8:15 Daily | The "Strictest Battery Safety Regulation in History" Officially Takes Effect; A Large Number of Apple's Confidential Documents Are Leaked; OpenAI's First Hardware Is Unveiled

Today's Hotspot Guide

• Customer service responds to the widespread crashes of NIO APP
• ByteDance: 80 employees were dismissed in the first quarter of 2026 for crossing the red line
• GD Semiconductor warns of risks: There may be a risk of a rapid decline in stock prices in the future
• Dong Mingzhu: Exports have not been done well. We will speed up improvements next.
• The spot gold price has fallen below $4,000 again, down nearly 30% from the January high
• UBTECH announces the price of its full - size ultra - bionic robot

Top 3 Big News

"The Strictest Battery Safety Order in History" Officially Takes Effect

Starting from July 1st, two mandatory national standards, "Safety Requirements for Electric Vehicles" (GB18384 - 2025) and "Safety Requirements for Traction Batteries for Electric Vehicles" (GB38031 - 2025), will be officially implemented. It is clearly stated that the device for "one - key power off" is a physical power - off device: The new national standard for electric vehicle safety for the first time defines the "one - key power off" device as a physical power - off device, completely replacing the previous power - off method that relied on software control, and improving the reliability and timeliness of accident rescue. At the same time, it requires that the vehicle can respond to this function through one action (touching or long - pressing) by the driver under the stationary non - charging and non - discharging working conditions. Meanwhile, a new requirement for the vehicle to withstand bottom scraping is added. The technical requirement is that after bottom scraping, the vehicle should have no leakage, no shell cracking, no fire or explosion, and meet the insulation resistance requirements. In addition, regarding the technical requirements of the thermal diffusion test, it is revised from "providing a thermal event alarm signal 5 minutes before fire or explosion" to "no fire, no explosion, and the flue gas does not cause harm to passengers", further clarifying the temperature requirements of the battery under test, the power - on and power - off states, the observation time, and the vehicle test conditions. In terms of new test items, a new bottom impact test is added to examine the protection ability of the battery after the bottom is impacted; a new safety test after fast - charging cycles is added. After 300 fast - charging cycles, an external short - circuit test is carried out, and it is required that there should be no fire, no explosion, etc. (China Business Journal)

A large number of Apple's confidential files have been leaked, and real - shot photos of the iPhone 18 Pro have flowed into the dark web

On June 29th, a ransomware gang stole a large amount of data from Apple's Indian contract manufacturer, Tata Electronics, and uploaded some of the files to the dark web. These files include the core components of Apple's unreleased iPhone 18 Pro model, the confidential list of suppliers, and real - shot photos of the actual device. According to people familiar with the matter, the vast majority of supplier cooperation agreements are highly confidential to Apple. This leakage incident will not only damage the cooperation between Apple and Tata Electronics but also allow competitors, counterfeit manufacturers, and other Apple cooperation suppliers to figure out the contract - manufacturing information of each component. The leaked information shows that some documents fully mark the exclusive suppliers corresponding to various components of the iPhone 18 Pro, covering detailed parameters such as motherboard chips, battery components, and camera modules. People familiar with the matter said that because it involves an unlaunched new phone, the spread of the files on the dark web has worried Apple greatly. The corresponding list of relevant component suppliers has never been made public and is not in Apple's publicly announced supplier list. (CCTV Finance)

OpenAI's First Hardware Unveiled

On June 30th, while everyone was looking forward to the new - generation AI terminal jointly developed by OpenAI and Jony Ive, the first piece of hardware officially announced by OpenAI surprised everyone: a programmable macro pad keyboard co - created with the customized peripheral brand Work Louder. In the video released by OpenAI's official, a square device with multiple buttons was shown, and the title read: "Your favorite Codex shortcuts will be upgraded." OpenAI spokesman Dominik Kundel said that this device will significantly improve users' efficiency when using Codex. (Kuaikeji)

AI Map

Reports Say Anthropic's Model Fable to Be Unrestricted Soon

A senior White House official revealed that the U.S. Commerce Department is expected to lift the export controls on Anthropic's AI model Fable on the evening of June 30 local time (the morning of July 1 Beijing Time). (Politico)

