A-share PVC sector jumped; Jianbang hit the daily limit, while Xinjinlu, Hubei Yihua, Ordos, Zhongtai Chemical and Ruifeng Gaocai also advanced.

【股指期貨早盤開盤】滬深300股指期貨（IF）主力合約漲0.35%，上證50股指期貨（IH）主力合約漲0.22%，中證500股指期貨（IC）主力合約漲0.53%，中證1000股指期貨（IM）主力合約漲0.45%。

Daiwa Securities economist Yutaro Suzuki says the BOJ’s Tankan signalled firms expected sentiment to worsen over the next three months, but the latest survey likely under‑states the impact of recent US‑Iran peace talks. A BOJ official said about 70% of respondents submitted their replies before the agreement. Suzuki expects the September Tankan could show cross‑sector improvement as Middle East developments are incorporated into expectations.