A股能源金属板块午后走高，永杉锂业涨停，腾远钴业、寒锐钴业、华友钴业、博迁新材、天齐锂业跟涨。

据路透社：接近谈判团队的消息人士称，在瑞士举行的首轮谈判已结束。

The National Energy Administration, in a Q&A on implementation of the renewable energy consumption minimum share and renewable electricity responsibility-weighting rules, said compute facilities, 5G base stations and charging infrastructure have seen explosive growth and will be an important component of future power demand. NEA expects compute-related electricity use to rise by more than 100 billion kWh per year during the 15th Five-Year Plan. Including these sectors in renewable consumption assessments should speed clean-power coverage of incremental demand and support nationwide green, low-carbon development. NEA also identified polysilicon and lithium-ion battery manufacturing as key links in the green energy industrial chain; bringing them under assessment is intended to enforce integrated green-production requirements for clean-energy-equipment makers and to foster coordinated upstream-downstream decarbonisation across supply chains.