A股航天装备板块走高，电科蓝天涨超13%，星网宇达、航天环宇、理工导航、航天电子、中国卫星等跟涨。

美国9月扣除飞机非国防资本耐用品订单月率 0.5%，预期0.70%，前值1.60%。

European farmers are cutting fertilizer purchases as high prices suppress demand. ICIS survey shows nitrogen procurement is up to 20% below typical seasonal levels and phosphate demand is down about 30% or more. Weak demand comes as this year’s harvests have already been hit—French maize yields are at their lowest in over 30 years—and a conflict involving Iran has pushed up input costs for fertilizer and diesel. Soil moisture deficits threaten some winter crops, and lower fertilizer application could further reduce next season’s yields. Markets will watch nutrient purchases as the buying window closes; RABOBANK senior analyst Doriana Milenkova said there is still time to fill the gap but risk rises as the spring application window forces large volumes through the supply chain in a short period.