{"id":16894,"date":"2025-07-17T09:26:37","date_gmt":"2025-07-17T01:26:37","guid":{"rendered":"https:\/\/www.orientfutures.com.sg\/?p=16894"},"modified":"2025-11-05T16:12:00","modified_gmt":"2025-11-05T08:12:00","slug":"morning-brief-2025-07-17","status":"publish","type":"post","link":"https:\/\/of.sbwd.website\/zh\/research\/morning-brief-2025-07-17\/","title":{"rendered":"Morning Brief 2025-07-17"},"content":{"rendered":"<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> &lt; 1<\/span> <span class=\"rt-label rt-postfix\">\u5206\u949f<\/span><\/span>\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"16894\" class=\"elementor elementor-16894\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4025ec7 e-flex e-con-boxed e-con e-parent\" data-id=\"4025ec7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-945fb5f elementor-widget elementor-widget-text-editor\" data-id=\"945fb5f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div data-ogsc=\"\" data-olk-copy-source=\"MessageBody\"><div data-ogsc=\"\"><div data-ogsc=\"\"><strong>Policy<\/strong><\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">-Premier Li Qiang presided over a State Council executive meeting to discuss measures for implementing key policies to strengthen the domestic economic cycle. The meeting emphasized optimizing policies for consumer goods trade-ins to meet residents&#8217; diversified consumption demands, expanding investment in new-quality productive forces and emerging service sectors, and fully unleashing domestic demand potential to continuously enhance the internal driving force of the domestic circulation.<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><strong>Data<\/strong><\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">-Data disclosed by NEA shows that on July 16, China&#8217;s maximum electricity load hit new record high, exceeding 1.5 billion kilowatts for the first time.<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><strong>Co Focus<\/strong><\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">-Eoptolink (300502 CH) stated in its investor relations activity report that 1.6T products are expected to begin gradual mass production from the 2H 2025, with silicon photonics-based solutions projected to account for a growing share of products.<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><strong>July 16 Block Trade Info<\/strong><\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">*Discount<\/span><\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">-AUPU (603551 CH) saw 11 block trades worth 51.43mn at 10.35yuan per share, 8.41pct discount from last closing.<\/span><\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">-SAIC Motor (600104 CH) saw 1 block trade worth 159.84mn at 17.76yuan per share, 1.00pct discount from last closing.<\/span><\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">-Desay SV (002920 CH) saw 19 block trades worth 105.94mn at 93.71yuan per share, 9.74pct discount from last closing.<\/span><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2604ec3 elementor-widget elementor-widget-button\" data-id=\"2604ec3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/of.sbwd.website\/wp-content\/uploads\/2025\/07\/Morning-Brief-2025-07-17.pdf\" target=\"_blank\" rel=\"nofollow\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Download PDF<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p><span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> &lt; 1<\/span> <span class=\"rt-label rt-postfix\">\u5206\u949f<\/span><\/span>Premier Li Qiang presided over a State Council executive meeting to discuss measures for implementing key policies to strengthen the domestic economic cycle. The meeting emphasized optimizing policies for consumer goods trade-ins to meet residents&#8217; diversified consumption demands, expanding investment in new-quality productive forces and emerging service sectors, and fully unleashing domestic demand potential to continuously enhance the internal driving force of the domestic circulation.<\/p>","protected":false},"author":3,"featured_media":16895,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":"","_links_to":"","_links_to_target":""},"categories":[33],"tags":[],"post_language":[],"class_list":["post-16894","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-research"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.5 (Yoast SEO v27.2) - 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