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Oil Price Surge Pulls Down Chinese Shares; Fujian Highton Development Falls 9%

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Chinese shares again fell on Friday to close the week in red, as high oil prices continued to drive investor sentiment down.

The Shanghai Composite Index, the main gauge of Chinese stocks, closed 1.2% lower at 3,888.11. The Shenzhen Component Index fell 1.1% to 13,471.26.

Investor appetite for equities waned as crude prices jumped, with the benchmark Brent crude climbing to $109.20 a barrel on Thursday. The rise followed the sharpest uptick in assaults on Gulf shipping since the U.S.-Israel conflict with Iran began, intensifying traders' fears of further disruptions to supply.

On the domestic front, the 2026 China Business Report published by the American Chamber of Commerce in Shanghai showed that confidence in the next five years among firms operating in China climbed 17 percentage points to 58% in 2026.

New energy vehicles captured a record 60.6% of China's new car market in August, buoyed by enhanced trade-in subsidy programs. Figures from the China Association of Automobile Manufacturers revealed that NEV output and sales each grew nearly 20% year on year, reaching 1.65 million and 1.64 million units, respectively.

In company news, Fujian Highton Development (SHA:603162) signed finance lease agreements with Tianjin Xingfu No. 1 and No. 2 Leasing, covering two multi-purpose heavy-lift vessels with financing of up to 56.9 million yuan and 12-year terms. Shares of the shipping company fell 9% Friday.

What else is happening in Asia?

Asia

Hearts and Minds Investments Posts Lower August Net Tangible Asset

Hearts and Minds Investments (ASX:HM1) reported post-tax net tangible asset of AU$3.34 per share as of Aug. 31, according to a Friday filing with the Australian bourse.The company recorded post-tax net tangible assets of AU$3.56 per share for August 2025, an earlier filing showed.Its portfolio was up 0.6% for the month of August and delivered an annualized pre-tax investment return of over 10% per year since inception.The portfolio offered a fully franked annualized dividend yield of about 6.5% as of Aug. 31, the filing said.The company's shares added nearly 1% in recent Friday trade.

ASX:HM1
Asia

Cape EMS Partners with Helios PV to Distribute Battery Systems in Europe

Cape EMS (KLSE:CEB) subsidiary, Cape Renewables, signed a distribution and strategic collaboration agreement with Helios PV (Asia Pacific), to commercialize and distribute residential battery energy storage systems across Europe and the Asia-Pacific.The electronics manufacturer's unit will handle sourcing, system integration, assembly and testing, according to a Thursday Bursa Malaysia filing.Meanwhile, Helios, which is a unit of Frankfurt-listed Helios Solar AG, will handle market development, importation and distribution.

KLSE:CEB
Asia

White Energy Company Confirms Acquisition of Essential Global Resources, Oceltip Coal 2 Completed; Shares Fall 5%

White Energy Company (ASX:WEC) confirmed the completion of the acquisition of Essential Global Resources and Oceltip Coal 2, which has acquired the Tin Hut Creek project and associated assets, according to a Friday Australian bourse filing.White Energy issued 83.3 million fully paid ordinary shares to the shareholders of Essential Global as consideration for the acquisition of the membership interests in Essential Global. In connection with the Oceltip Coal 2 acquisition, the purchase price was AU$4.5 million, as adjusted for debts and other liabilities at completion.It also completed a placement to institutional and professional investors to raise AU$15 million at an issue price of AU$0.06 per share.Nathan Tinkler was appointed as Managing Director and Executive Chair of White Energy, succeeding Brian Flannery as Chairman.Its shares fell 5% in recent trading on Friday.

ASX:WEC