16:33:33   

Shengquan Group confirmed it will raise prices on PPO, PPE, OPE and MPPO oligomer series by 15–20% effective July 13, 2026, citing upstream raw-material cost changes and saying it has begun customer consultations. The company said the impact on full-year 2026 revenue cannot yet be determined.

16:33:04   

英国6月建筑业PMI 38.4，预期40，前值38.2。

16:32:22   

欧元区7月Sentix投资者信心指数 -3.1，预期-10，前值-13.4。

16:30:30   

UK June construction PMI 38.4, vs 40 expected and 38.2 prior.

15:20:48   

China said on July 6 that President Xi Jinping has sent a congratulatory message to U.S. President Trump on the 250th anniversary of U.S. independence.

14:10:23   

航运数据显示，与日本相关的10艘船只正驶出霍尔木兹海峡。

13:07:03   

Hangdian plunged to and remained locked at its daily trading limit at the midday close after the company last week issued a profit-positive forecast projecting an almost 10x rise in net profit. Shares were 44.1 yuan, valuing the company at about 30.5 bln yuan. Company staff told callers production and customer relationships are normal and attributed the price move to market behavior and investor expectations.

13:05:08   

新加坡5月季调后零售销售月率 -2.3%，前值由0.30%修正为0.4%。

13:03:01   

新加坡5月零售销售年率 3%，前值5.40%。

13:01:00   

Singapore May retail sales YoY 3.0%, versus 5.40% prior.

11:50:40   

Allianz (China) Insurance Holdings Co. released the Chinese‑language 2026 Allianz Global Insurance Industry Development Report, showing China remained the world’s second-largest insurance market in 2025, accounting for 10.9% of global premiums. The report projects China will continue to lead the global insurance market and act as a key engine of industry growth.

09:30:13   

China's Shanghai Composite Index opened 15.55 points higher (+0.38%) at 4,059.19; Shenzhen Composite Index opened 80.42 points higher (+0.52%) at 15,677.93; CSI 300 index opened 26.37 points higher (+0.54%) at 4,868.54; ChiNext index opened 30.94 points higher (+0.77%) at 4,050.88; STAR 50 index opened 39.58 points higher (+2.0%) at 2,015.18.

09:30:04   

A股猪肉股高开，ST龙大10CM涨停，天邦食品、巨星农牧、华统股份、温氏股份纷纷高开。

08:22:23   

CITIC Securities says gold prices and gold stocks have been sharply oversold since the US–Iran conflict; gold equities now carry a wide margin of safety on PE and resource-based valuation metrics. It forecasts gold at USD 4,000–4,500/oz in Q3 2026; if market rate‑hike expectations are fully repriced, gold could return to USD 4,500–5,000/oz. The firm expects the gold sector to benefit from a simultaneous recovery in earnings and valuations and recommends broad allocation to the sector.

08:22:14   

澳大利亚S&P/ASX200指数7月6日（周一）开盘下跌9.80点，跌幅0.11%，报8834.60点。

08:20:43   

Australia's S&P/ASX 200 opened down 9.80 points (-0.11%) at 8,834.60 on Monday, July 6.

06:01:02   

WTI原油周一小幅低开0.3%，现报68.54美元/桶。

03:41:27   

Reuters survey: After the July monetary policy meeting, 14 of 26 economists expect the RBNZ to raise rates by a further 25bps before end-September, taking the terminal policy rate to 2.75%.

03:41:24   

路透调查：28位受访经济学家中，有22位预计新西兰联储将于7月8日加息25个基点，使利率达到2.50%。

03:41:20   

Reuters survey: 22 of 28 economists expect the RBNZ to raise the policy rate 25bps to 2.50% on July 8.

03:41:16   

美国总统特朗普：我要向“Freedom 250”、伟大的白宫委员会以及Pyrotecnico公司表示祝贺，感谢你们呈现了我所见过的最壮观的烟花表演——我可是几乎看过所有大型烟花秀。祝贺你们出色完成了这项工作！

03:41:13   

中国地震台网正式测定：07月06日03时23分在新疆喀什地区伽师县（北纬39.45度，东经77.49度）发生3.0级地震，震源深度26千米。

03:40:22   

以色列国防军：今日早些时候，数十名以色列公民试图越过边境进入叙利亚。以军迅速赶赴现场并阻止，被拦截人员已移交警方进一步处理。

02:32:22   

Russia's Defense Ministry said its air defenses intercepted and destroyed 116 Ukrainian drones that flew over multiple Russian regions within a single day.

02:30:58   

A building collapsed in Mumbai, India, on the 5th (local time), killing at least six people.

01:20:50   

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.

