Huatai Securities says market fears of 2027–28 overseas electrolytic aluminium capacity additions—focused on Indonesia, India, Angola and Saudi Arabia—are overstated. Accounting for China's domestic capacity ceiling, uncertainty over overseas power infrastructure and supply-demand modelling, Huatai judges current forward pricing too pessimistic and expects overseas forward supply-demand to remain at a tight balance. If global power constraints worsen and AI-related new demand scales up, the mark

China Securities Association held an expanded meeting of chairpersons of its Securities Brokerage Business Professional C.BANK, saying the 15th Five-Year Plan is the guiding framework for the securities industry's transformation. The association urged brokerages to prioritize service quality and professional capability over scale, raise standards to drive high-quality development, and promote coordination between brokerage, investment advisory and asset-management businesses to accelerate wealth-management transformation and better meet investor demand. The committee said it will continue policy study, advance annual priority work, refine working mechanisms and act as a bridge to guide the industry to practice financial services for the people and assume responsibility as professional managers of social wealth to underpin a stable, high-quality sector transition.

Al Jazeera reports Pakistan PM Shehbaz Sharif said the U.S.-Iran memorandum of understanding did not mention ballistic missiles because the issue was never on the table. He warned against double standards, saying Tehran should not be restricted while other countries are free to possess ballistic missiles.