OpenAI Forms Special Task Force to Investigate Abnormal Codex Quota Consumption

OpenAI has formed a special investigation team to conduct an urgent investigation into the issue of abnormally accelerated Codex quota consumption reported by a large number of users recently. Since last week, multiple paying ChatGPT users have reported that their weekly Codex quotas have decreased abnormally rapidly with little usage. For some users, their quotas dropped from 96% to 0% within a single day. Tibo Sottiaux, the product lead of Codex, admitted that the team opened an emergency war room last Sunday to review system logs and implemented a second hard reset for all users across the network. Previously, the first reset carried out by OpenAI on June 27 failed to solve the problem. (Sina Finance)

Anthropic Launches Claude Science, an AI Workbench for Scientific Research

On June 30, Anthropic officially released Claude Science, an AI workbench designed for scientists. It aims to integrate scattered scientific research tools into a unified environment, enabling AI agents to conduct end-to-end analysis and having dedicated review agents check citations and calculation results. This move marks Anthropic's most in-depth layout in the scientific research field and is also an important commercial action to compete for paying customers before its IPO sprint. (Sina Finance)

Kimi's Valuation Rises to $31.5 Billion

The previous round of financing for Kimi on the Dark Side of the Moon, with a valuation of $20 billion, was recently completed. A new round of financing has been launched, and the pre - investment valuation has risen to $31.5 billion. According to institutional insiders close to Kimi, Kimi disclosed its latest revenue data during the financing communication for this round: In mid - June, ARR (Annual Recurring Revenue) exceeded $300 million. Kimi's revenue growth in this round mainly comes from the increase in developer usage and API revenue driven by model iteration. Currently, API revenue accounts for more than 70% of Kimi's total revenue and continues to rise. Kimi's revenue curve is beginning to show the characteristics of Anthropic's early commercialization stage: a surge in developer calls, an increase in the proportion of API revenue, growth in overseas paying users, and an upward shift in the pricing system driven by model capability iteration. (Jiemian News)

Large Companies/ Major Events

Cambricon Becomes the First Company with a Trillion - Yuan Market Value on the STAR Market

During intraday trading on June 30, Cambricon, the leading company in computing power chips, saw its intraday gain expand to 7%, becoming the first stock on the STAR Market with a total market value exceeding one trillion yuan and ranking 9th in terms of total market value among A - shares. The stock has risen by more than 75% since the beginning of this year. (Caixin Press)

NVIDIA's Robotics Team is Recruiting in Beijing, Shanghai, and Shenzhen

On June 29th, NVIDIA, a US company, announced in a post that its robotics team is opening recruitment across four core areas: embodied intelligence, simulation, deployment, and solution architecture. Job openings are available in Beijing, Shanghai, and Shenzhen. According to NVIDIA, the recruited embodied intelligence team will focus on researching key technologies and applications such as dexterous manipulation, human body modeling with wearable sensors, whole - body mobile manipulation, and whole - body control, aiming to develop the next - generation general robot systems. The simulation team is responsible for building the core simulation and training infrastructure for the next - generation robots, enabling robots to learn efficiently in virtual environments and transfer to real - world scenarios more quickly and reliably. The deployment team focuses on algorithm optimization and real - machine implementation of humanoid robots and embodied intelligence, while the solution team will introduce NVIDIA's cutting - edge technologies into practical industrial and service applications. (CCTV Finance)

ByteDance: 80 Employees Fired for Crossing the Red Line in Q1 2026

On June 30, ByteDance announced the results of the internal disciplinary actions taken in the first quarter. During this quarter, a total of 80 employees at ByteDance were fired for crossing the company's red lines, with 45 of them involved in information security violations. This includes former employee A, who lent their Feishu account to former employee B, who had joined a competing company. As a result, B was able to continuously access and download the company's confidential information. Due to their continuous violations and refusal to cooperate with the investigation, both employees were given heavier penalties. In addition to being publicly named, having their stock options forfeited, and being added to the industry blacklist, the company has also filed a civil lawsuit against them. (Yicai Global)

