宜安科技7月6日在互动平台表示，目前台铃的订单已开始向客户批量交付。

根据最新美欧贸易协议，欧盟承诺未来三年采购7500亿美元美国能源产品，其中液化天然气（LNG）将占大部分。然而，由于亚洲天然气价格更高，美国出口商更愿意将LNG销往亚洲，导致欧洲6月采购美国LNG降至两年来最低。此外，受去年冬季库存消耗、中东局势及供应扰动影响，欧盟天然气库存处于近15年来同期低位，今冬能源供应压力依然突出。随着2027年俄LNG进口禁令生效，美国未来或将占欧盟LNG进口的80%。与此同时，欧盟又限制北海、北极等油气资源开发，本土增产空间有限，使能源供应更加依赖进口。欧盟虽然通过制裁俄罗斯试图降低对俄能源依赖，却可能逐步转向依赖美国。

Guotai Haitong said international oil prices have fallen and domestic fuel prices are set to be reduced month-by-month. The broker notes school summer breaks are slightly later in 2026, presales have accelerated since late June, hotel and rail bookings are up YoY while air ticket presales lag 2025 amid higher fares, and parent-child travel has remained strong over the past three years and is viewed as inelastic. It expects student-driven passenger traffic to rise from early July, pushing air fares back into positive territory; higher flight completion rates versus Q2, together with peak-season supply-demand support and reduced destructive price competition, should materially improve airline operating performance.