受益于战争红利，Mercuria和Gunvor预计利润增长逾一倍。

China A-share retail sector opened sharply higher; Baida Group posted its fourth consecutive limit-up and Zhongbai Group its second. Zhejiang Dongri climbed over 6%; Central Department Store, Guofang Group and Xiangjiang Holdings also advanced.

Chile's August copper export value fell to $4.62 billion, down 14% month-on-month and 3.2% year-on-year, the lowest monthly level since July 2025, central bank data showed. The drop came as the average August copper price was more than 40% higher year-on-year. Heavy rain, snow and strong winds in July and August disrupted mine operations, while rough seas periodically constrained port activity. Chile produces about one-quarter of global mined copper; these production setbacks are supporting copper prices and further tightening a global supply picture already affected by outages elsewhere.