【今日重点关注的财经数据与事件：2026年7月27日 周一】 ① 16:00 德国7月IFO商业景气指数 ② 18:00 英国7月CBI零售销售差值 ③ 20:30 美国6月耐用品订单月率 ④ 22:30 美国7月达拉斯联储商业活动指数

China A-share oil & gas sector re-priced in the opening auction: Zhongman Petroleum and Shandong Molong hit daily limit-down; Tongyuan Petroleum and Keli Co fell over 15%; Qianeng Hengxin, Taishan Petroleum, CNOOC, CNOOC Engineering and Blue Flame Holdings opened lower.

Bursa Malaysia Derivatives (BMD) crude palm oil futures likely to open lower on Monday, following a broad market pullback. Brent crude extended Friday losses in electronic trading after US President Trump, following two weeks of airstrikes on Iran, announced a pause in strikes, lifting hopes of a diplomatic easing in the Middle East. Weak Malaysian palm oil exports are weighing: a shipping survey showed July 1-20 exports ranged from a 0.9% decline to a 4.1% month-on-month increase across categories. Offsetting support stems from a strengthening El Nifio threatening Southeast Asian output, Indonesia’s mandatory B50 biodiesel blending tightening exportable supply, and expectations of higher Indian edible oil imports from July to October.