JEFFERIES said once South32 completes the sale of its aluminium-related assets to Alcoa, excluding the idle Mozal smelter, the company is likely to accelerate capital-management measures. These could include larger share buybacks and JEFFERIES does not rule out a more aggressive external M&A expansion strategy.

韩国6月出口年率 70.9%，预期61%，前值由53.20%修正为53.40%。

Journalists asked the Ministry of Finance about media reports that the World Bank intends to cut sovereign lending to China under the new World Bank–China Country Partnership Framework to no more than $2bn for 2026–31 and to cease sovereign loans thereafter. The ministry said China and the World Bank have had productive cooperation for more than 40 years and that the gradual decline in World Bank lending to China reflects China’s stronger national capacity, changes in domestic demand and a transformation in bilateral cooperation—consistent with international practice. The ministry added China will continue cooperating with the World Bank on global challenges, place greater emphasis on knowledge cooperation, support domestic high‑quality development and assist other developing countries.