阿联酋阿布扎比国家石油公司ADNOC：公司与XRG和三井将共同开拓能源价值链各环节的新机遇。

UBS recommends buying the SK Hynix ADRs planned for a US listing and shorting the company’s Korean-listed shares, arguing the new ADR could trade at a premium. UBS says ADRs are more efficient and cheaper for hedge funds and some global portfolio managers who do not hold the Korean stock may instead buy the ADR. The bank views a day-one long-ADR/short-local-stock trade as an obvious, scalable strategy with limited risk and a low probability of an ADR discount.

Chinese modular building exports have surged, with overseas orders rising sharply. Trucks loaded with modular housing units at Shenzhen Liantang port are clearing rapidly for shipment to Southeast Asia and other overseas markets. Company executives report a marked increase in export orders. China Customs data show prefabricated building exports rose from $1.472bn in 2015 to $4.339bn in 2025 — roughly triple — and growth reached 45% in Q1 2026.