麦格理：将双汇发展评级下调至中性，目标价23元人民币。

Prime Minister NETANYAHU’s cabinet voted unanimously to refuse recognition of any decisions by the Second Authority for Television and Radio, the regulator for commercial broadcasting, directly contravening a Supreme Court order that the authority continue operating despite falling below its statutory quorum after a wave of resignations. The court said the resignations may have been orchestrated by the communications minister’s office. This is the first time the Israeli government has formally announced it will not comply with a Supreme Court ruling.

Institutional reports show a sharp drop in ships using the Oman‑coast transit of the Strait of Hormuz on Sunday as Iran continues to reinforce control of the waterway. Multiple vessels suddenly turned back while exiting the strait on Saturday and Sunday. A products tanker that turned back on Saturday appears to have re‑attempted the transit and has passed the northern tip of Oman's Musandam peninsula; an earlier products tanker on the same route broadcasted its sailing intent and is now broadcasting positions in the Gulf of Oman. Some vessels are opting for dark transits. A Suezmax crude tanker last broadcast in the Persian Gulf on Saturday and was recorded in the Gulf of Oman on Sunday. At least eight ships turned back on the Oman route on Friday and Saturday; four of those then altered course north to exit via the Iran‑side channel. There has been no official explanation for the turnbacks; Iran has previously said ships must use Iran‑designated, authorized channels through the strait. Kpler data show 19 bidirectional transits of the Strait on Saturday, but only one vessel publicly indicated it would enter via the Oman‑coast route; Friday traffic via that route was 13 vessels. These statistics cover only observable vessel movements.