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International Maritime Organization (IMO) urged parties not to recognize Iran's sovereignty claims over the Strait of Hormuz.
2026-07-10
International Maritime Organization (IMO) urged parties not to recognize Iran's sovereignty claims over the Strait of Hormuz.
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2026-07-10
A State Council executive meeting chaired by Premier Li Qiang heard a report on digital China construction and called for a systematic push to accelerate build-out of next‑generation telecom networks and national computing‑power networks to enable ec
A State Council executive meeting chaired by Premier Li Qiang heard a report on digital China construction and called for a systematic push to accelerate build-out of next‑generation telecom networks and national computing‑power networks to enable economic and social development. The meeting asked for stepped-up frontier technology R&D and improved assessment and prevention/control of emerging security risks.
2026-07-10
Huatai Securities research: the recent deep selloff in A‑share nonferrous metals leaders primarily reflect valuation compression, not earnings damage. As of July 6, iFind consensus 2026E EPS for related companies has been revised up over the past ~18
Huatai Securities research: the recent deep selloff in A‑share nonferrous metals leaders primarily reflect valuation compression, not earnings damage. As of July 6, iFind consensus 2026E EPS for related companies has been revised up over the past ~180 days, indicating intact earnings outlooks. As of July 3, China Securities gold, aluminum and copper subindex PE‑TTM sit at the 11.7%/5.1%/42.1% percentiles since 2020; relative to All‑A PE‑TTM they are at the 0.2%/0.0%/0.1% percentiles. With easing US‑Iran tensions and marginally firmer risk appetite, Huatai says commodity fundamentals remain strong while valuations are at historic lows; downside for A‑share metals leaders may be limited and upside optionality notable — a high‑reward trade window relative to offshore pricing.
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