A股玻璃纤维板块午后拉升，国际复材涨超15%，宏和科技触及涨停，中国巨石、山东玻纤、中材科技等跟涨。

China A-shares: Shenzhen Composite and ChiNext rallied over 2% in afternoon trade; Shanghai Composite rose 0.91%. Leading gains in brain-computer interface, PET copper-foil and CRO-related stocks.

CPCA secretary-general Cui Dongshu said China’s auto industry recorded Jan–Jun 2026 revenue of RMB 5.19 trillion (+1.8% YoY), costs of RMB 4.61 trillion (+2.8%) and profit of RMB 195.4 billion (down 20% YoY), implying a profit margin of 3.8% versus a 6.5% average for downstream industrial firms. Local authorities have stepped up implementation of ‘Two New’ policies to boost domestic demand, but auto profitability lags other consumer sectors. Cui said ongoing national anti-involution measures, intensified upstream cost pressure, acute pricing issues, a sharp rise in oil prices and surging profits in nonferrous metals and semiconductors are prompting stronger buyer hesitation, increasing operational stress on carmakers and damaging the sector’s high-quality development prospects.