A股乳业等消费股表现活跃，阳光乳业直线涨停，品渥食品、一鸣食品、惠发食品、皇氏集团、均瑶健康跟涨。

伦敦金属交易所(LME)：镍库存减少306吨，铅库存减少3700吨，锌库存减少500吨，铝库存减少625吨，锡库存减少40吨，铜库存增加725吨。

After its worst-ever election showing, the African National Congress (ANC) is considering ending its national coalition with rival the Democratic Alliance (DA). Members of the ANC national executive committee are preparing to argue at Thursday’s meeting that the party’s 2024 cooperation with the DA cost it votes in last week’s municipal elections and should therefore be terminated. The ANC previously tried and failed to exclude the DA from the coalition; support for a renewed push is unclear. Reconfiguring the national unity government — which has prioritized growth and jobs while the DA has been the main driver of pro-business policies — could unsettle investors.