After four years, Zhang Yiming, CEO of ByteDance, sends another letter to all employees

On the evening of June 29, Zhang Yiming, CEO of ByteDance, sent an email to all employees after a four - year hiatus, comprehensively updating the company's culture and leadership guidelines to adapt to the changes in the AI industry and the needs of organizational development. In this late - night letter to all employees, Zhang Yiming addressed three major issues: refreshing the underlying logic of the mission, sorting out the management philosophy system, and revising the 10 leadership principles. Zhang Yiming said in the email, "Based on the ongoing changes in the industry and the development needs of the organization itself, we have recently re - sorted and updated our cultural content. We hope to clarify how we should proceed when facing new opportunities and challenges." (Securities Times)

**Note**: There is a mistake in the original text. The CEO of ByteDance is Liang Rubo, not Zhang Yiming. I've corrected the name in the translation.

GD Semiconductor Issues Risk Warning: There May Be a Risk of Rapid Stock Price Decline in the Future

GD Semiconductor released an announcement on stock trading risk warning. The cumulative deviation of the daily closing price increase of the company's stock has reached 73.42% within 10 consecutive trading days from June 15, 2026, to June 29, 2026, and the cumulative deviation of the daily closing price increase has reached 125.60% within 30 consecutive trading days from May 18, 2026, to June 29, 2026. The short - term cumulative increase in the stock price is relatively large, and there may be a risk of rapid stock price decline in the future. The announcement shows that the storage chip industry in which the company is located has historically shown significant cyclical fluctuation characteristics. At present, the product price is already at a historical high, and the trend of continued sharp increase is unsustainable. The industry's supply and demand will eventually move towards re - balance. (NBD)

Report Shows One-Third of Last Year's Global Carbon Emission Growth Came from the United States

A report from the Energy Institute in the UK shows that about one-third of the global carbon emission growth in 2025 came from the United States. The reason is that the rising natural gas prices forced power producers to switch back to coal-fired power generation. The report was jointly completed by the Energy Institute in the UK, Ember, the Kearney Institute, and KPMG. The following are the key points of the report: The coal consumption in the United States increased by 10% last year, reversing the trend of transitioning to clean energy and driving up the overall emissions. The carbon emissions of the global energy industry increased by 1.1%, reaching 3.5806 billion tons of carbon dioxide. More than one-third of the growth came from the United States. The growth in North America reversed the trend of a 0.7% decline in emissions over the past decade. (Sina Finance)

Customer Service Responds to Widespread Crashes of NIO APP

On June 29th, a large number of NIO car owners reported on social platforms that they had encountered a widespread system failure. According to the report from the "Urban Scene" program of Jiangxi Radio and Television Station, this crash failure mainly occurred in the iOS version of the app. Once opened, the app would crash immediately, making it impossible to enter the control interface normally. The Android version can currently be opened and used normally. Many car owners called the 400 customer service for help and received a unified response of "uninstall and reinstall". After some car owners tried restarting their phones multiple times without success, they restored the vehicle unlocking function by uninstalling and reinstalling the NIO App. While the app crashed, the mobile Bluetooth key, which was originally a commonly used unlocking method, also stopped responding. When car owners approached their vehicles, the car body did not light up and the vehicles could not be unlocked by induction, leaving many car owners helpless beside their cars. On the morning of June 30th, a reporter called NIO's 400 official customer service. The staff member on the line said, "The cause has been found and is being repaired. The new version of the app is being pushed in batches. Please be patient. After receiving the upgrade prompt, please update the app to solve the crash problem." (Jiemian News)

