日本7月貿易帳將於十分鐘後公佈。

Wens Foodstuff said H1 poultry operations posted a small loss of about 100 mln yuan, hit by weak yellow‑feather broiler prices. Since August prices have rebounded sharply to roughly 6.9 yuan/jin; the company estimates poultry turned profitable in August. Q3 is the seasonal meat‑chicken peak and Wens expects further cyclical upside from back‑to‑school institutional catering and holiday stocking, forecasting the poultry business should contribute a reasonable full‑year profit. Wens expects 2027 poultry conditions to be better than 2026. The company’s 2026 broiler sales target is a 5–10% increase versus 2025, with a medium‑to‑long‑term sales goal of 1.8 bln birds. In 1H poultry accounted for about 30–40% of revenue and provided stable cash flow, underscoring the hedging role of its dual core businesses.

CINNO Research data show global AMOLED smartphone panel shipments were about 430 mln units in 1H 2026, up 3.8% YoY and beating expectations. The increase was led by stable procurement from Apple and Samsung, supported by their supply-chain advantages and stronger profitability. Facing market uncertainty, some Chinese panel makers front‑loaded future demand to maintain line utilization and hedge potential cost increases, lifting 1H volumes. More conservative consumer spending and longer replacement cycles have also driven a notable rise in phone repair demand, adding incremental shipments.