01:20:47   

美国高级官员：（特朗普）将在北约峰会期间宣布涉及数十亿美元的计划。

01:20:43   

A U.S. senior official said Trump will announce a plan involving tens of billions of dollars at the NATO summit.

01:20:40   

美国高级官员：特朗普将与乌克兰总统泽连斯基讨论如何结束战争。

01:20:34   

A senior U.S. official said Trump will discuss with Ukrainian President Zelenskiy how to end the war.

00:10:14   

今日重点关注的财经数据与事件：2026年7月6日 周一① 15:00 瑞士6月季调后失业率② 16:30 欧元区7月Sentix投资者信心指数③ 17:00 欧元区5月PPI月率④ 17:00 欧元区5月零售销售月率⑤ 21:45 美国6月标普全球服务业PMI终值⑥ 22:00 美国6月ISM非制造业PMI⑦ 22:00 美国6月全球供应链压力指数⑧ 23:00 美联储理事沃勒等发表讲话

23:01:05   

Kuwait's oil minister stressed the importance of coordination and consultation among oil-producing countries to address shifts in the energy market, Kuwait News Agency reported.

23:00:53   

Al Arabiya reports Israel carried out an airstrike on Nabatieh in southern Lebanon.

21:50:26   

The 2026 China (Nanjing) Embodied Intelligence Robotics Industry Expo will run July 10-12 in Nanjing. Organizers expect 450+ domestic and international exhibitors and 35,000+ professional visitors; the show spans core components (sensors, actuators, AI chips), full systems (humanoid, service and special-purpose robots) and industry solutions, forming a complete technology–product–application ecosystem.

20:42:40   

President Sisi inaugurated Egypt’s national strategic command center in the new administrative capital on the 4th. The facility is equipped with advanced technical infrastructure, secure communications and enhanced intelligence collection and analysis capabilities, and is intended to integrate leadership and operational levels into a unified command-and-control system for faster, more precise response.

20:41:07   

两名伊拉克石油官员表示，伊拉克6月石油出口总量约2450万桶。

19:32:05   

Israeli Prime Minister Netanyahu said reconstruction of Gaza must proceed only after armed groups are disarmed, and Gaza residents must be allowed to choose whether to remain in the Gaza Strip or leave.

19:31:50   

以色列总理内塔尼亚胡：美国总统特朗普并没有要求以色列停止对真主党隧道的行动。

19:30:19   

Israeli Prime Minister Netanyahu said US President Trump did not ask Israel to halt operations targeting Hezbollah tunnels.

18:21:37   

OPEC+ to raise August oil production quotas by 188,000 bpd, the statement said.

18:21:28   

OPEC+: Saudi Arabia, Russia, Iraq, Kuwait, Kazakhstan, Algeria and Oman adjusted production and reiterated commitment to market stability.

18:21:25   

欧佩克+：将于2026年8月2日举行下次会议。

18:21:21   

OPEC+ schedules its next meeting for Aug. 2, 2026.

18:20:20   

欧佩克+：七个成员国决定实施每日18.8万桶的产量调整。

17:10:51   

UK Maritime Trade Operations said it received a report of an incident 30 nm southwest of Hodeidah, Yemen. A merchant vessel activated a distress alert reporting it was under attack by unknown armed assailants.

16:00:57   

On the 5th (local time) the public farewell and mourning for the late Supreme Leader Khamenei entered its second day in Tehran. Around 0800 local time thousands gathered at the Imam Khomeini Mosque for funeral prayers for Khamenei and four of his slain relatives. Government and military officials and some foreign delegations attended; IRGC commander Vahidi was present.

14:50:43   

A public farewell ceremony for Iran's late Supreme Leader Khamenei began at dawn on July 4 local time, with large crowds gathering at Tehran's Imam Khomeini Mosque. Some attendees arrived as early as 4 a.m.; one mourner said it felt like losing a father.

13:43:44   

非农骤冷浇灭加息幻想，但别急着狂欢，更大的危险还在后头！当两个定价锚同时在抢方向盘，定价逻辑已发生变化，点击解锁7月主线切换的生存法则！

13:40:57   

Online platform data show China's 2026 summer movie season total box office, including presales, has exceeded 2 bln yuan to date.

12:30:42   

Uber has paused most of its planned food-delivery expansion across Europe, dropping launches in five of seven target countries including Austria, Norway and Greece, as it continues to pursue an acquisition of Berlin-based Delivery Hero. The adjustment comes five months after Uber announced the push — at the time targeting entry into markets such as the Czech Republic and Romania and about US$1bn in added gross bookings over three years. Delivery Hero rejected Uber’s €10bn takeover offer in May.

11:20:30   

On the morning of the 5th local time, at the invitation of the Vietnam Navy, a People's Liberation Army Navy task force including the frigate Qi Jiguang and the amphibious ship Kunlunshan arrived in Ho Chi Minh City for a port visit. In recent years the two navies have expanded ship exchanges and joint patrols.

