早新闻｜锂电突发！这项技术纳入限制类出口

Macro Highlights - The Central Urban Work Conference held in Beijing from July 14 to 15 emphasized that urbanization in China is transitioning from rapid growth to stable development, focusing on urban renewal as a key task for the current and future periods [1] Economic Data - The National Bureau of Statistics reported that China's GDP for the first half of the year reached 66,053.6 billion yuan, with a year-on-year growth of 5.3%. The primary industry increased by 3.7%, the secondary industry by 5.3%, and the tertiary industry by 5.5% [2] - In June, the sales prices of commercial residential properties in 70 large and medium-sized cities continued to decline, with first-tier cities seeing a month-on-month decrease of 0.3% for new homes and 0.7% for second-hand homes [2] Financial Regulations - The National Financial Supervision Administration released interim measures for the supervision of local asset management companies, limiting their financing balance with a single client to 10% of their net assets and 15% for a single group client [3] Industry Developments - The Ministry of Industry and Information Technology is soliciting opinions on the draft of mandatory national standards for mobile power supplies, which will impose stricter technical standards on products including power banks [4] - The Ministry of Commerce and the Ministry of Science and Technology adjusted the "Directory of Technologies Prohibited from Exporting and Restricted from Exporting," adding battery cathode material preparation technology to the restricted category [5] - The China Chain Store and Franchise Association issued a proposal to regulate the instant retail market, urging members to avoid price subsidy wars that disrupt market order and threaten sustainable development [6] Price Adjustments - Starting from July 15, domestic gasoline and diesel prices were reduced by 130 yuan/ton and 125 yuan/ton, respectively, translating to a decrease of 0.10 yuan per liter for 92-octane gasoline [7] Company News - Nvidia announced that the U.S. government has assured it will grant licenses, allowing the company to resume H20 chip deliveries [9] - Zhongji Xuchuang expects a net profit of 3.6 billion to 4.4 billion yuan for the first half of 2025, representing a year-on-year increase of 52.64% to 86.57% [9] - *ST Yazhen's stock was suspended due to a significant price deviation, with a resumption expected within three trading days [9] - Bertley and Jinding Private Equity established a partnership to invest in high-growth sectors including humanoid robots and smart transportation [9] - Sinochem International is planning an asset restructuring involving the acquisition of a subsidiary, with stock suspension expected for up to 10 trading days [10] - Siwei Technology anticipates improved gross margins in Q2 as product validation progresses [10] - Several companies, including Sitwei-W and Jinli Yongci, reported significant expected increases in revenue and net profit for the first half of 2025, with growth rates ranging from 47% to over 350% [11]