Li Auto (02015.HK) expects Q3 2026 vehicle deliveries of 95,000–100,000 units, up 1.9–7.3% YoY.

Mitsubishi UFJ Financial Group now expects the Bank of Korea to deliver consecutive hikes and to raise policy rates by 25bp in August. MUFG cites persistent core inflation, resilient semiconductor exports and memory prices, and a firm property market as reasons for further tightening. A hawkish BoK stance is seen as supportive for the won. MUFG revised its outlook within a month — after the July BoK meeting it had expected rates to be unchanged in August with a hike in Q4, but has moved the anticipated hike forward to August.

China energy and chemical sector slid as onshore main futures contracts fell sharply intraday. Low-sulfur fuel oil (LU) main contract dropped over 8% to 4,691 yuan/ton; fuel oil main contract fell over 8% to 3,610 yuan/ton. Styrene (EB) main contract fell 4.0% to 8,608 yuan/ton; PTA main contract fell 4.0% to 5,550 yuan/ton; methanol main contract fell 4.0% to 2,828 yuan/ton; benzene main contract fell 4.0% to 7,471 yuan/ton.