現貨黃金日內跌2%，現報4036.63美元/盎司。

1. 賽力斯：2026年上半年預虧15億-18億元，業績預虧主要因原材料價格上漲致成本增加。 2. 崔東樹：2026年全國汽車市場總體走勢較平穩。 3. 數據顯示新能源車主3至5年就要換車，燃油車則穩定在6—8年。 4. 廣汽集團：預計2026年上半年淨虧損40.6億元~45.7億元。 5. Stellantis集團2026年第二季度出貨量預計160萬輛，同比增長10%。 6. 中國一汽：完成國7混動專用汽油機技術攻關，將應用於紅旗品牌車型。 7. 三星準備生產特斯拉AI5芯片。 8. 韓國2026年上半年新能源汽車銷量佔比首次突破50%。 9. 韓國現代汽車工會再罷工，要求“淨利30%作爲績效，獎金上調800%”。 10. 特斯拉2025年電池回收量增長20%，回收超1.4萬噸材料可造4.6萬塊新電池。

A July 7-13 survey of 37 economists shows the Bank of Korea is expected to deliver its first policy-rate increase in more than three years on Thursday, July 16, raising the benchmark to 2.75% (36 of 37 respondents). June CPI rose to 3.2% YoY, a two-and-a-half-year high and the fourth month above the BOK’s 2% target; respondents expect H2 inflation to average about 3%, supporting a tightening cycle. Strong Q1 growth (near six-year highs), rising house prices and elevated household debt were cited as creating scope for rate increases. Governor Shin said higher oil prices linked to the Middle East conflict will keep inflation above target for some time, making a rate hike necessary. In a subset of 31 respondents, 28 expect an additional hike by end-Q4 taking the rate to 3.00%; one expects 3.25% and two expect rates to remain at 2.75%. The survey median projects the policy rate at 3.25% in Q1 2027 and held at least through end-2027, 25bps above the May survey.