A-share gold sector surged; silver and nonferrous metal stocks hit limit-up. Zhongjin Lingnan reached limit-up, with Hunan Silver, Xingye Yinxi and Shanjin International rallying.

CSC Financial says aluminum foil, a small high‑quality segment of lithium‑battery materials, is seeing concentrated market structure—leaders hold ~38% share—and broad price pass‑through to customers. Cumulative processing fees have risen about 1,000–1,500 yuan/ton. The firm expects supply‑demand to continue improving in H2 2026–2027, supporting further price upside. Sodium‑ion battery commercialization is progressing from a 1→10 scale phase; with the aluminum‑foil technical route confirmed and per‑unit foil usage set to double, demand for aluminum foil should increase materially.

On the 5th local time, Mount Etna on Sicily continued erupting, sending volcanic ash that disrupted operations at Catania-Fontanarossa airport. The airport briefly suspended inbound flights and limited arrivals to five per hour; departures were routed and scheduled based on on-site conditions. Mount Etna, one of Europe’s most active volcanoes, is being monitored for changes in activity and ash dispersion; further operational adjustments will follow airspace safety assessments.