11:20:26   

根据年度军事合作计划，中国和俄罗斯两国军队将在中国青岛及附近海空域举行“海上联合-2026”联合演习。俄方参演舰艇编队5日抵达青岛某军港，双方参演兵力集结完毕。

10:10:08   

Chinese and Russian navies will conduct 'Maritime Joint-2026' sea-and-air exercises off Qingdao in July 2026. After the drills, elements will deploy to Pacific waters for a joint maritime patrol. The operations form part of the two militaries' annual cooperation plan.

09:00:56   

Air China, China Eastern, China Southern and other carriers said fuel surcharges on domestic tickets sold from July 5, 2026 (inclusive) will be reduced: segments up to 800 km will carry a 50 yuan fuel surcharge per segment (down 30 yuan); segments over 800 km will carry a 100 yuan fuel surcharge per segment (down 50 yuan).

05:32:19   

Kremlin says Putin held a US-initiated phone call with President Trump lasting 1 hr 25 min; Putin congratulated Trump and the American people on the US Independence Day, marking the 250th anniversary.

05:32:08   

克里姆林宫：在普京与特朗普的通话中，双方谈及乌克兰问题。

05:31:57   

Kremlin says Putin and Trump discussed Ukraine during their call.

05:30:57   

据黎巴嫩国家通讯社：过去数小时内，以色列袭击了黎巴嫩南部的曼苏里与塔卢萨两地。

04:21:03   

美国副总统万斯：英国历届领导人未能履职，期待下任首相带来变革美国副总统万斯表示，英国“长期以来一直被其领导层辜负”，希望该国下一任首相能在经历多年政治动荡后，实现选民所期待的结构性变革。“我看到的是过去几年里换了六位首相，”万斯称，“这向我传达的信息是，英国政治出了大问题，人们迫切呼唤重大的结构性变革。我希望安迪·伯纳姆——或者如果不是他，那就是其他人——能够实现这一变革。”他补充称，无论谁担任首相，都必须找到让英国重回正轨的方法。

03:10:33   

Ukrainian President ZELENSKIY spoke with US President Trump on Saturday and congratulated him on the 250th anniversary of the United States' founding, sources said.

03:10:28   

埃及外交部长呼吁要维持好推进的态势，切实将美伊谅解备忘录的各项条款落到实处。

02:00:44   

Israel's Channel 15, citing sources, reported that US President Trump has urged against escalation in Lebanon to avoid hindering his communications with Iran.

00:50:16   

India's government said on Saturday it has revoked restrictions on natural gas suppliers after LNG supplies from the Middle East resumed. In March, following a disruption to LNG transport through the Strait of Hormuz, New Delhi ordered emergency measures to divert gas from non-priority users to critical consumers.

00:50:12   

据塔斯社：克里姆林宫发言人佩斯科夫表示，乌克兰总统泽连斯基只要准备好做出重要且负责任的决定，就可以随时来莫斯科与俄罗斯总统普京会晤。

00:50:09   

据俄罗斯卫星通讯社：俄罗斯准备开展人道主义行动，在康斯坦丁诺夫卡移交乌克兰武装部队阵亡军人的遗体。

00:50:04   

特朗普与内塔尼亚胡或最早于下周举行会晤。

23:40:26   

July 4, 2026 — China foreign minister met Sweden’s foreign minister in Stockholm. Beijing said bilateral ties, which were strained in recent years, have warmed since the Swedish minister’s visit last year and signalled a push to improve mutual trust, expand pragmatic cooperation and focus on a positive agenda. China urged Sweden to continue upholding the One China principle to consolidate the political basis for the relationship.

21:20:59   

Tesla will cap employee spending on AI tools at $200 per week from July 6; any excess requires manager approval. Spending on Musk-owned XAI’s Grok is exempt from the cap. Grok has low uptake among Tesla staff; most continue to use ANTHROPIC’s Claude. Several other US tech firms have implemented similar AI spending controls.

21:20:46   

乌克兰能源公司DTEK：俄罗斯在乌克兰东部袭击了一家煤矿企业，造成一名矿工死亡，五名矿工受伤。

21:20:28   

DTEK said Russian forces struck a coal mine in eastern Ukraine, killing one miner and injuring five.

20:11:06   

埃及相关部长透露，埃及预计将在未来几天内收到欧盟援助方案项下的15亿欧元资金。

19:02:57   

Iran is holding public farewell and mourning ceremonies for the late Supreme Leader Khamenei in Tehran from July 4 to July 6; attendance is expected at 15-20 million.

