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Realway Technology (7656) began its Hong Kong IPO subscription on June 29 and will close on July 3, with listing scheduled for July 8, according to Ming Pao.
The offer price is set at HK$21.66 per share. The company is offering 28.087 million shares globally, including 1.4044 million shares in Hong Kong. The board lot size is 200 shares, implying an entry cost of HK$4,375.69. Expected fundraising is about HK$608 million.
Joint sponsors are Huatai International, CCB International and ABC International. The deal has no cornerstone investors.

China International Capital Corp (CICC) said market attention has recently shifted toward style rebalancing as popular themes have seen high cumulative gains and elevated crowding, according to 36Kr. Overseas, after shipping resumed through the Strait of Hormuz, disruptions to crude supply eased and WTI fell to about $70 a barrel, reducing upward pressure on global inflation, CICC said, adding that Federal Reserve Chair Walsh’s monetary policy stance is still temporarily influencing investors’ expectations for US policy. Domestically, CICC said China’s A-share market is about to enter the interim-report season, and it expects better interim results in July and August to provide some support for indexes; it also said the earlier period of choppy consolidation and rapid style rotation may be nearing its end, with interim earnings gradually becoming the main investment theme.

Reece James missed England's final training session before their World Cup last-16 tie against Mexico, while Jarrell Quansah returned to full training and is available for selection. James has missed England's last two matches since suffering a hamstring injury late in the goalless draw with Ghana and has yet to train fully with the squad, according to Yahoo Sports.

中国のA株市場は主要指数が軒並み寄り付き安となった後、正午前に下落した一方、貴金属セクターは市場全体の下げに対して上昇した。Jin10によると、A株の主要3指数は午前の取引でいずれも下げて寄り付き、取引開始直後にチネクスト指数（ChiNext Index）が一時4％超下落した後、市場は売買が交錯する中で持ち直した。正午の引け時点では、上海総合指数は0.9％安、深セン成分指数は2.09％安、チネクスト指数は3.47％安となった。売買代金は2.2兆人民元超に達した。2,000銘柄以上が下落した。セクター別の値動きはまちまちだった。貴金属関連株は急騰し、翔路タングステン（Xianglu Tungsten）、赤峰吉隆黄金鉱業（Chifeng Jilong Gold Mining）、 紫金鉱業集団の招金鉱業（Zhaojin Mining）部門、山東ゴールドインターナショナル（Shandong Gold International）がいずれもその日のストップ高に到達した。ヒューマノイド・ロボットのテーマは活発で、構成銘柄のうち10銘柄以上もストップ高を付けた。ほかでは、先端パッケージングのテーマが取引中も回復を続けた。半導体製造装置株は引き続き圧力を受け、一方で計算処理能力（コンピューティングパワー）関連のハードウェア銘柄は広範に下落した。ガラス基板やメモリーチップ関連のセクターは、最大の下落要因の一つだった。

A Japanese government economic adviser, Nagase, said a June interest rate hike would be appropriate. According to Jin10, Nagase said he personally believed raising rates in June made sense because delaying a hike would lead to excessive depreciation of the yen and harm households.

Futu said that in the first half ended June 30, total subscription amounts for 84 Hong Kong IPOs subscribed via its platform were close to $9.3 trillion, according to Ming Pao. Futu said 70 of the IPOs recorded subscriptions of more than $100 billion each, and 36 exceeded $1 trillion. It added that more than 880,000 investors cumulatively participated in IPO subscriptions, and that its platform accounted for about 47% of the overall Hong Kong IPO subscription amount market-wide.

連邦準備制度理事会（FRB）のメアリー・C・デイリー総裁は、ホルムズ海峡の状況が解決することは良いことだろうと述べた。ジン10によると、デイリー総裁は、原油価格の下落は消費者と景気にとって良いニュースになると語った。

Data compiled from HKEX Disclosure of Interests records for Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect showed that the biggest increase in holdings on July 2, 2026 was in CSPC Pharmaceutical Group (1093), up 40.046 million shares, according to Ming Pao. The largest reduction was in Southbound Hang Seng Tech (3033), down 415 million shares.

ECB Governing Council member Alberto G. Musalem said falling oil prices would ease the impact on the services sector. According to Jin10, Musalem made the remarks without providing additional details.

Longsys said it expected net profit for the first half of 2026 to be 92 billion yuan to 110 billion yuan, up 62,204.03% to 74,393.95% year on year. According to Jin10, the company said the reporting period benefited from rising downstream demand and limited overall growth in global memory wafer capacity, which supported a favorable cycle for the global semiconductor memory industry and created a positive external environment. It also said it successfully renewed wafer supply agreements with several major global memory wafer manufacturers through LTA or MOU arrangements, helping secure memory wafer supply and strengthen its resource base for long-term development. During the reporting period, the company said it completed joint tuning with AMD, achieving a technical innovation that reduced DRAM usage by about 40% for its SSD storage agent and HLC technology supporting on-device AI products.

