U.S. Treasuries pared losses as oil prices eased from recent highs.

Huatai Securities says renewed Middle East tensions and the approaching express-delivery peak season are the primary near-term catalysts for the transport sector in September. It recommends three themes: (1) tanker shipping exposure — rising geopolitical risk premia plus shipping supply disruptions should push oil-tanker freight rates higher MoM; (2) accumulate low-position express couriers ahead of peak season — tightening local price controls mean peak-season price rises could act as a catalyst; (3) select stocks that combine dividend yield and growth, and focus on high-growth logistics and low-valued airlines. Airline valuations and investor attention are relatively low and are expected to await an oil-price retreat to trigger re-rating.

1. 納真科技(09856.HK)：在港上市擬發行1.72億股H股，發行價32.96港元。 2. 富力地產(02777.HK)前8個月總銷售收入約88.5億元，同比減少5.85%。 3. 恆瑞醫藥(01276.HK)：注射用瑞康蘆澤妥塔單抗獲納入突破性治療品種名單。 4. 中樑控股(02772.HK)前8個月累計合約銷售金額約42.9億元，同比減少48.25%。 5. 新城發展(01030.HK)前8個月累計合約銷售金額約81.07億元，同比減少40.24%。 6. 全球數字控股(00339.HK)擬折讓約18.25%配售最多8640萬股，淨籌約4676萬港元。 7. 中國生物製藥(01177.HK)擬44.8億元向謝承潤收購正大天晴5%股權，完成後間接持股增至65%。 8. 翰森製藥(03692.HK)：注射用瑞康立伏妥塔單抗(HS-20093)治療小細胞肺癌納入國家藥品監督管理局優先審評審批程序。