19:00:53   

德国总理默茨与乌克兰总统泽连斯基通电话，讨论俄罗斯对基辅及乌克兰其他地区的空袭。

16:41:17   

State Post Bureau data released July 4 show that as of June 30 cumulative express deliveries in China this year exceeded 100 bln items, hitting the milestone 9 days earlier than in 2025. The postal and courier sector's resilience reflects steady consumer demand and continued moderate economic growth.

16:41:12   

据沙特媒体哈达斯：伊拉克总统表示，将武器控制在国家手中是新政府面临的最重要议题。

16:41:07   

Iraq's president told Saudi outlet Hadas that ensuring weapons are controlled by the state is the new government's most important issue.

16:41:03   

据伊朗塔斯尼姆通讯社：黎巴嫩消息人士称，以色列在萨迪金市附近进行了一次无人机袭击。

16:40:59   

TASNIM NEWS, citing Lebanese sources, said Israel carried out a drone strike near Sadikin.

16:40:55   

军方称，叛乱分子在马里五个地点发动袭击。

16:40:51   

Military says rebels launched attacks at five locations in Mali.

15:34:25   

On the 4th (local time), Iran's deputy foreign minister warned other countries against military action in the Strait of Hormuz, saying the waterway is not a stage for foreign powers to display force. He said security should be jointly maintained by coastal states and that any party creating a crisis would bear the consequences of its actions.

15:33:57   

乌克兰总参谋部否认俄罗斯军队占领东乌克兰的科斯季安丁夫卡。

15:33:25   

Ukraine General Staff denies Russian forces have captured Kostyantynivka in eastern Ukraine.

15:33:14   

俄罗斯称圣彼得堡石油码头遭无人机袭击。

15:33:05   

Russia said a St. Petersburg oil terminal was hit in a drone attack.

15:32:55   

据日本共同社：日本防卫大臣、外务大臣将出席下周的北约峰会活动。

15:32:46   

KYODO reports Japan's defense and foreign ministers will attend next week's NATO summit.

15:32:16   

据以色列第12频道：预计和平委员会可能会宣布哈马斯违反停火协议。

15:30:48   

Israel's Channel 12 reports the ceasefire committee is likely to announce that Hamas violated the ceasefire agreement.

14:22:01   

日本经济产业大臣赤泽亮正：准备协助海外芯片制造商在日本投资。

14:20:51   

Japan's Economy, Trade and Industry Minister Akazawa said he is prepared to assist overseas semiconductor manufacturers investing in Japan.

13:10:09   

The Chinese Academy of Sciences' preprint platform ChinaXiv shows Huawei semiconductor head He Tingbo released version 2 of "Time Miniaturization Theory" on July 3. Compared with the May 25 V1, the V2 paper adds extensive engineering implementation details, measured quantitative data and a product-evolution roadmap, further developing a post‑Moore-era scaling framework centered on the time constant τ.

09:40:55   

CGN's Guangdong Taipingling nuclear power Unit 2 — the Greater Bay Area's first Hualong One project — synchronized to the grid today and dispatched its first kWh, marking the unit's capability to supply power. The unit will undergo further performance verification and is scheduled for commercial operation in H2 2026.

09:40:48   

国家统计局：2026年6月下旬与6月中旬相比，13种产品价格上涨，34种下降，3种持平。

09:40:41   

National Bureau of Statistics: In late June 2026 versus mid-June, prices for 13 products rose, 34 fell and 3 were unchanged.

05:00:35   

欧盟委员会主席冯德莱恩：欧洲正面临住房危机。我们计划成立“欧洲住房联盟”，并将召开一场欧洲住房问题高级别峰会。

03:54:18   

Greenland's self-rule premier Jens-Frederik Nielsen said on the 3rd in France that the United States continues pressing to acquire Greenland, but the island is 'not for sale'. He said direct talks with the US are the 'right direction' and that Greenland is willing to deepen cooperation with 'like-minded' European countries on critical minerals, energy and hydropower.

03:51:29   

市场消息：俄罗斯对乌克兰北部城市苏梅发动大规模轰炸，击中一栋公寓楼和一家商店，造成三人死亡。

02:42:09   

European Central Bank President Christine Lagarde will attend the Eurogroup on July 9 and the EU Economic and Financial Affairs Council (Ecofin) on July 10 in Brussels, the ECB’s weekly calendar shows. The moves are atypical—such meetings are usually represented by an ECB vice‑president. Vujcic, who took office as ECB vice‑president in early June and has attended Ecofin once, is scheduled to be in Athens next Friday. Lagarde has not ruled out an early resignation to pursue French politics.

02:42:05   

上海黄金交易所黄金T+D 7月3日（周五）晚盘收盘上涨0.41%报910.7元/克；上海黄金交易所白银T+D 7月3日（周五）晚盘收盘上涨0.76%报15207.0元/千克。