【早报】事关货币政策、物价，央行报告释放重要信号；OpenAI将豪掷数万亿美元，AI基建迎利好

Macro News - The People's Bank of China released the monetary policy execution report for Q2 2025, emphasizing the implementation of a moderately loose monetary policy and promoting reasonable price recovery as a key consideration [2][4] - The Chinese Ministry of Foreign Affairs announced a visit by Wang Yi, a member of the Political Bureau of the CPC Central Committee, to India for the 24th meeting on the China-India border issue [2] - Yang Jiaohong, former director of the Securities Regulatory Commission's issuance supervision department, was expelled from the Party for corruption related to stock subscriptions [2] Industry News - OpenAI's CEO Sam Altman stated intentions to invest tens of trillions of dollars in infrastructure for AI services [3][4] - The Shenzhou 20 crew successfully completed a spacewalk with assistance from the "Wukong AI" model, marking a new development in space operations [3] - China Petroleum & Chemical Corporation announced a significant breakthrough in the Sichuan-Chongqing natural gas base, with newly confirmed geological reserves of 124.588 billion cubic meters [3] - The first batch of rare earth mining and smelting separation control indicators for 2025 has been issued to the China Rare Earth Group and Northern Rare Earth, with expectations that future indicators may not be publicly disclosed [3] Company News - China Shenhua announced plans to purchase assets from the State Energy Group and Western Energy, with stock resuming trading [7] - Huahong Semiconductor announced plans to acquire Huali Micro's equity to resolve industry competition issues, leading to stock suspension [8] - Shengyi Technology reported a 52.98% year-on-year increase in net profit for the first half of the year and plans to distribute dividends [10] - Copper Crown Copper Foil reported a net profit of 34.95 million yuan in the first half of the year, marking a turnaround from losses [10] - BiYing Technology announced a 452% year-on-year increase in net profit for the first half of the year and plans to invest approximately 1.9 billion yuan in a smart manufacturing project [10]