At its Q3 2026 results briefing Chaoying Electronics said revenue growth was primarily driven by sustained increases in PCB orders from AI compute and storage customers and steady core-client demand. Gradual capacity ramp at its Thailand plant has improved its ability to take orders. The company said high-end PCBs for AI compute and storage are a priority; customer qualification and small-volume shipments are underway and could become a material profit driver. Management said it is shifting the

At a Q3 2026 earnings briefing, Wang Li, acting general manager, said Kweichow Moutai is shifting to a consumer‑centred, demand‑driven distribution model and abandoning channel stockpiling via prepayments. Self‑operated channels now reach consumers directly and some social‑channel SKUs are sold on consignment (ownership not transferred), both of which do not generate advance receipts. The company has implemented a dynamic allocation model that assigns product by region and dealer based on sell‑through and inventory, and collects payment only immediately before allocation to preserve channel health. As market‑driven operations deepen, industry prepayment practices no longer reflect end‑consumer demand; advance‑receipt balances should not be treated as a primary supply‑demand indicator.

瑞银最新House View报告指出，布伦特原油上周下跌16.4%，创2020年4月以来最大单周跌幅，主要因为美国与伊朗谈判预期升温，市场开始消化中东供应中断风险下降的可能性。但瑞银认为，油价回落不代表能源供应已恢复正常：全球可见石油库存9月底仅约78亿桶，较2月减少逾5亿桶；霍尔木兹海峡周边航运安全、保险及运输成本仍处高位，10月该区域至少发生30起船舶遇袭事件。因此瑞银建议，投资者尽可能不要单纯押注油价走势，而是应通过能源、黄金、铜及农产品等多元化大宗商品配置，对冲地缘政治风险和通胀压力。