A股，重大调整！

Key Points - The Shanghai and Shenzhen Stock Exchanges are seeking public opinion on adjusting the price fluctuation limit for risk warning stocks on the main board from 5% to 10%, aligning it with other stocks on the main board [2][4] - The People's Bank of China emphasized the need for a moderately loose monetary policy to support technological innovation and boost consumption, while maintaining capital market stability [4] - The Chinese government has decided to conditionally resume imports of seafood from certain regions of Japan, following monitoring of the Fukushima nuclear wastewater situation [4] - The Hong Kong Financial Secretary announced that regulations for stablecoins will take effect on August 1, aiming to create a favorable market environment for their application [5] - Neuralink, a company owned by Elon Musk, showcased its latest research and developments, with seven participants in its trials, including patients with spinal cord injuries and ALS [5] Company News - The China Securities Regulatory Commission has issued a notice regarding administrative penalties for Nanjing Yuebo Power System Co., Ltd. for information disclosure violations [7] - Hongye Futures stated that there are no undisclosed significant matters [8] - Zhongguang Optical reported normal production and operational conditions without significant changes in the internal and external business environment [9] - Mindray Medical announced plans to reduce its shareholding by up to 5 million shares, representing 0.41% of the total share capital [10] - New Dairy's controlling shareholder plans to reduce its stake by no more than 3% [11] - Magu Technology's shareholder Baolifeng intends to reduce its stake by no more than 3% [12] - Qin Port Co., Ltd. plans to reduce its stake by no more than 2% [13] - Unisplendour repurchased 775,500 shares for 49.6173 million yuan [14] - *ST King Kong signed a significant 399 million yuan contract for computing power sales [15] - Degute plans to acquire control of Haowei Technology, with stock suspension starting June 30 [16] - Chengdu Xian Dao terminated a major asset restructuring plan to acquire approximately 65% of Nanjing Haina Pharmaceutical Technology Co., Ltd. [17] - Yueyang Xingchang reported that its production facilities are operational [18] - Qixiang Tengda plans routine maintenance for its 60,000-ton acetone and methyl ethyl ketone facility starting June 30 [19] - China Rare Earth reported stable production and operations without impact from changes in management [20] - Longqi Technology has submitted an application for H-share listing on the Hong Kong Stock Exchange [21] Market Insights - Zhongtai Securities maintains a focus on the bond market and dividend assets, while also identifying opportunities in the technology sector related to AI capital expenditures [22] - Tianfeng Securities highlights sectors with strong fundamentals, such as overseas computing power and gaming, while also noting higher risk preferences in emerging trends like solid-state batteries and stablecoins [22]