美国国务卿鲁比奥：运往乌克兰的武器目前未被挪用，但这种情况可能会发生。

Chinese polysilicon prices fell for a fourth week, dropping 4.3%–8% amid weak supply-demand sentiment, with top-grade material at 40,500 yuan/ton, according to the China Silicon Industry Association. The group warned capacity cuts may be harder than expected, with recovery requiring lower inventories, stronger demand, and improved confidence. Solar installations slowed to 32.48 GW in Jan–Feb, while LONGi Green Energy Technology Co. and Jinko Solar Co. secured new module supply deals.

惠誉：以色列升级对黎巴嫩真主党冲突的风险较高。