国家统计局：2026年5月份规模以上工业增加值增长4.5%.

China A-share department store and retail sector rose after a volatile afternoon session; Gongxiao Daji hit the daily limit, Dalian Youyi had earlier hit limit-up, and Yonghui Superstores, Sanjiang Shopping, Baida Group, Hemei Group and Guofang Group also gained.

German investor sentiment outperformed expectations after markets priced in a rapid end to the Iran conflict, reducing near-term energy-price and inflation risks. ZEW’s economic sentiment index rose to 10.5 in June from -10.2 in May, well above the median forecast of -6; the current-conditions index fell further to -81. ZEW said financial-market experts view the Iran crisis as approaching its end, a dynamic that could ease inflationary pressure and support energy-intensive sectors, households and domestic demand. The Bundesbank expects defence and infrastructure spending to add about 0.5 percentage point to growth, but Germany is still forecast to record only modest expansion in 2026 as the Middle East conflict weakens prospects for a stronger rebound. News of a US-Iran temporary restart of a Strait of Hormuz agreement should relieve market tension, though a promised resumption of trade by the weekend is uncertain and hinges on how quickly oil flows are restored amid divisions among European allies.