A股鋰礦概念震盪下挫，國城礦業逼近跌停，天華新能、金銀河、盛新鋰能、大中礦業、永興材料、融捷股份跌超6%。

Facing BYD’s flash-charging rollout, CATL is accelerating its battery-swap network and plans about 3,000 cumulative swap stations by 2026, including roughly 900 for heavy trucks. Using CATL’s station assumptions (chocolate stations: 48 × 52 kWh; Qiji heavy-truck stations: 24 × 171 kWh), the rollout implies roughly 12.7 GWh of incremental battery capacity and about 7,600 tonnes of lithium carbonate demand, approximately one month of output at Jianxiawo.

Iran's deputy foreign minister said Tehran told negotiators that if the US wants the Strait of Hormuz reopened, it must correct its mistakes and honor its commitments.