Elevra Lithium：北美锂矿扩建项目将使年均产量提升至37.3万吨。

据伊朗媒体Fars News，至少3艘油轮和能源运输船在经过霍尔木兹海峡南部时，收到伊朗革命卫队的警告后，改变了航向并返回。

A-shares traded mixed at midday: Shanghai Composite down 0.24%, Shenzhen Composite up 1.38%, ChiNext Index up 2.63%. Beijing Stock Exchange 50 Index rose 0.67%; STAR 50 Index gained 1.56%. Turnover across Shanghai and Shenzhen stood at 1.24 trln yuan, up 8.6 bln yuan from the previous session. Market breadth was strong with over 2,900 stocks higher. AI hardware and the CPO sector led gains; names including Xunjiexing, Jianqiao Keji and Mingpu Guangci hit daily limits. Planting and forestry continued last week’s strength with Yasheng Group and Dunhuang Seed at limit up. Consumer discretionary rallied, led by retail and tourism — Zhongbai Group, Central Shopping Mall, Baida Group, Guofang Group, Guilin Tourism and Huatian Hotel reached limit up. Kitchen-appliance makers lagged: Yitian Intelligent fell over 11% intraday, with Huoxingren, Richu Dongfang and Wanhe Electric also weaker. Coal mining and processing stocks underperformed; China Coal Energy, Haohua Energy and China Shenhua retreated.