欧佩克+消息人士：欧佩克+原则上同意从8月开始将石油产量目标提高18.8万桶/日。

Guotai Haitong said international oil prices have fallen and domestic fuel prices are set to be reduced month-by-month. The broker notes school summer breaks are slightly later in 2026, presales have accelerated since late June, hotel and rail bookings are up YoY while air ticket presales lag 2025 amid higher fares, and parent-child travel has remained strong over the past three years and is viewed as inelastic. It expects student-driven passenger traffic to rise from early July, pushing air fares back into positive territory; higher flight completion rates versus Q2, together with peak-season supply-demand support and reduced destructive price competition, should materially improve airline operating performance.

Kremlin says Putin and Trump discussed Ukraine during their call.