GoldenOctober2024

On July 8, Jin10 reported that four internet road freight platform companies, including Manbang Group, Huolala, Didi Delivery, and Kuaigou, jointly signed a self-discipline agreement to protect the legitimate rights and interests of truck drivers. The four companies promised to cut off sources of ultra-low freight rates, ensure timely settlement of freight charges, and continue to carry out "sunshine actions" regarding commission deductions. The agreement proposed to adopt various measures, including freight prepayment by shippers, purchasing freight compensation insurance, urging freight payment, and advance compensation, to actively supervise shippers in fulfilling their contracts and help drivers receive their freight income in a timely and full manner. The companies committed not to link drivers' withdrawal of freight charges to the platform's driver behavior, energy value, etc., and not to delay payment of freight charges to drivers.

Jin10 data, July 8th, Insight Investment fixed income head Brendan Murphy pointed out in a report that U.S. interest rates may slightly decline before the end of this year, but substantial rate cuts are expected next year. Despite the weakening economic outlook, recent inflationary pressures from U.S. trade tariffs will complicate the Federal Reserve's policy response. Against this backdrop, the Federal Reserve is expected to adopt a cautious stance. The institution anticipates that after inflationary pressures ease and growth concerns become dominant in 2026, the Federal Reserve will take more decisive rate cut measures.

Jin10 Data reported on July 8th that Jin Orange has issued an announcement regarding abnormal fluctuations in stock trading. After the company's self-examination, it has noted recent market discussions involving the company's business and the hot concept of 3D printing. The company has products related to laser 3D printing control systems, and some models of galvanometer products can also be used in 3D printing business. However, these products are only applied among a few customers and are all used in industrial-grade laser 3D printing equipment. In 2024, the revenue from the aforementioned products accounted for less than 2% of the company's total revenue.

Jin10 data reported on July 8, TianKang Bio announced that in June 2025, it sold 243,100 live pigs, a year-on-year decrease of 6.14%, but a month-on-month rise of 5.83%; the sales revenue was 342 million yuan, a year-on-year decrease of 19.53%, and a month-on-month decrease of 0.87%. From January to June 2025, the company sold a total of 1,528,200 live pigs, a year-on-year increase of 9.05%; the cumulative sales revenue was 2.244 billion yuan, a year-on-year decrease of 0.27%.

On July 8, Jin10 reported that Julius Baer economist David Kohl pointed out in a report that Trump has postponed the deadline for higher tariffs from July 9 to August 1, but the threat of tariff increases has not been lifted. He stated that this uncertainty is affecting investment decisions in the United States and intensifying market concerns about rising inflation. The threat of tariffs increases the risk of the U.S. falling into "stagflation." At the same time, this also puts pressure on Europe, forcing it to further stimulate regional demand to offset the impact of a deteriorating international trade environment.

Jin10 data reported on July 8th, citing four industry sources in the refining sector, that India plans to import about 10% of its cooking liquefied petroleum gas (LPG) from the United States starting in 2026. This is part of India's efforts to expand its energy procurement from the U.S. and reduce its trade deficit with the country. Data shows that over 90% of the approximately 20.5 million tons of LPG India is set to import in 2024 will come from the Middle East. Due to high transportation costs, India rarely imports LPG from the U.S. However, since May of this year, Indian state-owned refiners have begun to increase their scale of imports from the U.S. Additionally, according to previous media reports, India also plans to eliminate import duties on U.S. propane and butane used for LPG production. Sources stated, "We are looking at the U.S. as a reliable alternative source for crude oil and LPG. We need to diversify our sources of LPG supply."

Jin10 data reported on July 8 that Honghe Technology issued a stock trading risk warning announcement. Recently, the company noticed that some media have listed it as a "PCB concept". The company's main product, electronic-grade fiberglass cloth, is one of the basic materials for PCBs. The company has long focused on the R&D, production, and sales of its main products, and there are no significant changes in its main business. After self-inspection, the company found no media reports or market rumors that need clarification or response; nor did it discover any other significant events that might have a major impact on the company's stock trading price.

