Piper Sandler cuts Nike (NKE.N) PT to $38 from $45.

【期货热点追踪】印度比哈尔邦加速扩种甘蔗，并抛出重磅的糖厂重启与新建计划。此轮产能扩张将如何搅动区域食糖供需格局？

China's Ministry of Industry and Information Technology and six other ministries released the 15th Five-Year Plan for new battery industry development, defining 19 priority tasks across five areas: accelerate full‑chain innovation, drive industrial upgrading,完善产业体系建设, enhance industry science-and-technology service capacity, and raise the quality and level of trade and investment cooperation. Targets through 2030 include steady industry scale growth; strengthened full‑chain innovation with breakthroughs in advanced materials and major progress in next‑generation battery system R&D; leading firms achieving product defect rates at parts‑per‑billion (PPB) levels; accelerated construction of a full‑scenario application ecosystem and faster integration of battery technology with clean energy and end‑use sectors; and deeper international trade and investment integration to support global low‑carbon development.