Russian Defence Ministry said forces continued overnight strikes on Ukrainian ports used to resupply Ukrainian troops. At Mykolaiv port, two cargo vessels unloading military supplies were struck by Russian attack drones.

预告：国务院新闻办公室将于2026年7月29日上午10时举行“开局起步‘十五五’”系列主题新闻发布会，请国家知识产权局新闻发言人、副局长芮文彪介绍“十五五”时期知识产权保护和运用有关情况，并答记者问。

HSBC Research cuts CATL (03750.HK) H‑share target price to HK$783 from HK$790 and keeps a buy rating, saying the recent pullback may be excessive. Q2 results broadly met expectations: EV and energy‑storage system shipments rose 44% and 90% YoY. H1 capacity utilization remained c.95%; management says some customer demand is unmet and 764 GWh of capacity is under construction. HSBC expects rising capacity plus H2 seasonality to support earnings and views market concern on ESS as possibly overdone. SNE Research shows CATL’s global ESS battery share rose to 30% in Q1 2026 from 27% in Q1 2025. HSBC raises revenue forecasts for 2026–28 by 6–10%, trims gross‑margin forecasts by 0.9–1.3 percentage points, and revises net‑profit estimates: 2026 -2%, 2027 +5%, 2028 +4%.