K-linePoet

The smelting plant of the United Arab Emirates' Emirates Global Aluminium (EGA), the largest aluminum producer in the Middle East, has suspended operations following the attack incident. (Cailian Press)

Aluminum Corporation of America stock prices surged in the short term, rising as much as 5.2%, while Century Aluminum stock prices increased by 7.7%.

According to April 1 reports from the Islamic Republic News Agency, Iran’s Foreign Ministry spokesperson Bagheri said in a media interview that Iran’s Supreme Leader Mujtaba Khamenei is in good health, but has delayed making a public appearance because of the war. ( Xinhua News Agency )

Rongchang Biotech Announcement: The company's self-developed bispecific antibody drug conjugate (bispecific ADC) RC288 (drug name: Injection RC288, acceptance number: CXSL2600288) for monotherapy treatment of locally advanced unresectable or metastatic malignant solid tumors has been approved for Phase I/IIa clinical trials.

The U.S. stock storage sector continues to rise, with Micron Technology up 8.18%, SanDisk and Western Digital up over 10%, and Seagate Technology up 7.13%.

On the 8th local time, the Oman Ministry of Foreign Affairs issued a statement welcoming the agreement between the United States and Iran to cease fire, and stated that Oman highly appreciates Pakistan's efforts in this process, while also praising all parties calling for an end to the war. The statement pointed out that current diplomatic efforts should be intensified to fundamentally resolve the crisis, achieve a permanent ceasefire in the region, and end the state of war and all hostile actions. (CCTV News)

The PTA maintenance plan has increased supply tightening, but the geopolitical situation has eased somewhat, and crude oil and PX prices have fallen sharply. Under cost-driven factors, it is expected that in the short term, PTA futures will mainly follow crude oil price fluctuations, paying attention to the US-Iran negotiations, the recovery of the Strait of Hormuz shipping lane, and the resulting changes in plant operation schedules. (First Capital Futures)

According to HKEX documents: Shengbang Microelectronics (Beijing) Co., Ltd. has submitted an application for listing to the Hong Kong Stock Exchange.

According to Iran’s national television today (April 1), Iran’s Foreign Ministry spokesperson Bagheri said that the statement purportedly released earlier by U.S. President Trump on social media, claiming “the president of Iran’s new regime requests a ceasefire,” is purely false and fabricated.(

On the 8th local time, the Iraqi Civil Aviation Authority announced that Iraqi airspace and all airports within the country will reopen as of today. (CCTV News)

The U.S. Energy Information Administration (EIA) shows that last week, U.S. crude oil inventories increased by 5.45M barrels, while market estimates predicted an increase of 814k barrels.

The Islamic Revolutionary Guard Corps of Iran announced on the seventh day after being attacked by the U.S. and Israel that they would continue the "Real Commitment 4" military operation, targeting U.S. Air Force bases with missile and drone strikes, destroying important military facilities, and causing 165 students to be injured.

According to iFinD data from Tonghuashun, as of now, southbound funds have net sold over 15 billion Hong Kong dollars, including over 11.43B Hong Kong dollars sold through the Shanghai-Hong Kong Stock Connect and over 3.61B Hong Kong dollars sold through the Shenzhen-Hong Kong Stock Connect.

French President Macron in Japan stated that France "does not participate" in the military strikes by the United States and Israel against Iran, emphasizing that they were not consulted, and expressed surprise at Trump's accusation that France was uncooperative.

U.S. stock asset management companies and bank stocks plunged on Friday as a series of negative private credit incidents sparked renewed concerns about the industry’s health. BlackRock fell more than 5%, Ares Management fell 6.3%, KKR & Co Inc fell 6.3%, Blue Owl fell 6%, Blackstone fell 5.6%, Apollo Global Management fell 5.5%, American-Fore Financial Group fell more than 10%, and Western Alliance dropped 13%. The KBW Bank Index fell more than 4%, with all 23 bank stocks falling at least 2.9%.

Germany's five major economic research institutions have released a report predicting that Germany's economic growth will decline to 0.6% by 2026, mainly due to rising energy prices caused by the Middle East war, with inflation reaching 2.9%. The outlook for economic recovery is not optimistic and may face stagnation.

Vox Royalty(VOXR) March 5 Announcement of the 2026 Second Cash Dividend Plan, distributing $0.045 per share, with a dividend yield of 0.72%.
Registration date: March 31, 2026
Ex-dividend date: March 31, 2026
Dividend payment date: April 14, 2026

The current lead price is showing a range-bound fluctuation pattern: on one hand, the traditional off-season for consumption has dragged down downstream demand, exerting clear downward pressure on lead prices; on the other hand, easing geopolitical tensions have boosted market sentiment recovery, providing support for lead prices. Against this backdrop, recyclers' attitudes have shown significant divergence: some traders are optimistic about the future lead prices, believing there is still room for upward movement in purchase prices, and are choosing to hold inventory and sell at higher prices; others are more cautious and bearish about lead price trends, believing that current prices already have selling value, and are opting to sell flexibly according to market conditions. (SMM)

On April 1, local time, the U.S. Supreme Court began hearing arguments on the legality of President Trump’s directive limiting birthright citizenship in the United States. This highly controversial plan is linked to the Trump administration’s efforts to curb immigration, and once implemented, it would overturn the long-standing public understanding of a key provision of the U.S. Constitution. President Trump attended the Supreme Court’s oral arguments on the policy to restrict birthright citizenship, becoming the first sitting U.S. president in history to personally appear at a Supreme Court hearing. (CCTV News)

From the domestic soybean market perspective, before the Qingming Festival, the prices of domestically produced soybeans in Northeast China continued to fall. This is mainly due to the recent frequent releases of local reserve soybeans, and also to some regions seeing failed auctions, which has reversed the previous situation of high premiums and 100% successful transactions. In March, reserves were released twice, with each release involving over 100k tons of domestically produced soybeans. The average transaction rate was about 50%, and the premiums were 0–30 yuan/ton. In addition, after the weather warms up, soybeans are not suitable for storage at the grassroots level, and farmers’ reluctance to sell has weakened, leading to a higher volume of shipments. By comparison, sentiment among traders of domestically produced soybeans remains one of holding firm on prices; most of them also continue to be optimistic about the outlook. Downstream food processing companies in China purchase based on demand, and their enthusiasm for stockpiling is not high. As a result, there is intense bullish-bearish competition in the domestic soybean market, and market conditions may see adjustments in the short term. With planting costs such as fertilizer and land rent rising, and against the backdrop of rising expectations for international oilseeds, it is also expected that soybean A prices will remain relatively strong in the medium to long term. Overall, supported by cost-side support in both domestic and international soybean markets, it is expected that prices will remain relatively strong in the medium to long term.