China Council for the Promotion of International Trade (CCPIT) issued 708,100 certificates in April 2026, including origin certificates, ATA carnets and commercial attestations. Non‑preferential origin certificates: endorsed amount USD 29.79 bln, +0.63% YoY. Preferential origin certificates: endorsed amount USD 10.66 bln, +22.21% YoY. RCEP origin certificates: endorsed amount USD 0.99 bln, +16.40% YoY.

英国央行行长贝利：市场显然感受到了伊朗战争影响对政府财政计划的压力。

CITIC Securities' consumer-sector 2026 H2 strategy says three signals—record tech crowding, policy tilt from supply-side reform to demand stimulus (so‑called 'anti‑involution' measures), and the onset of a low‑rate era—combine to favor a barbell rebalancing rather than a binary consumption vs. tech trade. The firm expects the current consumption recovery to be driven by supply‑side clearing ahead of demand recovery, producing a mild, uneven upswing reliant on stock‑specific alpha. Near term, supply dynamics—inventory destocking and eased competition—should let market leaders rebound first; policy catalysts or stronger‑than‑expected growth could create broader beta opportunities. Long term, maintain structural allocation to new products, technologies, channels and markets.