國際銅研究組織（ICSG）：2026年8月全球精煉銅市場供應過剩13.2萬噸。

Based on the latest close, 44 stocks have lock-up expiries next week, releasing a combined CNY106.01 bln of market value. Xi'an Yicai-U will convert 2.837 bln shares to tradable status — mainly IPO original-shareholder restricted stock — worth CNY60.283 bln. Suochen Technology will unlock about 40 mln shares, with unlock value about CNY7.3 bln. Heyuan Biotech-U, Meilixin, Maiwei Biotech-U and iFlytek are also among the largest by unlock value. Four names face unlock ratios above 50%; Taikaiying is highest at 73.64%, while Xi'an Yicai-U, Aomisen and Heyuan Biotech-U each exceed 50%.

穆迪：法國政府債券收益率近期大幅上升，進一步加大了法國債務可負擔能力惡化的風險。