A股食品加工板塊盤初活躍，安井食品漲超5%，*ST春天、惠發食品、千味央廚、蓋世食品等個股跟漲。

China Iron and Steel Association said prices of key raw materials including coking coal, coke, ferroalloys and scrap steel remain elevated, increasing cost pressure on steelmakers. Officials noted that amid Middle East tensions, higher oil prices have pushed up mining and shipping costs and lifted inflation expectations. Despite iron ore port inventories reaching a record 170 million tons in April, imported iron ore prices remain range-bound at $105–110/ton.

【期貨熱點追蹤】滬鎳期貨觸及三個月高位，受到印尼減產配額導致供應減少的擔憂支撐，疊加硫磺短缺導致成本飆升，供應端風暴將如何重塑全球鎳市定價？