资产管理公司Carmignac：日本当局可能关注日元贬值速度而非绝对水平。

Hong Kong stocks closed with the HSI up 0.6% and the Hang Seng Tech Index down 0.21%. Market turnover was HKD 339.6 billion. Sector movers: chips, optical communications, PCB-related names and mobile gaming led declines; pharma outsourcing (CRO), defence, pork producers and autos were among the gainers. Stock moves: Zhipu (02513.HK) fell more than 19%; MINIMAX-W (00100.HK) down over 9%; Hua Hong (01347.HK) down over 8%; CATL (03750.HK) down nearly 8%; SMIC (00981.HK) down over 4%. Winners included Goldwind (02208.HK) up more than 8%; CK Hutchison (00001.HK) up over 7%; Leapmotor (09863.HK) up about 6%; WuXi AppTec (02359.HK) up over 4%; Xiaomi Group (01810.HK) up over 3%.

The National Energy Administration released the Energy Sector Energy-Saving and Carbon-Reduction Action Plan (2026–2028), directing accelerated transformation of industrial energy supply and stronger renewable development in and around industrial parks. It backs large chemical parks exploring nuclear heat/steam, supports zero-carbon parks and factories, and encourages eligible plants to install industrial green microgrids integrating PV, wind, high-efficiency heat pumps, new storage, hydrogen, waste-heat/pressure/gas recovery and smart energy management. The plan promotes greater use of public grid power, large-scale CHP for centralized heat/steam and other clean energy to cut coal use in captive coal units; it also pushes integrated green hydrogen–ammonia–methanol projects, industrial by-product hydrogen and green hydrogen deployment, exploration of hydrogen–power coupling, and substitution of fossil fuels with hydrogen and biomass.