Internal UK government report warns that international oil prices could remain at $100 through 2028.

① The UK government forecasts that international crude oil prices could remain around $100 per barrel until 2028, as the restoration of energy shipping in the Gulf region may take longer than expected; ② The report notes that, in the worst-case scenario, oil prices could surge to $210 per barrel, significantly impacting global inflation and economic growth.

cls.cnJun 5 22:45

A-shares have entered a period of consolidation—how should the market navigate style rotation?

A-shares have entered a consolidation range. Dongwu Securities noted that this does not imply the market is poised for a broad-based rotation from high-valuation to low-valuation stocks. Instead, sector rotation is more likely to occur within strategic security-related assets (STAR). Following a cooldown in the technology sector, energy and infrastructure-related safe-haven assets—such as coal, petrochemicals, and shipping—are expected to take the lead. Once liquidity returns, the technology sector is anticipated to regain its dominant position.

wallstreetcnJun 5 13:23

Iranian media reveals a 'four-phase' roadmap for the U.S.-Iran agreement: full ceasefire first, followed by talks on the Strait, sanctions, and nuclear issues

The first phase involves ending the war and halting all military operations across every front; the second phase addresses issues related to the Strait of Hormuz, sanctions, and Iran’s frozen assets; the third phase formally transitions to negotiations on sanctions and nuclear-related matters; and the fourth phase establishes a monitoring mechanism to ensure compliance by all parties.

wallstreetcnJun 4 02:37

Yankuang Energy Plans to Acquire Two Assets from Its Controlling Shareholder at a Premium of RMB 16.4 Billion, Injecting Power Generation and Electricity Sales Assets | Quick Read Announcement

① Yankuang Energy plans to invest over RMB 16.4 billion to acquire, at a premium of approximately 50%, the new energy and power sales business segments from its controlling shareholder. ② Both acquisition targets are priced at a premium, with the equity of the New Energy Group carrying a premium of nearly RMB 6 billion. Shandong Energy Group and Yankuang Hong Kong have committed that the New Energy Group’s aggregate non-recurring net profit attributable to shareholders for the years 2026, 2027, and 2028 will be no less than RMB 30.59 billion.

cls.cnJun 3 23:15

Coal Giant Commits RMB 16.4 Billion in Cash to Expand Power Business | Selected Post-Market Announcements

Energy giant spends RMB 16 billion in cash to acquire assets from its controlling shareholder; leading lithium battery cathode materials producer faces stake reduction by 'Ning King'; major polysilicon manufacturer invests RMB 6 billion to expand into smart energy...

Golden10 DataJun 3 20:52

Iranian media reported that communications between Iran and the U.S. have been suspended for several days; Trump stated that U.S.-Iran talks are ongoing, while Rubio said no agreement has been made to lift sanctions in exchange for reopening the Strait.

According to Iranian media, Iran’s latest message to the U.S. clarifies its position: any agreement must include Israel ceasing its military operations in Lebanon. Iran is still reviewing the latest draft of the agreement and has not yet responded to the U.S. Senator Rubio stated that negotiations with Iran are ongoing, adding that the “highly technical” talks on Iran’s nuclear issue could take several months. The Iranian military said it is prepared for all possible scenarios and will maintain the highest level of combat readiness. The fourth round of Israeli-Lebanese talks is being held in the U.S. The Israeli Prime Minister declared that the Iranian regime will ultimately collapse and that Israel will never allow Iran to acquire nuclear weapons. Updates ongoing.

wallstreetcnJun 3 04:21