Hualing Cable: Its subsidiary, Sanzhu Technology, is developing liquid-cooled motor connectors, which will indirectly support Nvidia's supply chain.
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Liquid-cooled server concept stocks fluctuated and rose sharply, with Feilong Co., Ltd. hitting the daily limit.
Mars Finance reports that the liquid-cooled server concept stocks experienced a volatile surge, with Feilong Shares hitting the daily limit, Shenling Environment rising over 10%, and Tenglong Shares, Qiangrui Technology, Chuanhuan Technology, Southern Pump Industry, and Yingweike following suit. On the news front, a research report from CITIC Securities stated that the liquid cooling industry is transitioning from a theme-driven expectation phase to a stage of order and performance realization. The OEM supply chain has significant short-term performance elasticity; the mass production of GB200/GB300 has led to capacity shortages for Taiwanese and international leaders, with mainland companies securing spillover orders through precision machining and assembly. (Cailian Press)
Zhang Yuhang, Beijing Municipal Bureau of Economy and Information Technology: Developing the word-based economy and exploring business models such as quantity-based pricing, performance-based payment, and subscription-based hosting.
According to Mars Finance, Zhang Yuhang, a second-level inspector of the Beijing Municipal Bureau of Economy and Information Technology, stated on July 8th that the next step will be to create a new form of intelligent economy. This includes developing a word-based economy, building word-based factories, and exploring business models such as quantity-based pricing, performance-based payment, and subscription-based hosting; accelerating research and development of key technologies for embodied intelligence and robot products, and improving the systematic evaluation capabilities of robots; supporting the innovative development of intelligent terminals such as smartphones, smart computers, smart glasses, and smart homes, and improving the pilot-scale testing service system. (Beike Finance)
Liquid-cooled server concept stocks performed strongly, with Dayuan Pump Industry hitting the daily limit.
According to Mars Finance, liquid-cooled server concept stocks are performing strongly, with Dayuan Pump Industry hitting the daily limit, Feilong Shares nearing the limit, and Binglun Environment, Tongfei Shares, Tenglong Shares, and Yingweike following suit. On the news front, a research report from Everbright Securities believes that the rapid increase in computing power from AI, HPC, and hyperscale data centers is leading to a continuous increase in the heat density of data centers. Traditional air-cooling solutions are gradually becoming insufficient to meet the demands of high-power-density scenarios, and liquid cooling is becoming an essential solution for efficient heat dissipation. (Cailian Press)
Rilian Technology: The subscription of newly issued shares of QES Group Berhad by its wholly-owned subsidiary will not result in control of the company, and will not have a significant impact on the company's operating performance.
Mars Finance reported on July 5th that Rilian Technology issued a statement and risk warning regarding media reports. On July 5th, 2026, media outlets reported that a wholly-owned subsidiary of the company planned to use its own funds of RMB 73.2885 million to subscribe for 10% of the shares in a private placement of QES Group Berhad. This transaction involves the acquisition of a minority stake in the target company. After the transaction, the company will hold 9.1% of the target company's shares, which will not constitute control over the target company and will not have a significant impact on the company's operating performance. According to the Securities Times, QES Group is a main board listed company on the Malaysian Stock Exchange, primarily engaged in the manufacturing, sales, and related overall solution services of semiconductor and wafer inspection, testing, measurement, analysis, and automation equipment. Its main products include optical inspection systems (OIS), automated processing systems (AHS), and advanced metrology systems (AMS), with applications including wafer and device inspection, 2D and 3D vision inspection, and wafer surface and thickness measurement. Currently, QES Group's business network covers Southeast Asian countries, as well as China and the United States, and it has established a relatively stable customer base in the semiconductor, wafer, electronics, automotive, metal, scientific research, and other industrial inspection fields. (Wide-angle observation)
Baidu's affiliated funds and others have invested in Mifeng Technology, a subsidiary of Zhiyuan Robotics.
According to Mars Finance, Tianyancha App shows that Shanghai Mifeng Embodied Intelligent Technology Co., Ltd. recently underwent industrial and commercial registration changes, adding Baidu's Sanya Baichuan Zhixin Private Equity Investment Fund Partnership (Limited Partnership), Shanghai Yunfeng Yaochi Investment Center (Limited Partnership), and Junpu Intelligent as shareholders. Simultaneously, its registered capital increased from 5 million RMB to approximately 5.288 million RMB. Established in February 2026, the company's legal representative is Yao Maoqing. Its business scope includes the research and development of intelligent robots; technical services, technical development, technical consulting, technical exchange, technology transfer, and technology promotion; artificial intelligence application software development; electronic product sales; and data processing and storage support services. Currently, it is jointly owned by Zhiyuan Innovation (Shanghai) Technology Co., Ltd., Shanghai Fenghe Ruili Technology Partnership (Limited Partnership), and the aforementioned new shareholders. Public information shows that Mifeng Technology is an embodied intelligent data platform company incubated by Zhiyuan Robotics, focusing on embodied intelligent data services.
BNB Chain Releases 2026 Second Half Technology Roadmap: BSC Throughput Target to Double
Odaily Odaily reports that BNB Chain has released its technology roadmap for the second half of 2026, announcing that it will continue to optimize speed, throughput, and protocol stability, and plans to double the throughput of the BSC mainnet again, while developing a new generation of Layer 1 architecture for the next decade. BNB Chain stated that in the first half of 2026, BSC completed several performance upgrades, including reducing the block interval from 750 milliseconds to 450 milliseconds, decreasing the memory finality time from 1125 milliseconds to 650 milliseconds, and increasing the baseline throughput from approximately 2800 TPS to approximately 5200 TPS. At the middleware level, BNB Chain also advanced the construction of AI agents and payment infrastructure, including launching BNB Agent Studio and BNB Agent SDK to support the deployment of self-governed on-chain AI agents; it also continued to improve the Middleware Payment Protocol (MPP) SDK and explored institutional-grade privacy frameworks. For the second half of 2026, BNB Chain has proposed three core objectives: Double the throughput: Through BEP-675, BAL integration and EVM execution optimization, the BSC mainnet performance is further improved, with the long-term goal of achieving a 10x performance increase for the entire BNB Chain; Reduce the impact of network congestion: Improve stability during peak periods through resource isolation, dedicated transaction channels, and a transaction inclusion mechanism based on the FOCIL concept; Lowering the barrier to entry: Optimizing gas fee structures for different industries to reduce the cost for enterprises to enter Web2 and Web3 application scenarios.