新西蘭聯儲主席佈雷曼：可能需要一些時間來評估政策立場。

On Sept. 2 morning a single 181 mln yuan buy order drove an Inner Mongolia machinery maker to the daily limit and locked the price, its second straight limit-up. Great Wall Military Industry also locked its daily limit while Beifang Changlong, Tianqin Equipment, Jianshe Industrial and Guoke Military rallied sharply; all are in the ground armaments sector. Analysts say military trade was an important incremental area during the 15th Five-Year Plan but the military-trade supply chain underperformed in 1H and the market remains cautious on order fulfillment. With ongoing validation of Chinese equipment combat capability, the approaching Zhuhai Airshow and further disclosure of foreign orders, the sector may regain investor attention.

LSEG data and market sources show Russia imported nearly 460,000 tonnes of gasoline by sea in August after drone strikes forced outages at major refineries in Perm, Nizhny Novgorod, Kirishi and Yaroslavl, triggering regional product shortages. Traders said roughly 370,000 tonnes of those August seaborne fuel arrivals were gasoline, largely sourced from India, Turkey and Morocco and discharged at Russia’s Baltic and Arctic ports. LSEG and market contacts expect at least two more gasoline cargoes totaling about 80,000 tonnes to arrive within a week. Moscow has also eased supply pressure by rail imports from Belarus and Kazakhstan and by banning fuel exports; Deputy Prime Minister Novak said mid‑August Russia has begun importing fuel but gave no volumes or sources. Refinitiv calculates summer fuel demand at about 115,000 tonnes per day.