Industry News - The Ministry of Commerce and the Ministry of Science and Technology have adjusted the "Catalog of Technologies Prohibited and Restricted from Export" to align with China's technological development and improve technology trade management, aiming to safeguard national economic security and promote international economic and technological cooperation [3] - The 11th batch of national centralized drug procurement has been initiated, with 55 products included in the procurement scope. The procurement follows the principle of "collective procurement for non-new drugs, new drugs not included," focusing on mature "old drugs" that have been on the market for many years and have expired patent protection [3] - NVIDIA is in the process of submitting an application to resell H20 GPUs, with the U.S. government assuring NVIDIA that it will grant the necessary licenses, and NVIDIA aims to commence delivery as soon as possible [3] Overseas News - On July 15, U.S. stock indices closed mixed, with the Dow Jones Industrial Average falling by 436.36 points to 44023.29, a decrease of 0.98%. The S&P 500 index dropped by 24.8 points to 6243.76, down 0.4%. In contrast, the Nasdaq Composite Index rose by 37.47 points to 20677.8, an increase of 0.18%. Notably, semiconductor stocks, including NVIDIA, saw gains, with NVIDIA rising over 4% and the Philadelphia Semiconductor Index increasing by 1.27% [4] - The European Union has stated it does not intend to take any trade countermeasures before August 1, despite U.S. President Trump's announcement of a 30% tariff on goods imported from the EU starting August 1. The EU Commission President has indicated that the deadline for countermeasures will be extended until early August [4]

Group 1 - The adjustment of the "Directory" aims to align with China's technological development and improve technology trade management, ensuring national economic security and development interests while promoting international economic and technological cooperation [2] - The "Directory" has been revised multiple times since its initial release in 2001, with the latest adjustments reflecting changes in technology and trade dynamics [2] Group 2 - Three technology items were deleted, one new item was added, and one item was modified in the latest adjustment, including the removal of traditional Chinese architectural technology and the addition of battery cathode material preparation technology [3] - The newly added restricted technology includes preparation techniques for lithium iron phosphate, lithium manganese iron phosphate, and phosphate-based cathode raw materials, which are increasingly applied in sensitive areas [3] - The modification of the restricted technology item includes the addition of five control points related to lithium extraction from spodumene and adjustments to gallium extraction technology [4] Group 3 - Technology export management requires compliance with regulations, where prohibited technologies cannot be exported, restricted technologies require licensing, and free export technologies are subject to contract registration [5] - The Ministry of Commerce will optimize management measures and improve export licensing and contract registration processes, providing more public service products to guide enterprises in compliance [5] - The "Directory" will continue to be dynamically adjusted based on technological developments and management practices [5]