北京发布《北京数字经济发展报告（2025—2026年）》。报告称，2025年该市数字经济增加值超过2.4万亿元；人工智能核心产业规模约为630亿元。根据Jin10报道，该报告于2026年全球数字经济大会成果发布活动上发布，由北京市社会科学院副院长陆瑶进行呈现。报告指出，2025年北京数字经济增加值同比增长8.7%，占GDP比重为46.4%。报告还称，北京在《全球数字经济标杆城市指数》评估中位列第二，发展指数值为0.770，并继续跻身“全球领先城市”之列。陆瑶表示，北京作为“人工智能首都”的地位持续增强。报告称，2025年该市人工智能核心产业规模约630亿元，相关企业超过2500家在本市集聚。报告还补充，截至2026年4月，已备案的225个大模型。报告称，大模型的创新及其产业应用在双向加速，推动工业升级、科技创新和公共服务的赋能提速。报告同时表示，数据要素市场化改革进一步推进，在打造“一区三中心”方面取得突破。报告称，北京国际大数据交易所现场交易量同比增长150%，并且受信任数据空间在医疗健康、视听等重点领域扩大了流通范围。

Biren Technology (6082), one of China’s “four little dragons” in domestic GPUs and a recent Hong Kong listing, placed 153 million new H shares at HK$46.2 each, a 9.94% discount to the July 3 H-share close of HK$51.3, according to Ming Pao. The placement raised HK$7.0686 billion in gross proceeds and HK$7.0376 billion net. Ming Pao said the fundraising size is larger than the HK$5.58 billion the company raised from its Hong Kong IPO earlier this year.

According to Lianhe Zaobao citing Xinhua and BFM TV, France’s weather service on July 5 placed 16 departments—mainly in the southwest and south—under an orange heat alert as a new heat wave is expected to push temperatures back toward 40 degrees Celsius. Forecasts said much of southwestern France could reach 36C to 39C on July 6, parts of Languedoc-Roussillon could hit 40C, and Paris could rise to 33C to 36C, with some areas possibly reaching 41C in coming days. BFM TV reported the heat wave could last until July 15, though the weather service said the intensity and spread remain uncertain while confirming temperatures are still well above seasonal averages. Wildfires in southwestern France remained severe, with a new blaze in the Eastern Pyrenees on July 4 evening; Interior Minister Gerald Darmanin said the burned area had reached 2,000 hectares. Authorities in Pyrénées-Orientales ordered evacuations in some towns affecting more than 10,000 people, and about 700 firefighters were deployed near Perpignan to battle the fires.

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CITIC Securities CICC said China’s floating-rate bond market is small but structurally concentrated, with policy bank financial bonds dominating and most coupons linked to DR007 and the loan prime rate (LPR). The brokerage said floating-rate bonds only outperform fixed-rate bonds when DR007 or the LPR rises and triggers coupon resets; if risk-free yields rise while the benchmark rates fall or stay low, floating-rate bonds face greater pressure. With the LPR still in a rate-cut cycle and DR007 lacking a clear basis for an uptrend, it said investors should not overestimate the near-term allocation value of floating-rate bonds. A smoother investment window may emerge toward the end of the easing cycle, after dovish expectations are fully priced in and DR007 stabilizes or money-market rates rebound, according to Jiemian News.

An analyst said oil companies have only a short window to benefit from elevated oil prices during the Middle East conflict. According to Jin10, Bank of America equity research analyst Robin Haworth said the opportunity for oil companies to capitalize on high prices is fleeting. He said valuations for major oil and gas companies’ stocks have not expanded significantly because investors view the higher profits as temporary. In a research note, Haworth said oil prices may be capped at $100 a barrel, leaving limited room for further gains. He added that oilfield services companies may have opportunities tied to repairing damage caused by the Middle East conflict. Haworth also said structurally reduced capacity and Ukraine’s attacks on Russian refineries are supporting refining industry margins. However, he said that as oil output and prices normalize, more attractive opportunities may be found in other sectors, including financials, utilities, and health care.

Yahua Group (002497.SZ) opened at the daily limit-up on July 7 after issuing an upbeat 2026 first-half earnings forecast, with its shares at 24.65 yuan by midday and market capitalization at 28.41 billion yuan, according to Jiemian News. The stock had risen 21% over the first five trading days of July and is up more than 110% from a cyclical low of about 11 yuan in July 2025. The lithium-salt producer said it expects 2026 H1 net profit attributable to shareholders of 11 billion to 13 billion yuan, up 710.17% to 857.48% year-on-year. Net profit excluding non-recurring items is forecast at 11.25 billion to 13.15 billion yuan, up 1,392.73% to 1,644.84%, with basic EPS of 0.9621 to 1.137 yuan. Based on its Q1 net profit of 339 million yuan, implied Q2 net profit would be 7.61 billion to 9.61 billion yuan, up 124.65% to 183.68% quarter-on-quarter. The company attributed the surge to rising lithium-salt prices and volumes and tighter cost controls across mining, production and sales.

Zhongke Xinghai Thermal Control Technology (Shenzhen) Co., Ltd. has been established, with a business scope that includes research and testing for micro-satellites, manufacturing of micro-satellites, and research, development, and manufacturing of rocket launch equipment. According to Jin10, Qichacha APP information showed that the company was set up recently. Qichacha’s equity penetration information showed that the company is jointly held by Siquan New Materials, Xingtou Measurement and Control, and others.