格陵兰岛自治政府总理：我们今天签署了一份新的联合格陵兰岛-欧盟声明，内容包括基础设施、互联互通、海洋管理和民事准备。

Haitong International cut its target price for NIO (09866.HK) to HK$32.7 from HK$46.22 and maintained a MAINTAIN rating after issuing updated guidance. NIO offered Q3 delivery guidance of 108k–111k units, up 24.0–27.5% YoY but only 0.3–3.1% QoQ. Revenue guidance of 33.29–34.05 bln yuan implies average selling price up roughly 2–3% QoQ. Management expects H2 per-vehicle costs to rise about 2,000–3,000 yuan versus Q2, plans to hold Q3–Q4 auto gross margin near 18%, and still sees full-year non-GAAP operating profit as positive; however, with thin Q2 profitability, limited Q3 QoQ volume growth and rising costs, visibility on sustained H2 profitability is low. Demand for ES8 and ES9 is relatively stable, but NIO’s Q4 target of >40k units per month depends on recovery of LeDao issues and a Firefly component ramp. Haitong trims its 2024 delivery estimate 7% to 424k units and now forecasts 2026–28 revenue of 123.9 bln, 155.0 bln and 155.2 bln yuan (revisions -2%, +13%, +13%).

碳酸锂主力合约日内跌幅达4.00%，现报141100元/吨。