【期货热点追踪】重回16万大关！碳酸锂上涨5%的背后，是江西“停产换证”在扇动翅膀吗？点击阅读。

Copper declined and a key aluminum spread widened as US President Donald Trump’s pledge to blockade the Strait of Hormuz increased uncertainty across metals markets already pressured by a six-week Middle East conflict. The collapse of US-Iran negotiations in Pakistan over the weekend, followed by Trump’s announcement of a naval blockade of the key maritime chokepoint, reversed a brief period of market optimism. Metals face downside risk from weaker demand as surging energy prices weigh on global growth, though aluminum has been supported by supply constraints linked to the conflict.

A股电力板块震荡拉升，华电辽能涨停，甘肃能源此前封板，嘉泽新能、豫能控股、浙江新能跟涨。