CSRC approves registration of lithium hydroxide futures and options.

據路透援引消息人士報道，長江存儲位於武漢的第四座工廠將於明年破土動工，計劃從其設備採購中多達70%來自國內供應商。這一70%的國產設備採購目標較其第三座工廠的國產設備佔比（略高於一半）有所提升。新工廠預計將主要聚焦於面向數據中心和人工智能應用的存儲芯片，將生產長江存儲最先進的NAND閃存芯片，其存儲單元垂直堆疊層數超過300層，高於韓國競爭對手在華工廠的水平。

The National Energy Administration said on Nov. 6 electricity demand is expected to increase by roughly 600 bln kWh per year during the 15th Five-Year Plan, driven by computing capacity and other emerging industries — about three times Shanghai’s annual consumption each year. The NEA has established a power supply adequacy early-warning mechanism and targets a supply adequacy ratio above 1.1 by 2030, implying roughly a 10% margin at peak load to ensure the system can meet peaks and cover troughs in critical periods.