A股元件板块直线拉升，中京电子涨停，南亚新材、科翔股份、红板科技、生益电子、艾华集团跟涨。

A-share CRO sector staged a short-term rally: Yiqiao Shenzhou +11%+, Baihua Pharma +9%+, WuXi AppTec +~6%; Kailaiying, Heyuan Biotech and Kanglong Huacheng also advanced.

The U.S. will ban exports of tungsten waste and recycled battery materials later this month, the Federal Register says. Less than a week earlier President Trump authorized authorities to restrict certain potential critical materials to domestic markets. Under the rule, suppliers of tungsten waste and of “black mass” (the metal mix from shredded lithium‑ion batteries) must sell those materials within the United States; firms may apply for exemptions. The restriction will remain in place for one year.