China lithium carbonate front-month most-active contract fell more than 8% intraday, trading at 141,020 yuan/ton.

Goldman Sachs says XPeng’s next growth phase has broadened from pure vehicle sales into four parallel engines: new-model volume, overseas expansion, autonomous-driving commercialization and humanoid robots. Goldman identifies Q4 2026 as a key execution node, citing company targets including monthly deliveries of 60,000, overseas deliveries of 40,000 and opening its L4 robotaxi program to the public. Goldman maintains a Buy rating with 12-month PTs of $18 (US ADR) and HK$69 (HK listing). (Goldman Sachs report, Sept. 1)

硅铁期货主力合约触及涨停，涨幅6%，报6624元/吨，创2024年10月以来新高。