A股紅板科技盤中漲停，上演“地天板”，現報93.56元，成交額13.43億元。

Facing rising geopolitical risk, PM Modi is pursuing measures to reduce India’s reliance on critical imports to protect supply chains and ease currency pressure. The commerce ministry is drafting a list of more than 100 products — including electronics, chemicals, key pharmaceuticals, fertiliser, semiconductors, autos and machinery — to scale up domestic production. The cabinet approved an additional 1.9 tln rupee ($19.7bn) of fiscal support for chip and smartphone manufacturing and a policy to raise domestic fertiliser output after supply concerns tied to a potential Strait of Hormuz disruption. The government aims to cut fertiliser imports by 30% over three years and plans to restart idled domestic fertiliser plants, with some projects expected within a year. Authorities may offer incentives to private and foreign investors to build local plants and could require state-owned firms to expand capacity via joint ventures.

SHFE tin main contract fell more than 2.0% intraday to 408,430 yuan/ton. SHFE silver main contract was down 2.0% intraday at 14,102 yuan/kg.