Zurich Insurance CFO: Despite the US government shutdown, we are still operating normally and we hope to receive clear information as soon as possible.

1. According to the China Iron and Steel Association (CISA), in late October 2025, the steel inventory of key steel enterprises was 14.63 million tons, a decrease of 1.95 million tons (11.8%) compared to the previous ten-day period; an increase of 2.26 million tons (18.3%) compared to the beginning of the year; and a decrease of 40,000 tons (0.3%) compared to the same ten-day period of the previous month. 2. According to data released by the Malaysian Palm Oil Association (MPOA), Malaysian palm oil production from October 1st to 31st is estimated to increase by 12.31% to 2.07 million tons, reaching an eight-year high. 3. According to the National Energy Administration, as of the end of September, my country's installed capacity of new energy storage exceeded 100 million kilowatts, ranking first in the world. 4. The main WTI crude oil futures contract closed down 1.52% at $59.64 per barrel; the main Brent crude oil futures contract fell 1.4% to $63.54 per barrel. 5. According to Mysteel, most of the blast furnaces in Tangshan that underwent maintenance at the end of October resumed production on November 1st. Starting at 6 PM on November 3rd, the city activated a Level II emergency response for heavy air pollution, with many areas implementing a 30% production cut in sintering. 6. The Association of Natural Rubber Producing Countries (ANRPC) monthly report shows that in September 2025, natural rubber prices fluctuated and were under pressure due to improved production and persistently weak demand. Global natural rubber production in 2025 is projected to increase moderately by 1.3% compared to 2024. 7. According to Longzhong Information, as of November 5th, 2025, China's total methanol port inventory was 1.5171 million tons, an increase of 10,600 tons from the previous period.

Arm (ARM.O) reported revenue of $1.14 billion for Q2 of fiscal year 2026, compared to $844 million in the same period last year and market expectations of $1.062 billion.