日本2年期國債收益率上漲1.0個基點，至1.400%；日本5年期國債收益率上漲3.5個基點，至1.975%。

The Trump administration will approve South32’s $2 billion zinc‑manganese mine in Arizona, the U.S. Forest Service said, planning to issue a decision on Tuesday. The project, near the U.S.–Mexico border in the Patagonia Mountains about 80 km southeast of Tucson, was designated for expedited review by the Federal Permitting Improvement Steering Council and is the first mining project under USDA to receive accelerated treatment. South32, headquartered in Australia, says the site contains one of the world’s largest undeveloped zinc deposits and other minerals critical to steel production and large-format batteries; full production is targeted for 2029. The company plans to prioritise supplying mined copper to U.S. domestic smelters.

CITIC Securities says Tesla and other leading humanoid-robot makers extensively use bearings and universal joints in robot joints and dexterous hands; high per-unit fitment implies a sizable addressable market. Robot bearing operating conditions differ materially from traditional applications; Chinese manufacturers, leveraging faster customization and response, are gaining share and may overtake overseas leaders in this niche. The robot industry should drive significant incremental demand for the bearings sector, with domestic suppliers still in early growth. Recommended focus: universal joints, crossed-roller bearings, four-point-contact bearings, angular-contact bearings and deep-groove ball bearings.