A股電網設備概念震盪下挫，良信股份跌停，新特電氣跌超10%，大連電瓷、安靠智電、金盤科技、漢纜股份、雙傑電氣、億能電力跌幅居前。

CPCA data: In May 2026 estimated wholesale and retail volumes of domestic new-energy passenger vehicles reached 1.36 million units, up more than 11% YoY and MoM, marking double‑digit growth and initial signs of sector recovery. Shipping disruptions in the Strait of Hormuz prompted two domestic retail price hikes for refined fuels, lifting pump prices by about 400 yuan/ton cumulatively; higher operating costs for gasoline vehicles are weighing on ICE demand and keeping the overall auto market under pressure while making new-energy vehicles the primary growth driver.

加拿大5月標普全球製造業採購經理人指數 52.9，前值53.3。