Zhangyuan Tungsten published long-term procurement quotes for the first half of September 2026: 55% black tungsten concentrate 413,000 yuan/mt; 55% white tungsten concentrate 412,000 yuan/mt; ammonium paratungstate (national standard Grade 0) 600,000 yuan/mt. Prices include 13% VAT.

Defense analyst Wolfgang Pustai said Iran's recent attack on US warships was a "calculated escalation," noting Tehran targeted a guided‑missile destroyer and, notably, an aircraft carrier — the core pillar of US military operations against Iran. US forces successfully evaded the strike. Pustai called the attack a "lucky opportunity" for Iran and said that, had it succeeded, Washington would have faced questions over how, and whether, to continue the war. He described the episode as a "very, very major" development and said US retaliation would not be surprising.

Hong Kong-listed robotics names rose: Geek+ (02590.HK) up nearly 5%, UBTECH (09880.HK) up over 3%, Hesai-W (02525.HK), Black Sesame Technologies (02533.HK) and Horizon Robotics (09660.HK) each up more than 1%.