A股商业航天板块局部拉升，神剑股份涨停，西部材料、通宇通讯、航天环宇、飞沃科技等跟涨。 ​​​

China A-shares fell at midday: Shanghai Composite -0.59%, Shenzhen Component -0.45%, ChiNext -0.44%. Power-grid equipment led gains, with Jiusheng Electric, Baili Electric and Changlan Technology hitting daily limits; Yikun Electric and Xinte Electric also advanced. Controllable nuclear fusion names were active — China Nuclear Construction, Heduan Intelligent and Zhongyan Dadi hit limits; Hahan Huatong and Changfu Co. outperformed. PV equipment continued to rally, with Guosheng Technology and Fulait hitting daily limits and Daqian Energy, International Industry and Yubang New Materials up. The semiconductor sector extended losses, though Longchuan Technology, Xinyuan Micro and Tuojing Technology were among the better performers within the group. Electronic chemicals underperformed, led lower by Sanfu Xinke, Honghe Technology and Xingfu Electronics.

On the 2nd the Workers' Party formally confirmed incumbent President Luiz Inácio Lula da Silva as its presidential candidate. Lula will run in the election again, seeking a fourth term.