Multiple brokerages at recent mid-year strategy meetings said China’s growth drivers are undergoing a systemic shift from old to new, with AI, the digital economy and new energy emerging as core growth engines. They view the A-share market as increasingly structural and recommend H2 positioning in the AI full-industry chain, cyclical sectors and selective consumer themes.

Today (29th), China State Shipbuilding Corporation's Hudong‑Zhonghua delivered a 174,000 cbm large LNG carrier. The ship is China's first large LNG carrier whose cargo containment system is fully assembled with domestically produced ultra-low-temperature (cryogenic) valves, marking the establishment of a complete domestic industrial chain for large LNG carriers from materials and design to supporting equipment.

An i24 News senior Middle East correspondent reported that Iran’s non-official media said the IRGC Navy fired warning shots at four "unauthorized vessels" that attempted to transit the Strait of Hormuz without coordination.