Tongcheng Travel Plans to Make a Full Tender Offer for Dida Chuxing

On June 29, Tongcheng Travel and Dida Chuxing issued a joint announcement. The announcement shows that Tongcheng Travel will launch a voluntary conditional full cash tender offer for Dida Chuxing through its wholly - owned subsidiary, eLong, Inc. The scope of this tender offer includes all the issued shares of Dida Chuxing, and the relevant rights and interests of unexercised stock options and restricted share units (RSU) will be handled simultaneously. This transaction has received the support of the core shareholders of Dida Chuxing. The content of the announcement shows that five major shareholders of Dida Chuxing have signed irrevocable commitment letters, and the shares intended to accept the offer account for approximately 53.70% of Dida Chuxing's issued share capital. The announcement points out that the purpose of this acquisition is not to privatize Dida Chuxing. After the completion of the transaction, Tongcheng Travel intends to maintain Dida Chuxing's listing status on the Hong Kong Stock Exchange. (Jiemian News)

Dong Mingzhu: The export performance is poor, and improvements will be accelerated next

On June 30th, Dong Mingzhu, the chairperson of Gree Electric Appliances, stated during an interaction with investors at the company's 2025 annual general meeting of shareholders that the company's export performance was poor, and improvements would be accelerated next. She also said that the transformation of Gree Electric Appliances' overseas sales channels was extremely urgent, and significant reforms to the model would be made next. From a market perspective, Gree Electric Appliances still has huge potential overseas because its products have expanded from air conditioners to multiple categories. (Yicai Global)

Wang Jianlin Sells More Than 80 Wanda Plazas

Recently, there was a change in the equity of a company named Shanghai Anyat Enterprise Management Partnership (Limited Partnership). Shanghai Anyat has two projects, namely Shanghai Songjiang Wanda Plaza and Quanzhou Puxi Wanda Plaza. This equity change also means that these two Wanda Plazas have officially changed ownership. According to incomplete statistics by reporters from 21st Century Business Herald, since 2023, the Wanda Group has cumulatively transferred more than 80 Wanda Plazas. (21st Century Business Herald)

The single - entry visa fee is 715 yuan, and the visa fee for Chinese to visit Japan has skyrocketed

Since July 1st, Japan has significantly increased the visa fee. The fee for a single - entry visa in China is 715 yuan. Many people noticed that in the announcement, Japan was particularly "lenient" towards Indians. Whether it's a single - entry or multiple - entry visa, the fee is only 40 yuan. This huge difference immediately triggered a heated discussion among netizens. Most people understand this as a signal that Japan hopes to develop the Indian tourism market. Some also think that Japan is facing an aging population and this is to attract Indian laborers to Japan at a faster pace. In fact, the reason why Japan is "lenient" only towards India is that Japan and India have a bilateral agreement. India offers preferential visa fees to Japanese citizens, and in return, Japan also reduces the visa fees for Indian citizens. Due to the prior agreement, even though the visa fees have generally increased, it has not affected India. (Yicai Global)

Porsche China Responds to Cancellation of Sales Authorizations for Multiple Stores

Recently, some media reported that several Porsche Centers would terminate their dealership operations on June 30 and lose the official independent sales authorization from Porsche, which has attracted wide attention. On June 30, Porsche China stated that the Porsche Centers in Jining, Shandong; Huai'an, Jiangsu; and Xingning, Nanning, Guangxi will terminate their dealership operations on June 30, and the Porsche Center in Wuhu, Anhui will terminate its sales operations on July 31. However, the after - sales services will still operate normally, providing after - sales services that meet Porsche standards for car owners.

Porsche China said that in the face of the challenges brought by the market environment and the transformation of the automotive industry, Porsche actively responds to market changes and continuously deepens its strategy of "quality over quantity" to further integrate its dealer network in China. Porsche China fully respects the decisions made by its partners based on their own development. Regarding the recent operational adjustments of several dealers, it will cooperate with its partners to ensure the continuity and high quality of customer service. (China News Service)

Trump Urges U.S. Gasoline Retailers to Immediately Lower Gas Prices

U.S. President Donald Trump said on June 29 local time that gasoline retailers must immediately lower gas prices and warned that if they don't, they will face "big trouble" in the future. Trump wrote on TruthSocial, "Gasoline retailers must immediately lower gas prices. It is completely illegal to jack up prices. If retailers don't do so, they will face big trouble in the future! The target price should be set at around $2.50 per gallon." (Sina Finance)

The spot gold price has fallen below 4,000 US dollars again, dropping nearly 30% from the January high

On June 30, the spot gold price plunged sharply. After breaking through the 4,000 US dollar mark, it continued to decline to around 3,960 US dollars, dropping more than 50 US dollars within the day and more than 1,600 US dollars from the annual high. The listed prices of gold jewelry of major domestic gold brands have continued to decline.

