In 1H, cross-border e-commerce exports via overseas warehouses rose 3.3x and about 140 million Chinese consumers bought goods internationally through cross-border e-commerce. CUSTOMS says China’s cross-border e-commerce import‑export value reached 2.84 trillion yuan in 2025, up 4.8% YoY, with market procurement exports exceeding 800 billion yuan.

At the open, domestic futures main contracts were mostly higher. Fuel oil led gains, up over 4%; Shanghai crude (SC) and Shanghai silver rose more than 3%. Palladium, platinum, the container-shipping Europe route and low-sulfur fuel oil (LU) gained over 2%; lithium carbonate, coking coal and ethylene glycol (EG) were up about 2%. On the downside, soda ash, caustic soda and rapeseed oil fell over 1%, while Shanghai lead slipped about 1%.

A-share IPv6-related stocks climbed after the Central Cyberspace Affairs Commission issued the Implementation Plan for Deepening IPv6 Technical Innovation and Integrated Application (2026–2030). Unisplendour jumped over 7% and Ruijie Networks rose over 5%; ZTE, Wangsu Science & Technology and FiberHome also gained. The plan targets a comprehensive improvement in end-to-end IPv6 penetration by 2027 and says technical innovation and integrated applications should deliver significant phased results during 2026–2030.