In a July 11 weekly report, the Shanghai Shipping Exchange Research Institute said Brent crude futures moved higher, global VLCC freight rates continued to rebound and China’s import VLCC market stabilized and firmed. On July 9 the Shanghai Shipping Exchange’s China import crude composite freight index (CTFI) was 4,332.25, up 8.3% versus July 2.

Shenghong Co. will raise prices across its electric power-quality, charging/swapping, energy-storage microgrid, battery formation and test, and residential storage product lines by 10%-30% effective July 21, 2026; the increase will not be applied retroactively to orders already in transit. The company says the move is a forced pass-through after core raw-material costs and lead times rose sharply: gold, silver, copper and tin up 30%-200%; PCBs, memory chips, magnetic components, SMD resistors/capacitors, IGBT chips, isolation driver chips, and breakers/relays up 50%-800% and still rising. Manufacturing costs have climbed markedly since early 2026; Shenghong says supply-chain optimization and lean measures have been insufficient and the existing price structure no longer covers cost increases.

美国商品期货交易委员会（CFTC）：截至7月7日当周，日元净空头头寸为123,778手。欧元净空头头寸为16,227手。英镑净空头头寸为87,903手。瑞郎净空头头寸为37,414手。