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*Sectors
– The State Council has approved the 15th Five-Year Plan for Building a Leading Sports Nation. The approval document states that authorities shall improve the public service system for national fitness, reform and refine the management system and operational mechanisms for competitive sports, strengthen youth sports programs, advance the revitalization and development of the “Three Major Balls” (football, basketball, volleyball), and accelerate the quality improvement, scale expansion and upgrading of the sports industry.
– Securities regulatory bureaus across multiple regions have recently been actively pushing qualified brokerages within their jurisdictions to apply for fund investment advisory qualifications. Prior to this, the Securities Association of China (SAC) issued a document explicitly encouraging more brokerages to obtain qualifications for fund investment advisory businesses.
– The China Securities Regulatory Commission has approved the registration of Unitree Robotics for its STAR Market IPO.
*AI industry
– NVIDIA announced the launch of an all-new AI infrastructure cooperation model. Through revenue-sharing and credit support mechanisms, the company will jointly build large-scale, multi-tenant AI factories with AI cloud service providers. This initiative enables startups, model developers, enterprises and research institutions to access AI computing power at a faster pace, while generating recurring revenue for NVIDIA tied to the volume of compute consumption.
Jul 2 Block Trade Info
*Discount
– Zhongji Innolight (300308 CH) saw 1 block trades worth 349.99mn at 1143.00yuan per share, 6.55pct discount from last closing.
– Zhejiang Hailiang (002203 CH) saw 1 block trades worth 165.20mn at 20.65yuan per share, 6.35pct discount from last closing.
*Premium
– Energy New Material (002812 CH) saw 1 block trades worth 170.53mn at 65.84yuan per share, 0.61pct premium from last closing.
For more insights, please visit Orient Futures Singapore’s research platform,
Finoview.

