Sugon hit the daily limit-up in late trading; turnover exceeded CNY 12.3 bln.

Westpac expects the RBNZ to begin raising the OCR in September but to deliver only one further hike through year‑end. It cites an early resolution of the Iran conflict as weakening the inflation outlook and bringing forward the recovery, reducing the need for aggressive tightening. Westpac now forecasts an OCR peak of 4.00% at end‑2027, easing to a neutral 3.75% by end‑2028; it had previously forecast a 4.25% peak. The bank says this implies one fewer hike than its most recent forecast but one more than its pre‑conflict projection.

A股培育鑽石板塊異動拉昇，恆林股份此前漲停，國機精工漲停，英諾激光、沃爾德漲超7%，楚江新材漲超3%。