Allegheny rose nearly 9 points today; Q2 revenue of $1.261 billion beat expectations, and the full-year 2026 outlook was raised. Commercial engines account for more than half of its sales, and order visibility for titanium alloys and nickel-based superalloys follows the aircraft delivery cycle.

Binhua Shares rose over 7 points, triggered by the official production start of high-purity hydrogen fluoride gas, along with an AI infrastructure cooperation agreement signed with Shenzhen Kaihong. High-purity electronic-grade hydrogen fluoride is currently in the product promotion phase; there are several quarters between production start, customer validation, and volume ramp-up.

The former's earnings have already materialized, while the latter's capacity is just beginning to ramp up, representing two different types of price increases.