A股玻璃基板概念股盘初下挫，彩虹股份跌超5%，帝尔激光、雷曼光电、京东方A、沃格光电纷纷下挫。

Hardeep Singh Puri, India’s minister of petroleum and natural gas, said India is expanding domestic crude exploration and is tendering roughly 250,000 sq km of previously unexplored acreage to boost local supply and reduce import dependence, AFP reported on the 5th. Puri said recent transit constraints through the Strait of Hormuz tightened supplies. India produced 25.98 mln tonnes of crude in FY25 (about 522,000 bpd), down from a 2011 peak above 900,000 bpd, meeting roughly 10% of domestic crude demand. To ease supply pressure, India has broadened its supplier base from 27 to 41 countries, adding Iran and Venezuela and increasing purchases from Russia and several African suppliers.

H1 bond underwriting rankings released. Wind data show CITIC Securities retained the top spot by total underwriting; Guotai Haitong and CSC Financial ranked second and third. The top five brokers accounted for more than half of total underwriting, underscoring rising market concentration. Brokers are targeting expansion in Sci‑tech innovation bonds and industrial bonds to channel financial liquidity into the real economy.