据韩国经济日报：韩国央行计划采购国内精炼金条，为13年来首次。

TrendForce’s latest panel industry analysis projects that continued capacity consolidation will materially alter supply shares by 2028. Innolux and AUO’s combined supply of LCD monitor panels is forecast to drop below 10%. Their share of LCD notebook panels is expected to decline to around 20%. Supply of LCD TV panels is projected to stay near 22% owing to sustained profitability. Recent capacity pullbacks and asset recycling among Taiwanese panel makers are cited as key variables likely to reshape global LCD TV, monitor and notebook panel supply-demand.

The Baltic Dry Index (BDI) rose 111 points, or 4.1%, to 2,843 — its highest since July 15 — as freight rates advanced across all vessel classes. The Capesize index (BCI) gained 268 points, or 6.2%, to 4,564; capesize daily earnings rose $2,435 to $37,892. The Panamax index (BPI) climbed 48 points, or 2.3%, to 2,135 — its highest since July 21 — with panamax daily earnings up $432 to $19,212. The Supramax index (BSI) ticked up 1 point to 1,610. The Handysize index (BHSI) fell 3 points to 884.