A-share aerospace sector opened weaker; Aerospace Engineering hit limit-down, with Aerospace Power, Aerospace Development, Aerospace Intelligent Equipment, Aerospace Electromechanical and Aerospace Manufacturing also sliding.

On the 12th, Ebrahim Rezaei, spokesman for the Iranian parliament's National Security and Foreign Policy Committee, posted on social media that Iran "controls the Strait of Hormuz by force and will defend it by force." He said Iran will continue to firmly safeguard its interests and security in the Strait of Hormuz.

CICC said in a research note that outstanding short positions in Hong Kong as a share of market value have fallen from a mid‑June peak to 2.43% but remain roughly more than three standard deviations above the historical mean. As domestic and external shocks ease, CICC expects significant further unwinding of shorts. Trading shows notable pair‑trading activity; near term CICC recommends focusing on high-fundamental-certainty, event‑driven sectors: innovative drugs, airlines, robotics and industrial metals.