【期货热点追踪】碳酸锂延续走低，日内跌幅超4%，期价创年内新低，机构称市场焦点从“节前备库”转向“10月排产兑现”！

VIS inaugurated its first advanced wafer fab in Singapore, VSMC, a joint venture with NXP. Trial production began in June; construction-to-trial took 18 months, well below the typical >2 years. Driven by AI infrastructure demand the new fab’s initial capacity was sold out on start-up and first-batch yields are at least 99%. The plant is slated for mass production in early 2027 and will produce interposers/mid-layers for advanced packaging used by NVIDIA, Google and Broadcom. TSMC holds about a 19% stake in VIS.

Jiangsu Sports Bureau issued a ‘15th Five-Year’ sports industry implementation plan targeting a provincial sports industry scale of about 1 trillion yuan by 2030, per-capita sports consumption above 4,100 yuan, and roughly 100 national-level specialized 'little giant' sports firms.