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 far

State Post Bureau monitoring shows China's express delivery volume exceeded 100 billion items as of June 30, reaching the milestone nine days earlier than in 2025. Ongoing consumption-support measures have sustained retail growth and shifted spending patterns, expanding parcel demand. The bureau says the industry is refocusing from pure volume growth to quality improvement and sustainable scale; continued policy implementation and emerging new drivers should strengthen postal and courier services' role in logistics, supporting economic circulation and higher-quality growth.

Kremlin spokesman Peskov said Russia remains open to peace talks and expects the United States to play a mediating role; Moscow has welcomed visits by U.S. presidential envoys Witkov and Jared Kushner and, despite their prolonged absence, continues U.S. contact via existing channels. He said Ukrainian forces, citing front-line deterioration, have stepped up attacks on Russian infrastructure; Russian forces are creating a border security buffer with visible effects and are advancing steadily in the special military operation area. Peskov added that the EU’s shift into a military-political bloc has worsened the Ukraine situation and Russia hopes the EU will not undermine prospects for negotiations.