西班牙重新開放其駐伊朗首都大使館。

Chinese rare earth stocks advanced after major producers announced steep Q2 price increases, pointing to tighter supply and stronger demand amid geopolitical tensions. Inner Mongolia Baotou Steel Union rose as much as 8.5%, China Northern Rare Earth Group gained 3.1%, and China Rare Earth Resources and Technology added 2.5%. Firms set Q2 concentrate prices at 38,804 yuan per ton, up about 45% quarter-on-quarter. The move follows tighter export controls and licensing regimes that disrupted supply chains. The increase is the largest quarterly jump since China’s 2023 pricing reform.

多晶硅主力合約日內漲超8.00%，現報34500元/噸。碳酸鋰主力合約日內漲超4.00%，現報160780元/噸。