韩华集团：将在韩国投资55​​万亿韩元建设卫星、航天运载火箭和国防人工智能数据中心。

After earlier pullbacks, secondary-market signals for public REITs have turned constructive. Multiple brokerages say domestic public REITs are trading in a historically low valuation range; the rollout of index funds and firmer expectations of insurance inflows should improve supply-demand and lift long-term allocation appeal. As of June 30, the spread between distribution yield on property-rights REITs and the 10-year government bond yield reached levels seen at the market troughs in early‑2024 and early‑2025. Historically, such wide spreads have preceded valuation recoveries, suggesting recent adjustments have largely absorbed near-term negative pressure and strengthened the valuation cushion.

A-share gas-turbine concept stocks were active: Tunan and Longda rose more than 10%, while Wanze, Jereh, Changbao and Dongfang Electric also advanced.