Huahong Hongli (01347.HK) expects Q3 2026 sales of about US$770-780m and a gross margin of roughly 16-18%.

US July PPI missed expectations as energy and food costs fell, reinforcing recent CPI data that signaled slowing inflation and suggesting the early-war energy shock is fading. Renewed tensions in the Middle East have, however, revived concerns about persistent inflation. Fed officials will receive additional CPI and PPI prints and another labor-market report before the Fed's mid-September policy decision, leaving policymakers to weigh lingering inflationary pressure against recent hiring slowdowns. PPI subcomponents that feed into the Fed’s preferred PCE price index were mixed: portfolio management fees posted their largest gain in over a year and outpatient hospital care rose sharply, while physician services and inpatient hospital prices were milder.

土耳其央行：对2027年油价的预期为76.4美元，而此前预期为75.4美元。