集運指數（歐線）主力合約日內上漲401.0點，現報3892.0點，漲幅11.49%。

澳大利亞5月標普全球製造業PMI終值 50.7，前值50.2。

Huatai Securities said domestic electrification is accelerating and may be underpriced by markets. Since April the AI supply chain has led performance, but domestic and external catalysts for electrification-related sectors may not be fully reflected in prices. Investors may be underestimating the addressable electrification opportunity by focusing on incremental penetration while ignoring replacement demand in the existing installed base and blind spots in electrification use cases. Policy shifts—from last year’s push against internal competition to this year’s compute‑power coordination—are repricing input costs and industry scope, likely supporting continued improvement in sector momentum and earnings. Recommended exposures: lithium batteries/energy storage, mining machinery, forklifts, commercial vehicles and shipbuilding.