as a second-phase trade agreement, could also boost market confidence and push the RMB higher [1] - The multi-lateral exchange rate trend of the RMB is a result, not a target [1] Policy & Stance - China is not deliberately devaluing its exchange rate to support exports [1]

🇨🇳当前A股你会追涨吗？ ...

Market Dynamics - COFCO预订了约 5 万吨澳大利亚新作油菜籽 [1] - 这是自 2020 年以来中国首次从澳大利亚进口油菜籽 [1] - 中国商务部此前宣布对加拿大油菜籽征收临时反倾销税 [1]

路透社引述印度媒体消息，中国取消了稀土磁铁出口至印度的限制。🗒️彭博社6月曾报道，印度外交秘书Vikram Misri在新德里与中国外交部副部长孙卫东会面时，提出了中国对稀土出口实施管制的问题。双方同意未来继续就关键矿产供应及更广泛的经贸议题保持对话。 ...