现货白银突破67美元/盎司，日内涨1.29%。

China A-share grain theme extended its afternoon rally as 10 grain ETFs, including 159073, 159031 and 159033, rose more than 5%. Eight stocks heavily held by funds — notably Yasheng Group, COFCO Technology, COFCO Sugar and Sukon Agricultural Development — hit daily limit-up.

Hiwin, the world’s second-largest ball‑screw maker, said accelerating silicon‑photonics commercialization has triggered a surge in packaging and test equipment demand, leaving some critical machines and precision components undersupplied. International buyers are placing successive orders, and the pull‑through is spreading from equipment into precision drive systems and positioning platforms. Multiple related equipment suppliers report full capacity and are accelerating production to meet orders.