1. Yesterday's Hotspots

English summary

M&A: Aili Home Consumer: Huatian Hotel, Yiming Food, Dongbai Group. Cap removal: Chuanzhi Education, Dongjing Electronics. AI drama: Huanrui Century. Power: Zhongdian Xinlong. Lithium battery: Jinlongyu, Fufeng Textile. 2. Trump said the US will strike Iran forcefully; international oil prices rose sharply last night, with Brent crude September futures settlement up 7.91%. After Iran's surprise attack on US forces at night, Trump said, 'We will strike Iran hard, they will pay a heavy price, now it's America's turn to counterattack,' and also threatened to impose tariffs on Iran. Yemen's Houthi attacks on Saudi oil facilities further heightened market concerns over crude supply. Oil: Zhongman Petroleum, Shandong Molong, Tongyuan Petroleum, Keli Co. (Beijing Stock Exchange). Chemicals: Jinniu Chemical, Chitianhua. 3. Two major MLCC leaders raising prices: Samsung Electro-Mechanics up 30% from August, Taiyo Yuden raising prices from September. Samsung Electro-Mechanics has recently notified sales partners that MLCC product shipment prices will be uniformly raised by 30% from August 1. ...