Lithium carbonate most-active contract is down more than 4.0% intraday, trading at 93,760 yuan/ton.

The Ministry of Industry and Information Technology (MIIT) and seven other ministries issued the 15th Five-Year Plan for Enhancing Industrial Base Capabilities, directing AI to accelerate industrial foundational innovation. The plan prioritizes R&D of both general-purpose and industry-specific large models for industrial sectors, integration of mechanistic industrial models with agent decision models, and development of intelligent-native foundational products. It promotes model-as-a-service and agent-as-a-service business models and calls for rapid deployment of AI across product R&D, design simulation, pilot verification, and production operations to boost intelligent process management, analytics/forecasting and decision execution, and to accelerate iteration of industrial-base innovation.

Tesla (TSLA.O): Construction of its Austin wafer fab is ongoing; equipment commissioning is planned to begin in 2027.