Major events reminder for next week: China's June PMI, US Nonfarm Payrolls, Waller attends the European Central Bank Forum, and “July price surge” in the semiconductor industry.

Glonghui June 28 — The US June nonfarm payrolls report and China's June official PMI data will be released; the European Central Bank's annual forum will bring together global central bank leaders such as Waller and Lagarde, with frequent monetary policy signals. Samsung plans to announce a historic KRW 10 trillion domestic investment plan. AI demand is driving a global semiconductor price surge that will fully erupt in July, with more than ten companies including Murata and Infineon raising prices collectively.June 29 (Monday): The European Central Bank Central Banking Forum opens in Portugal; Overnight reverse repo “debut”: The central bank will expand the variety of overnight reverse repo operations in open market operations; Samsung plans to announce an advanced industry investment plan exceeding KRW 10 trillion; The 2026 Beijing Space Computing Power Conference will be held from June 29 to 30.June 30 (Tuesday): 09:30 China’s June official Manufacturing PMI; Tesla will shift FSD from buyout to subscription model, and the buyout version will be removed from Hong Kong, Macau, and Taiwan after June 30; NetEase will convert to dual primary listing on the Hong Kong Stock Exchange from June 30; The 2026 China Intelligent Computing Industry Ecosystem Development Annual Conference will focus on the construction of GW-level Token factories.July 1 (Wednesday): 08:00 South Korea June exports year-on-year; 09:45 China June RatingDog Manufacturing PMI; 16:00 Eurozone June Manufacturing PMI final; 20:15 US June ADP employment change; 21:30 Fed Chair Waller to speak at the European Central Bank Forum; governors of the eurozone, UK, Canada, and other central banks to give public remarks; 22:00 US June ISM Manufacturing Index. Storage product costs are rising, Hikvision hard drives may see price adjustment; Efort: all series of spraying robot products to increase 5%-8%; Leading CCL companies such as Kingboard foresee a 10%-15% price increase; Nippon Sanso announced ammonia product price hikes of over 30%; IC design leader MediaTek expects price increases in July; Panasonic to raise SP-Cap capacitor prices by 5%-30% in July; Huada Semiconductor MCU products to see moderate price hikes; Leon Microelectronics, Jihai Semiconductor to increase prices; Youtai Semiconductor to adjust all product series prices by 15% to 30%; Yangjie Technology to increase full product line prices by 10%-15%; Murata: AI server and high-end automotive grade MLCC to rise 10%-40%; Texas Instruments and Infineon to raise prices again; Munich Shanghai Electronics Exhibition; Davos Tech Summit 2026 opens.July 2 (Thursday): 20:30 US June unemployment rate; 20:30 US weekly initial jobless claims for the week ending June 27; 20:30 US June nonfarm payrolls change; Shanghai International Embodied Intelligence Industry Expo opens.July 3 (Friday): The domestic refined oil price adjustment window will open for a new round.July 4 (Saturday): Trump: Will deliver a keynote speech on July 4.July 5 (Sunday): OPEC+ meeting.