Jin10 data reported on July 8, that Lianhuan Pharmaceutical announced an unusual fluctuation in stock trading. The LH-1801 project clinical trial adopts a non-inferiority design, and there is significant uncertainty about whether the goals can ultimately be achieved. The LH-1801 project faces significant uncertainties in multiple key stages from the success of clinical trials to final上市销售 and profitability. The LH-1801 project is currently still in the R&D stage and is not expected to have a significant impact on the company's operating income and business performance for a considerable period of time.

Jin10 data reported on July 8, that Jitu Express (01519.HK) announced its key operating data for the second quarter and the first half of 2025. This year, both the total package volume for the second quarter and the first half of the year set new records. In the second quarter of this year, Jitu achieved a package volume of approximately 7.39 billion, a year-on-year increase of 23.5%; with an average daily package volume of 81.2 million. In the first half of 2025, the total package volume reached 13.99 billion, a year-on-year increase of 27%; with an average daily package volume of 76.9 million. From the perspective of key markets, Jitu's package volume in the Southeast Asian market maintained strong growth. The package volume in the second quarter was approximately 1.69 billion, a year-on-year increase of 65.9%, setting a single-quarter record since the company went public, with an average daily package volume of 18.5 million. In the first half of the year, Jitu's package volume in Southeast Asia increased by 57.9% year-on-year to 3.23 billion, with an average daily package volume of 17.7 million.

Jin10 data, July 8th: Medici today reached a 20cm rise, with a trading volume of 602 million yuan and a Turnover Rate of 10.47%. According to the after-hours dragon and tiger list data, the Shanghai Stock Connect dedicated seat bought 56.4339 million yuan and sold 25.8845 million yuan, with two institutional dedicated seats net buying 65.8448 million yuan.

Jin10 reported on July 8 that Dmitry Medvedev, Deputy Chairman of the Security Council of the Russian Federation, stated on social media on the 8th that there is no need to respond to U.S. President Trump's remarks on the Ukraine issue, and that Russia should continue to achieve the goals of its special military operations in pursuit of victory.

Jin10 data reported on July 8, JuHua Co., Ltd. announced that it expects the net profit attributable to shareholders of the listed company for the first half of 2025 to be between 1.97 billion yuan and 2.13 billion yuan, an increase of 1.136 billion yuan to 1.296 billion yuan compared to the same period last year, representing a year-on-year growth of 136% to 155%. After deducting non-recurring gains and losses, the company's net profit attributable to shareholders of the listed company for the first half of 2025 is expected to be between 1.95 billion yuan and 2.11 billion yuan, an increase of 1.156 billion yuan to 1.316 billion yuan compared to the same period last year, representing a year-on-year growth of 146% to 166%.

Jin10 reported on July 8 that the Semiconductor Industry Association (SIA) of the United States showed that global semiconductor sales reached 58.98 billion USD in May this year, a rise of 19.8% year-on-year and a rise of 3.5% month-on-month. Overall, markets in various regions around the world achieved growth compared to the same period last year and last month.

Jin10 News on July 8, Inno Laser stated on the interactive platform that the company's XBC laser graphical equipment uses self-developed lasers, employing a dual-track mirror structure, with each track configured with two independent laser processing systems, offering high capacity and production flexibility. It is mainly used for etching masks, preparing PN junction crossed finger structures, PN junction isolation, and passivation film slotting. Currently, the equipment has been validated in mass production at the customer's site.

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Jin10 reported on July 8, local time, that the Israel Defense Forces issued a statement saying that on the night of the 7th, Israeli troops encountered a roadside bomb attack in Beit Hanoun, located in the northern Gaza Strip, resulting in the deaths of 5 Israeli soldiers and injuring another 14.

Jin10 data reported on July 8th that the Reserve Bank of Australia kept the Benchmark Interest Rate unchanged at 3.85%, with the market expecting a decrease of 25 basis points.

On July 8, Jin10 reported that on July 7, local time, U.S. President Trump expressed during a dinner with Israeli Prime Minister Netanyahu at the White House that he believes Hamas and Israel wish to achieve a ceasefire in the Gaza Strip. He hopes to reach an agreement on the terms for ending the Gaza conflict in his meeting with Netanyahu. It is reported that U.S. Middle East envoy Wittekov is expected to go to Doha, Qatar as early as the 8th to participate in talks between Israel and Hamas and work towards an agreement. Wittekov stated at the dinner on the 7th that there is a chance to ultimately reach a peace agreement, and he hopes it can be realized soon.