Shengxin Lithium Energy expects 1H2026 net profit of 10–12 bln yuan, up 218.9%–242.7% YoY.

CNBC reported on the 7th that rising pricing from leading U.S. AI vendors is prompting rapid uptake of Chinese large AI models in U.S. enterprise deployments on cost grounds. Industry sources say top Chinese open-source and open-weight models lag frontier U.S. models (OpenAI, Anthropic) by roughly 6–9 months on performance but are priced about 60%–90% lower and cover most routine AI tasks. Aggregator OpenRouter data shows Chinese models have accounted for over 30% of tokens called by U.S. firms each week since Feb. 8, peaking at 46%; the prior 12‑month token-share average was 11%.

At the NATO summit in Ankara, Trump said the U.S.-Iran Islamabad memorandum "is over" and called the Iranian regime "sick," signaling the breakdown of a ceasefire framework 20 days into a planned 60-day arrangement. He also revoked sanctions waivers tied to the deal. A Pakistan-brokered 14-point framework had briefly restored Iranian crude exports of several mln bpd; ending the deal and rescinding waivers risks a renewed systemic reduction in global crude supply, reinforcing upside pressure on WTI above $70 and on inflation expectations. Following yesterday's attack on a Qatari LNG tanker in the Strait of Hormuz, U.S. forces have launched retaliatory airstrikes. The return to kinetic confrontation heightens the risk of indefinite disruption to the Strait of Hormuz and Gulf of Oman and could push shipping insurance premiums and energy risk premia sharply higher.