China A-share CPO sector slipped intraday; Aohong Electronics hit the daily limit down, while Hengtong Optic‑Electric, Changyingtong and Guanghua Technology declined.

2-year bond futures (TS) most-active contract flat; 5-year (TF) most-active contract flat; 10-year (T) down 0.01%; 30-year (TL) up 0.03%.

MOFCOM’s US and Americas bureau said the eighth round of US‑China trade talks produced an agreement to extend the Kuala Lumpur joint arrangement. In October 2025 both sides had agreed to suspend parts of each other’s tariffs and non‑tariff measures through Nov 10, 2026; the talks agreed, on the basis of extending that arrangement to Jan 10, 2027, to continue actively exploring the issue with the aim of reaching a mutually agreed solution.