A股鹽湖提鋰板塊午後走高，欣旺達漲超15%，威領股份封板漲停，天齊鋰業、贛鋒鋰業、盛新鋰能、華友鈷業跟漲。

China has allowed state refiners to draw on commercial oil reserves as a six-week Middle East war tightens global energy supplies, according to people familiar with the matter. Companies including China Petrochemical Corp. and China National Petroleum Corp. will be permitted to use inventories held at storage and processing facilities. Analysts at Energy Aspects estimate potential drawdowns of around 1 million barrels per day between April and June, while other forecasts suggest similar levels in the near term. China imports about 11 million barrels of crude per day, though authorities did not comment.

Hong Kong has granted its first stablecoin issuer licenses to HSBC Holdings and a Standard Chartered-led joint venture, enabling them to issue Hong Kong dollar-pegged cryptocurrencies. The Hong Kong Monetary Authority selected them from 36 applicants. The Standard Chartered venture, Anchorpoint Financial Ltd., includes Hong Kong Telecommunications and Animoca Brands. Issuance is expected in mid- to second-half 2026 after preparatory work. The move expands Hong Kong’s crypto regulatory framework, including exchange licensing introduced in 2023 and stablecoin rules last year. The HKMA said future licenses will be limited.