China National Building Material Group (CNBM) said three world-class high-performance carbon-fiber production lines were commissioned at Zhongfu Shenying’s Lianyungang base, covering standard, high‑strength and high‑modulus grades and adding domestic production capacity across the three main carbon-fiber segments.

Tasnim News reported Iran's Islamic Revolutionary Guard Corps navy and Aerospace Force launched joint missile and drone operations in Kuwait and Bahrain in response to recent U.S. strikes.

CSC Financial says Q3 market direction will be driven by: fundamentals — AI compute demand remains highly cyclical; company earnings and overseas results are key, and policy actions from the July Politburo meeting matter given macro pressure since April. Liquidity — external shocks have risen while domestic liquidity is neutral. Risk appetite — geopolitical events and major tech listings can produce short-term volatility; monitor compute trends in Japan, Korea and the US due to global tech linkage. Sector view — AI compute’s bull case intact but volatility has increased; advise against chasing rallies, accumulate on dips. Lithium batteries should enter seasonal strength, energy storage demand is warming, and renewables may see valuation repair. Dividend plays look poised for oversold rebounds. Focus: banks, coal, utilities, AI, optical modules, storage, chips, industrial metals, lithium battery materials (VC).