A股AI应用板块盘初走强，金山办公涨近7%，易点天下涨超6%，蓝色光标、中文在线等跟涨。

Shanghai released the 2026 revision of its Comprehensive Plan for Regulating Pig Production Capacity, designating breeding-sow inventory as the core indicator. It sets a normal stock level of 80,000 breeding sows and limits the number of large-scale pig farms to 90. Monthly inventory changes will be classified into green, yellow and red bands: green relies on market adjustment, yellow triggers warnings and guidance, and red prompts strengthened regulatory measures. Districts and Guangming Food Group’s out-of-region farms must keep production capacity relatively stable. The Shanghai Municipal Agriculture and Rural Affairs Commission will publish production monitoring data promptly and guide farms on production pacing.

Bahrain’s Defence Force General Command said on the 28th its air-defence systems intercepted and destroyed missiles and drones launched from Iran. The command said Iran continued hostile actions, including missile and drone strikes targeting Bahraini civilians, and that defence units are at highest alert and fully prepared. The Interior Ministry said the incident damaged a residential building in Muharraq governorate with no fatalities; authorities are responding on site.