据伊朗伊斯兰共和国通讯社（IRNA）：伊朗和阿曼海关负责人提议成立联合委员会以落实海关协议。

CITIC Securities says after large net outflows earlier this year, China bank A-shares now yield an average static dividend of about 4.3%, with some large caps above 5% and an average static PB of 0.60x. Looking to 2026-27, the sector is entering the tail of its risk cycle; the first derivative of ROE has improved and the firm expects industry ROE to stabilize around 8–9% in 2026–27, supporting valuation gains. H2 could see a "high-certainty equity asset" rerating with significant absolute upside. Stock selection favors banks with strong commercial models, improving ROE prospects, low-valuation large banks set for multiple recovery, names entering stable growth, and high-quality, defensive franchises.

1. 我国牵头制定的联合国自动驾驶系统全球技术法规获批发布。 2. 国家能源局：“十五五”时期全国电网固定资产投资将达5万亿元以上。 3. 上海牵头编制的2项5G车联网行业标准获批发布。 4. 零跑发布首款MPV车型D99。 5. 高盛：重申小米集团买入评级。 6. 何小鹏：今年底自动驾驶可合法进入全球。 7. 蔚来汽车：蔚来ES9完成第10,000台新车交付。 8. 蔚来李斌：2030年新能源汽车渗透率将超90%。 9. 小鹏机器人调整：新设九部门，何小鹏兼任产品部负责人。 10. 曹操出行与K2集团、May Mobility达成战略合作，加速Robotaxi海外落地。