【早报】王毅同伊朗外长通电话；六部门出台相关举措，事关金融促消费

Industry News - Goldman Sachs maintains an overweight recommendation on A-shares and Hong Kong stocks, with a target of 4600 points for the CSI 300 and 84 points for MSCI China, implying about a 10% upside [8] - The Ministry of Commerce announced the organization of the 2025 New Energy Vehicle Consumption Season, aiming to promote the replacement of old vehicles with new ones and enhance the availability of suitable new energy models [8][9] - The National Medical Products Administration held a meeting to strengthen the monitoring and handling of key medical device products sold online, emphasizing a comprehensive approach to law enforcement [9] - The Guangdong Provincial Government issued a plan to promote economic growth, focusing on the replacement of old appliances and vehicles to optimize recycling channels [9] - The China Trust Industry Association is holding a conference to develop guidelines for insurance trust business, aiming to standardize practices and clarify responsibilities [10] Company News - Huayang New Materials announced that Huayang Group is under investigation for misappropriating funds from Yangmei Chemical [11] - Robotech's subsidiary ficonTEC signed a contract worth over 100 million yuan for optoelectronic packaging and testing equipment [12] - Jiahua Food announced a product giveaway to all shareholders [13] - Tailin Microelectronics expects a 267% year-on-year increase in net profit for the first half of the year [14] - Xiangyang Bearing announced that its shareholder, Xiangzhou Group, plans to reduce its stake by up to 3% [15] - Youyan New Materials plans to introduce strategic investors, with the National Integrated Circuit Industry Investment Fund II set to subscribe for 50.8183 million yuan in registered capital [15] - Changchuan Technology plans to raise no more than 3.132 billion yuan through a private placement for semiconductor equipment R&D projects [15] - Shenzhou Information stated its technical capabilities related to RWA and plans to actively enter the stablecoin sector [15] - Haon Automotive stated that its robotics subsidiary's products can be used in service robots and humanoid robot applications [15] - Youngor announced the sale of financial assets including shares in CITIC and CITIC Bank, with a total transaction amount of 4.175 billion yuan [16] - Huatai Securities has been approved to issue up to 10 billion yuan in technology innovation bonds [17] - Wantai Biological clarified that online claims regarding the efficacy data of its 9-valent HPV vaccine are inaccurate [18] - Daikin Heavy Industry plans to issue H-shares and list on the Hong Kong Stock Exchange [19] - Guangda Special Materials expects a year-on-year net profit increase of approximately 368% for the first half of the year [20] - Gaoling Information announced that specific shareholders plan to reduce their stake by up to 5.66% [21]