As of July 3, Shanghai Stock Exchange margin balance stood at CNY1,501.76 bln, down CNY13.20 bln from the prior session; Shenzhen Stock Exchange margin balance was CNY1,469.71 bln, down CNY6.47 bln. Combined margin balance CNY2,971.47 bln, down CNY19.67 bln.

China Merchants Energy Shipping said on July 5 it expects 2026 1H net profit attributable to parent of 6.6–7.3 bln yuan, a rise of 214%–248% YoY. The company cited a super‑cyclical international tanker market driven by supply‑demand shifts and geopolitical factors, with spot rates on some routes reaching record highs. International dry bulk benefited from continued supply‑demand improvement and a steady recovery in the BDI. Tanker operations extended strong Q1 performance and, after overcoming a post‑strait‑closure oversupply phase in Q2, are estimated to have increased profit contribution by about 50% q/q. Dry‑bulk profit contribution rose roughly 170% q/q in Q2. Container and ro‑ro fleets are showing steady recovery trends.

Israeli Channel 14, citing sources, reported the Israeli military carried out two operations that struck two Hezbollah members it said posed a threat to its forces in southern Lebanon.