ELON MUSK REPOSTS REPORTS THAT THE U.S. MAY BLOCKADE SHIPS ENTERING AND EXITING IRANIAN PORTS

多晶硅主力合约日内涨超8.00%，现报34500元/吨。碳酸锂主力合约日内涨超4.00%，现报160780元/吨。

Chinese clean-tech manufacturers are starting to benefit from supply disruptions in the Persian Gulf, as higher oil and gas prices and a stronger focus on energy security lift demand for batteries and electric vehicles. More than six weeks after US and Israeli strikes on Iran effectively disrupted the Strait of Hormuz, customers are shifting toward greener alternatives to offset rising costs. Ningbo Deye Technology expects first-quarter profit to rise up to 70% on strong overseas orders, while Chinese EV and hybrid exports more than doubled in March to a record 349,000 units. Firms including BYD and Geely are also benefiting as demand accelerates.