新西兰联储：委员会指出，供应链调整可能需要时间，并且地缘政治不确定性依然相当显著。

The International Energy Agency on July 7 said global natural gas consumption is projected to fall 0.5% this year—about 20 billion cubic meters—citing reduced Middle East supply and price-driven demand suppression. The IEA said the US–Iran conflict has sharply curtailed LNG shipments through the Strait of Hormuz, a route that previously handled roughly 20% of global LNG flows.

Daiwa raised its target price on WuXi AppTec (02359.HK) to HK$190 from HK$138, kept a Buy rating and named the stock a China CXO top pick. The broker lifted adjusted non‑IFRS net profit forecasts for this year and next by 13.5% and 21.3%. WuXi reported Q1 recurring operating revenue up 39.4% YoY and adjusted non‑IFRS net profit up 71.7% YoY, beating consensus and company guidance, driven by small‑molecule CDMO contribution, increased project deliveries and a low Q1 2025 base. Daiwa left full‑year TIDES revenue growth guidance at 40% and said the strong Q1, rising backlog and healthy new order intake support confidence in 2026 TIDES delivery and the potential for upward revision to FY2026 guidance. Inclusion on China’s 1260H list is not expected to affect the company’s near‑ to medium‑term outlook, Daiwa added.