南向资金净买额达50亿元。

Runbei Aviation Technology reported 1H 2026 revenue of 573 mln yuan, up 21.97% YoY; net profit attributable to shareholders 112 mln yuan, up 44.82%; basic EPS 0.6957 yuan. The company proposes a cash dividend of 3.5 yuan per 10 shares (tax included). Sales of self‑developed, in‑house aerospace materials rose 35.78% YoY, supporting stable high growth.

BOJ officials will have multiple near-term opportunities to either confirm or temper aggressive market bets on a September rate hike; market pricing implies roughly an 82% probability. Since the July 2024 hike drew heavy criticism, the BOJ governor has emphasized stronger communication. Yen moves remain a key trigger for the bank to signal intent. Daiwa senior economist Kento Minami said the BOJ may avoid an explicit September commitment and instead stress upside inflation risks to imply an earlier hike — a tone markets would treat as endorsement of September. Conversely, repeated emphasis on uncertainty, the need for more data, or assessing the impact of prior tightening would likely be interpreted as a signal to keep rates unchanged in September.