路透调查：美元兑加元汇率预计在12个月内下跌2.6%至1.366（7月调查预期为1.36）。

China’s Ministry of Industry and Information Technology released the civil explosives industry’s 15th Five‑Year safety development plan. It directs an adjustment of product structure by continuously increasing the permitted production‑capacity share for on‑site mixed explosives, promoting formula diversification and expanding civil‑explosives product categories to better meet market demand. The plan supports replacement‑led exit of excess capacity in small product lines to improve resource efficiency and calls for a cautious, orderly inclusion of new types of civil explosives under regulatory oversight.

Nikkei reports Japan will assess adjusting proprietary trading limits after a sharp rise in trading volumes.