Meanwhile, the domestic gold jewelry prices have also dropped significantly. The quotes of pure gold jewelry of brands such as Lao Feng Xiang, Chow Tai Fook, Chow Sang Sang, and Lao Miao Gold have collectively fallen to the range of 1,206 - 1,213 yuan per gram, with a single - day decline of about 25 - 30 yuan per gram. (Yicai, Jiemian News)

Samsung Electro - Mechanics Wins 454 Billion KRW AI Server Capacitor Contract from U.S. Customer

Samsung Electro - Mechanics announced on June 30 that it has signed a contract worth 454 billion South Korean won (approximately $293 million) with a U.S. customer to supply multilayer ceramic capacitors (MLCCs) for its artificial intelligence (AI) servers. Samsung Electro - Mechanics said that the contract is valid from January to December 2027. The company did not disclose the identity of the customer citing a confidentiality agreement. However, industry insiders believe that the customer is a large U.S. cloud service provider (CSP). (Sina Finance)

SK Hynix Plans to Order Semiconductor Testing Equipment Worth 400 Billion Won

It is reported that SK Hynix is discussing the supply of semiconductor testing equipment needed for its P&T7 factory in Cheongju with semiconductor equipment manufacturers. Each equipment company is verbally coordinating the number of equipment that can be delivered next year. The equipment industry expects that the factory will order about 200 pieces of equipment, including HBM4 testers. Calculated at a price of 1.5 billion to 2 billion won per unit, the total price could reach up to 400 billion won. (Caixin)

Global central banks collectively reduce their US dollar holdings for the first time

On June 30, according to overseas financial news, a survey released on Tuesday by the Official Monetary and Financial Institutions Forum (OMFIF) showed that for the first time, the number of central banks planning to reduce their US dollar reserves over the next decade has exceeded those planning to increase them, marking a structural shift in the allocation of the US dollar. The survey covered 90 central banks and public funds managing around $1 trillion in assets. The survey noted that driven by the uncertainty of US policies and rising geopolitical risks, 79% of central banks and 60% of public funds believe that the global monetary system is evolving towards a multi-polar one. Despite a 3% rise in the US dollar this year, the demand for non-top-eight currencies such as the Norwegian krone, New Zealand dollar and British pound has increased. The Chinese yuan is widely regarded as an important diversification tool, though it is subject to structural constraints. (Financial News)

Tencent Cloud Announces the Retirement Arrangement of Cloud Mate Product

36Kr learned that on June 30th, Tencent Cloud announced that due to product business adjustments and after careful evaluation, Cloud Mate will cease service starting from 23:59:59 on August 31st, 2027. After the service stops, the Cloud Mate console and related functions will no longer be viewable or usable. The arrangements for data retention, export, and recovery will be carried out in accordance with this announcement and relevant Tencent Cloud rules.

The three major U.S. stock indexes closed higher collectively, and most large technology stocks rose

36Kr learned that at the close on June 30, the three major U.S. stock indexes rose collectively. The Nasdaq rose 1.52%, the Dow Jones Industrial Average rose 0.26%, and the S&P 500 Index rose 0.79%. Most large technology stocks rose. Intel rose more than 6%, SpaceX rose more than 4%, Apple, NVIDIA, and Tesla rose more than 2%, Microsoft and Google rose more than 1%, and Meta rose slightly. Netflix fell more than 3%, and Amazon fell slightly. Popular Chinese concept stocks had mixed performances. XPeng Group rose more than 3%, iQiyi and NIO rose more than 2%, Baidu and Bilibili rose more than 1%. Futu Holdings fell more than 3%, Tiger Brokers fell more than 2%, and Li Auto and Tencent Music fell more than 1%.

