China A-share CPO sector opened higher; Huatian Technology hit the daily limit, Shenkeda rose over 9%, Cambridge Technology up over 8%, Guangxun Technology and Changdian Technology gained more than 5%, Huagong Technology and Tianfu Communication also advanced.

Bernstein analysts say Japanese automakers' interest in humanoid robots is re-emerging. Mitsubishi Motors has signed an MoU with a Japanese startup to jointly develop and mass-produce humanoid robots. Bernstein projects global humanoid-robot shipments could reach 49 million units by 2050, expanding the market to about $729 billion. It notes core technology overlap—actuators, sensors, batteries, control units and AI software—where automakers and suppliers have built expertise via vehicle deployment, making the sector attractive to the auto industry.

Huatai Securities research: the recent deep selloff in A‑share nonferrous metals leaders primarily reflects valuation compression, not earnings damage. As of July 6, iFind consensus 2026E EPS for related companies has been revised up over the past ~180 days, indicating intact earnings outlooks. As of July 3, China Securities gold, aluminum and copper subindex PE‑TTM sit at the 11.7%/5.1%/42.1% percentiles since 2020; relative to All‑A PE‑TTM they are at the 0.2%/0.0%/0.1% percentiles. With easing US‑Iran tensions and marginally firmer risk appetite, Huatai says commodity fundamentals remain strong while valuations are at historic lows; downside for A‑share metals leaders may be limited and upside optionality notable — a high‑reward trade window relative to offshore pricing.