【期貨熱點追蹤】生物柴油需求推動全球植物油結構性偏緊，厄爾尼諾來襲致印度油籽播種面積下滑，印度8月豆油進口有望觸及62萬噸歷史新高，進口能否徹底填補供需缺口？

Shanghai Free Trade Zone’s Lingang New Area sets a 15th Five-Year Plan target of 7.5% annual GDP growth, maintains R&D spending above 6% of GDP and adds 70 nationally first-of-a-kind institutional innovations. The plan commits to piloting offshore finance and expanding/iterating the cross‑border data negative list and operational guidelines. By the end of the plan it aims to form three manufacturing clusters at CNY100+ bln scale; by 2030 it targets industrial output above CNY650 bln. Sector targets: integrated circuits CNY120+ bln (wafer fabrication and high-end packaging/testing-led, full-chain design, equipment and materials), smart vehicles CNY300+ bln (focus on vehicle intelligence), and high-end equipment CNY100+ bln (new energy storage and energy equipment). It also projects bonded-repair import‑export turnover of CNY100 bln and offshore resale trading turnover of USD50 bln.

Kyiv mayor reports a fire in a non-residential area of Holosiivskyi district; firefighters are extinguishing the blaze. One person injured; medical teams are providing assistance.