A股能源金屬板塊短線拉昇，永杉鋰業漲停，寒銳鈷業、騰遠鈷業、融捷股份、盛新鋰能、華友鈷業跟漲。

South Korea's Lee said site selection for major projects must be discussed.

Guotai Haitong said international oil prices have fallen and domestic fuel prices are set to be reduced month-by-month. The broker notes school summer breaks are slightly later in 2026, presales have accelerated since late June, hotel and rail bookings are up YoY while air ticket presales lag 2025 amid higher fares, and parent-child travel has remained strong over the past three years and is viewed as inelastic. It expects student-driven passenger traffic to rise from early July, pushing air fares back into positive territory; higher flight completion rates versus Q2, together with peak-season supply-demand support and reduced destructive price competition, should materially improve airline operating performance.