摩根士丹利：預計2026年第三季度價格風險回報將更加平衡，並且卡塔爾液化天然氣重啓的路徑將更加明確。

美國總統特朗普：也許我們應該再次參選。我們要不要再參選一次？我很想這麼做。

At an analyst meeting Deguan New Materials said it has developed mass-production capability for graphene transfer films and has begun delivering lithium battery insulation films. The company will accelerate development and certification of lithium battery film materials. It cautioned these are upstream basic materials with a long downstream chain and final applications will require further technical validation; the segment currently contributes under 1% of revenue.