A-share evening hot spots | Unisoc Technology's IPO registration approved A-share "Siasun Robot&Automation first stock" is coming?

1. The CSRC has approved Yushu Technology's registration application for the Sci-Tech Innovation Board IPO On July 2nd, according to the CSRC website, the CSRC has approved Yushu Technology Co., Ltd.'s registration application for its initial public offering (IPO) and listing on the Sci-Tech Innovation Board. It is worth noting that this comes just one month after Yushu Technology's IPO was approved. Next, Yushu Technology will enter the process of issuing and listing, moving closer to becoming the first stock of humanoid robot manufacturer Siasun Robot & Automation on the A-share market. Yushu Technology's Sci-Tech Innovation Board IPO application was accepted on March 20th of this year, and as of today (July 2nd), the registration has become effective, taking a total of 104 days. This sets a new record for the fastest review process on the Sci-Tech Innovation Board since the implementation of the pre-review mechanism. It is also a benchmark case following Changxin Technology's review process since the implementation of the pre-review mechanism. According to the prospectus, Yushu Technology plans to publicly issue no less than 40.44 million shares, with a new share issuance ratio of not less than 10%, aiming to raise 4.202 billion yuan, corresponding to an estimated valuation of around 42 billion yuan. 2. Non-farm payrolls data fell far below expectations, market reduces bets on interest rate hikes The non-farm employment in the US increased by 57,000 in June, compared to an estimated increase of 113,000, with the previous value showing an increase of 172,000. The unemployment rate in the US for June was 4.2%, slightly below the estimated 4.3% and the previous value of 4.3%. After the data was released, short-term interest rate futures in the US surged significantly, and the market reduced its bets on interest rate hikes by the Federal Reserve. The market has already fully digested the expectation of an interest rate hike in December by the Federal Reserve, which was previously expected to be in October. 3. Ministry of Commerce sends a key signal! China and the US agreed in principle to include Shenzhen Agricultural Power Group in reciprocal tariff reductions The spokesperson for the Ministry of Commerce, He Yadong, responded to questions about reducing or eliminating tariffs on the US Shenzhen Agricultural Power Group during the routine press conference on July 2nd. Trade with the Shenzhen Agricultural Power Group is an important part of China-US economic and trade cooperation. After recent economic and trade negotiations, both sides have set guiding goals to expand two-way trade with the Shenzhen Agricultural Power Group and have agreed in principle to include relevant arrangements for reciprocal tariff reductions with the Shenzhen Agricultural Power Group. Companies will follow market principles and conduct trade independently according to actual needs and market conditions. China is willing to work together with the US to create favorable conditions for two-way trade with the Shenzhen Agricultural Power Group. 4. State Council: Accelerating the upgrading of the sports industry The State Council approved the "Fifteen Five-Year Plan for Building a Strong Sports Nation," aiming to achieve the goal of building a strong sports nation, improve the public fitness service system, reform and improve the management system and operation mechanism of competitive sports, strengthen youth sports work, promote the revitalization and development of major sports, accelerate the upgrading of the sports industry, vigorously promote the spirit of Chinese sports, deepen exchanges and cooperation in the field of sports, enhance the supporting capacity of sports development, continuously improve the satisfaction of the people with sports work, and the contribution of sports work to economic and social development, and to write a new chapter in the fast construction of a strong sports nation in the process of Chinese modernization. 5. 286.46 million new A-share trading accounts opened in June, a year-on-year increase of 73.99% According to the new account data released on the official website of the Shanghai Stock Exchange, there were 2.8646 million new A-share trading accounts opened in June 2026, an increase of 3.59% month-on-month and 73.99% year-on-year. From January to June 2026, a total of 20.613 million new accounts were opened, an increase of 60.04% year-on-year. 6. Is Meta "crashing" tech stocks? Industry insiders: Misunderstanding of excess computing power On July 2nd, A-shares in the technology sector experienced a significant drop, with semiconductor, computing hardware, storage chip, and other sectors seeing substantial declines. For instance, in the "Double Innovation Board" where technology stocks are concentrated, the ChiNext Index and the Sci-Tech Innovation Board Index fell by 5.71% and 5.64%, respectively. According to market conditions, the drop in A-shares tech stocks was attributed to the market's interpretation of Meta's external sale of computing power as excess computing power. However, several industry insiders believe that this interpretation is a misunderstanding, as Meta selling computing power does not mean the end of AI capital expenditure, but rather signifies the maturity of the AI infrastructure business model. 7. "Pre-feed" stocks lead the sector inventory, focusing on these directions first As July arrives, A-shares officially enter the window period for mid-year performance forecasts, and the mid-year market season unfolds. Currently, over 40 listed companies have released their performance forecasts for the first half of 2026. In terms of forecast types, "pre-feed" companies account for nearly 80% of the total. Looking at individual stocks based on the estimated year-on-year growth rate of net profit attributed to shareholders (lower limit), Shandong Yisheng Livestock & Poultry Breeding ranks first with a performance increase rate of 4287%, followed closely by Hengyi Petrochemical with a rate of 2326%. Both companies belong to the agriculture, forestry, animal husbandry, and fishery, and petroleum and petrochemical sectors, respectively. In addition, Jiangxi Fushine Pharmaceutical, Fine Made Microelectronics Group, and Ningbo Huaxiang Electronic, which are loss-turnaround stocks, have also performed well, representing the pharmaceutical and biotechnology, electronics, and automotive industries, respectively.