A-share commercial space sector rallied after media reported the Yinli-1 carrier rocket is expected to launch at sea on July 22. Aerospace Development jumped more than 6%; Wantong Development, Chengchang Technology, Xingsen Technology, China Satellite, Fushida, Guangku Technology and Huati Technology also rose.

原油系期货主力合约短线走高，SC原油涨幅扩大至5.43%，现报559.5元/桶。低硫燃料油（LU）涨幅扩大至5.09%，现报4930元/吨。燃油涨幅扩大至4.97%，现报3801元/吨。

ONS data showed CPI rose 2.6% YoY in the 12 months to June, down from 2.8% and below the 2.7% economists' consensus. A sharp drop in oil on expectations of a resolution to the US‑Iran conflict pushed petrol and diesel prices lower; food and non‑alcoholic beverage costs also weighed. Services inflation, the Bank of England's key domestic gauge, slowed to 3.6% from 3.7%, slightly above forecasts. The relief may be temporary: the energy price cap is due to rise about 13% in July, which could nudge headline inflation back up. Markets largely expect the Bank of England to hold rates next week as it balances energy‑driven upside risk against a weak labour market and soft growth.