Eni and SOCAR set price caps, lowering average fuel prices on Italy’s motorway network to €2.214 per liter for gasoline and €2.420 per liter for diesel.

Trump rejected Iran's seven-day proposal to reopen the Strait of Hormuz, raising the prospect of further delays to reopening the chokepoint. WTI and Brent crude rose more than 1% at the open. Traders will continue to monitor actual flows through the Strait of Hormuz. Trump said a "record" amount of oil was taken from the strait on Saturday night. Regional tensions remain elevated: the Saudi-led coalition in Yemen said it intercepted a Houthi drone bound for Riyadh and a missile aimed at Khamis Mushait on Saturday; alerts were issued in Abha and Jazan, locations of Saudi Aramco energy facilities.

重要新聞 1. 商務部：中美雙方同意以對等方式降低自對方進口的規模約300億美元產品的關稅。 2. 商務部公佈中美貿易理事會和“300億對300億”對等降稅框架有關情況。 3. 工信部等七部門聯合印發《新型電池產業發展“十五五”規劃》。 4. 國家統計局：1—8月份全國規模以上工業企業利潤增長15.7%。 個股新聞 1. 主力資金流向數據顯示，彩虹股份主力資金淨流入7.34億元居首位，江淮汽車、有研新材、巨力索具、衆泰汽車獲主力資金淨流入居前；中際旭創主力資金淨流出30.99億元居首位，亨通光電、中天科技、兆易創新、新易盛主力資金淨流出居前。 2. 段永平發帖：買入3萬股貴州茅臺。 3. 4連板大牛股盤中直線跳水，按摩器械龍頭奧佳華迴應：市場炒作概念多。 4. 孚日股份：VC電解液添加劑業務三季度基本達到滿產狀態。 5. 衆辰科技：持續關注與主業協同的併購機會。 6. 美迪凱：部分單色MicroLED產品已實現量產。 7. 祥龍電業：目前沒有對外投資商業化分佈式光伏、儲能項目的規劃。 8. 九號公司：智能電動車國內累計出貨量突破1400萬臺。 9. 中研股份：正積極探索PEEK材料的新應用領域。