Siemens Energy shares fell 3%.

Tokyo-based supply-chain risk firm Resilire’s online June survey of 400 decision-makers at manufacturers that buy rare earths and rare-earth materials found average procurement costs rose 22.3% year-on-year. About 30% of respondents reported cost increases of 20–29% (the largest share); roughly 20% reported increases of 10–19%; just over 10% reported increases of 30–39%. Most firms report limited ability to pass higher input costs to customers: among firms with rising procurement costs, 4.2% said they can almost fully pass the increase through to prices, about 10% said they cannot pass costs on at all, and more than 40% said they can absorb less than half of the added cost when combining the under-25% and 25–49% pass-through groups.

As of July 10, 2026, a third-party tracker showed China's equity private funds' average equity exposure rose to 83.70%, up 0.15 percentage point week-on-week. The metric has climbed since May 15, gaining 3.61 percentage points and rising for three consecutive weeks, reaching a year-to-date and near four-year high. Funds with positions above 80% accounted for 69.55% of equity private funds; 18.78% were positioned between 50% and 80%. 100-billion-yuan class equity private funds held an average exposure of 87.41%, with 72.57% of that cohort above the 80% threshold.