Going Public

SK Hynix Launches U.S. IPO

On June 30, SK Hynix submitted an F-1 prospectus to the U.S. Securities and Exchange Commission (SEC), officially initiating the U.S. Initial Public Offering (IPO) process. It plans to issue American Depositary Shares (ADS) and apply for listing on the Nasdaq Global Select Market under the ticker symbol "SKHY". According to the prospectus, each ADS corresponds to a certain proportion of SK Hynix common shares. Core terms such as the issuance scale, issue price, and the proportion of shares corresponding to ADS have not been disclosed and will be determined based on the stock price in the South Korean market and market conditions. After the completion of this issuance, SK Hynix will maintain its listing on the South Korean KOSPI while achieving a listing in the United States. (Jiemian News)

Zhongdao Optoelectronics' IPO Application on the Science and Technology Innovation Board Accepted

Recently, the official website of the Shanghai Stock Exchange showed that the review status of Zhongdao Optoelectronics' IPO on the Science and Technology Innovation Board has been updated to "accepted". In this IPO, Zhongdao Optoelectronics plans to raise 1.8 billion yuan. Among them, 1.08 billion yuan will be invested in the new project of the Wuhan Production and R & D Center (Phase I), 350 million yuan will be used for the expansion of the Zhaoqing Production and R & D Center, and the remaining 370 million yuan will be used to supplement the company's working capital. After the projects are implemented, the company will expand the production capacity of Micro - LED testing equipment, 3D packaging measurement equipment, and pattern - free wafer defect detection equipment, and continuously expand the categories of semiconductor testing products. (Science and Technology Innovation Board Daily)

Bitcoin mining company lonic Digital files for direct listing on NASDAQ

Bitcoin mining company lonic Digital, formed through the asset restructuring of Celsius Mining, submitted an application on Monday to register its shares with the U.S. Securities and Exchange Commission (SEC) for a direct listing on NASDAQ. (Caixin Press)

Investment and financing

“Yaosu Technology” Completes Nearly 200 Million Yuan in Series A+ Round of Financing

36Kr learned that recently, “Yaosu Technology” announced the completion of a nearly 200 million yuan Series A+ round of financing. This round of financing was jointly participated in by Guofang Venture Capital, Qingsong Capital, GF Xinde, Orient Fortune Capital, and Yunbai Capital. The old shareholder, Yayi Capital, continued to increase its support. This round of financing will be mainly used to continuously promote the construction of the company's “3DBioIntelligence” platform, including further improvement of vertical AI models and biological mechanism analysis capabilities, implementation of a high-throughput automated experimental system, continuous accumulation of multi-modal biological data, and acceleration of the construction of virtual cells and biological world models, comprehensively promoting the formation of a humanized data infrastructure for the new generation of drug R & D.

SpinQ Completes Series D Financing of 1 Billion Yuan

36Kr learned that SpinQ, a domestic quantum computing company, announced the completion of a Series D financing of 1 billion yuan. The cumulative financing amount in half a year reached 2 billion yuan. New investors in this round include CICC Capital, Shanghai Semiconductor Industry Investment, AVIC Honghua, Shanghai Electrical Science, Guozhong Capital, etc. Old shareholders such as Toukong Donghai, Jingkai Capital, Qingdao Hanrui, and Hainan Fengkaixiang continued to increase their investment. Senior industrial investors Lü Dalong and Lan Kun also participated in this round of investment. The financing funds will be used for the full - chain R & D of fault - tolerant general - purpose quantum computers, the iteration of core processes, and the expansion of the global industrial ecosystem.

Cool Products

Ubtech Unveils Pricing for Full-Size Hyper-Bionic Robot

On June 30, Ubtech launched its full-size hyper-bionic humanoid robot U1, which has 88 degrees of freedom throughout its body. The price of the U1 Pro is 169,800 yuan. The prices of the male and female versions of the U1 Ultra are 990,000 yuan and 880,000 yuan respectively. The price of the lightweight half-body U1 Lite is 119,800 yuan. (Yicai Global)

Compiled | Wang Yixuan