巴西劳工部：数据显示，5月正规就业岗位净增7.296万个（市场预期为增加11.5万个）。

BYD sold 403,500 NEVs in June, up 5.46% YoY. Geely sold 240,800 vehicles in June, up 2% YoY. Leapmotor delivered 93,376 vehicles globally in June, up 95% YoY; H1 cumulative deliveries 356,487. Hongmeng Zhixing delivered 50,624 units in June, up 9.7% MoM. NIO delivered 40,597 vehicles in June, up 62.9% YoY. XPeng delivered 40,126 vehicles in June and 103,295 in Q2. IM Motors delivered 40,087 vehicles in 1H 2026, up 58% YoY. Zeekr delivered 35,169 vehicles in June, up 111% YoY. Deep Blue Auto sold 33,625 vehicles in June, up 12.5% YoY (global). Li Auto delivered 30,895 vehicles in June; cumulative deliveries reached 1,733,687 as of June 30, 2026. Xiaomi Auto continued to deliver above 30,000 vehicles in June. AITO delivered 30,199 vehicles in June; H1 cumulative deliveries rose 10.2% YoY. Arcfox sold 25,646 vehicles in June, up 219.3% YoY. Volkswagen Anhui delivered 2,423 vehicles in June, up 120% YoY.

Regulators circulated an internal notice to securities firms identifying four nascent problems in recent branch setups: insufficient necessity, unclear business‑scope delineation, separation of registered address from operating office, and weak implementation of centralized management. The notice sets explicit rules for branch establishment, filing and centralized management and orders three corrective actions: fully assess necessity and establish branches lawfully and orderly; enforce centralized, unified management, operations and controls; and clearly define business scopes to prevent intra‑industry competition and conflicts of interest.