China A-share disperse-dye sector rallied; Fulai Ente hit the daily price limit, while Jinji, Runtu, Yabang and Annuoqi were among the top gainers.

A股超节点概念再度活跃，星网锐捷6天3板，众诚科技、卓易信息、华勤技术、锐捷网络、海光信息、工业富联等涨幅靠前。

Rising exports from Middle Eastern producers and a gradual recovery of crude transits through the Strait of Hormuz are capping global oil price upside. Traders monitoring shipments estimate roughly 6–8 mln bpd currently passing the chokepoint; flows fell in July after Iran carried out a series of attacks on VLCCs and a temporary truce collapsed. Throughput remains about half the level before those attacks, though estimates are volatile—Vortexa estimates about 10 mln bpd on average and U.S. officials have cited higher figures. The UK navy said two merchant vessels were attacked on Monday, highlighting ongoing transit risk. Record-high VLCC freight rates are helping sustain the recovery by increasing incentives for owners to run the route.