据国际文传电讯社：俄罗斯石油巨头Tatneft已在俄罗斯境内的所有加油站实施燃油销售限制。

The U.S. and Iran are preparing to formally sign a temporary peace agreement in Switzerland on Friday; both sides claim victory. Oil traders and shippers remain uncertain how quickly navigation through the Strait of Hormuz will resume. Trump is attending the G7 summit in France, and G7 members are expected to play a central role in any mine‑clearing operations to restore shipping. A G7 official said Italy’s defense minister Crosetto met U.S. defense secretary Hegseth in Washington on Monday to discuss an Italian task group of four vessels for the Strait, including two minehunters currently deployed to Djibouti and being readied for the mission.

JP Morgan upgraded Hengrui Medicine (01276.HK) from Hold to Overweight and trimmed its target price to HK$68 from HK$70. The bank said the sharp share-price decline reflects macro headwinds—notably heightened U.S.-China geopolitical tensions and broad institutional de-risking of H-share healthcare—rather than a material weakening of fundamentals. At current levels, JP Morgan sees valuation as understating an improving earnings trajectory, rapidly expanding pipeline value and BD-related revenue, but warned U.S. rules could constrain future China-origin licensing deals and increase volatility.