萊茵金屬：正在評估F126項目可能帶來的影響。對2026年營收的影響最高可能達到3億歐元。

Hong Kong's first trading day after the holiday opened strongly; the Hang Seng rose about 200 pts at the open and briefly gained over 2% to a high of 23,335.92 before giving back most gains to close up 0.76% at 23,055.03. The Hang Seng Tech Index fell 0.4% to 4,454.28. Turnover was HKD 369.63 bln, versus HKD 308.05 bln on the prior session. Compute-hardware and semiconductor names led declines following offshore moves, with several stocks down more than 10%. Autos, rare earths and precious metals outperformed; innovative-drug names rallied again in the afternoon. Selected movers: BYD Company (01211.HK) +8.07%, China Gold International Resources (02099.HK) +11.43%, Jinli Permanent Magnet (06680.HK) +12.03%, CSPC PHARMA (01093.HK) +8.32%, Zhaoyi Innovation (03986.HK) -18.39%, SMIC (00981.HK) -10.07%.

商務部：中歐於今秋舉行貿易投資磋商機制第二次例會。