Worker performing TIG welding on stainless steel rectangular tubes in a metal workshop.
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Xi’s Emphasis
– Chairman Xi Jinping presided over the sixth meeting of the Central Commission for Financial and Economic Affairs, who emphasized efforts to advance the development of a unified national market in greater depth and promote the high-quality development of the marine economy.

Industrial Economy
– The National Healthcare Security Administration drafted and publicly solicited opinions on the “2025 Work Plan for Adjusting the NRDL for Basic Medical Insurance, Maternity Insurance and Work-Related Injury Insurance, as well as the Innovative Drug List for Commercial Health Insurance”.
– Shanghai issued the “Implementation Rules for Subsidies on Electric Bicycle Trade-Ins in 2025”, which will take effect from July 1st, 2025.

Co Focus
– Yamaton (002623 CH) responded that the industry-wide production cut of 30% planned byleading domestic photovoltaic glass manufacturers starting July is confirmed.
– Bestechnic (688608 CH) stated on the interactive platform that Xiaomi’s AI glasses are powered by its 2700 series chip.

July 1 Block Trade Info
*Discount
-OFILM (002456 CH) saw 2 block trades worth 585.29mn at 10.67yuan per share, 9.27pct discount from last closing.

*Flat
-Zijin Mining (601899 CH) saw 37 block trades worth 516.69mn at 19.90yuan per share, flat from last closing.

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