China A-share commercial aerospace sector advanced; Shanghai Harbor hit the daily trading limit; DianKe Lantian, Aerospace Huanyu and China Satellite also rose.

After its worst-ever election showing, the African National Congress (ANC) is considering ending its national coalition with rival the Democratic Alliance (DA). Members of the ANC national executive committee are preparing to argue at Thursday’s meeting that the party’s 2024 cooperation with the DA cost it votes in last week’s municipal elections and should therefore be terminated. The ANC previously tried and failed to exclude the DA from the coalition; support for a renewed push is unclear. Reconfiguring the national unity government — which has prioritized growth and jobs while the DA has been the main driver of pro-business policies — could unsettle investors.

南向资金今日净卖出27.39亿元。港股通（沪）方面，腾讯控股、长飞光纤光缆分别获净卖出4.76亿港元、2.39亿港元；阿里巴巴-W净买入额居首，金额为14.34亿港元；港股通（深）方面，盈富基金、阿里巴巴-W分别获净卖出6.9亿港元、5.66亿港元；中芯国际净买入额居首，金额为1.83亿港元。