英國央行貨幣政策委員曼恩：展望未來，關鍵在於財政政策是否會帶來意外的積極變化。

China on July 2 approved and published three mandatory national standards setting energy‑consumption limits and efficiency thresholds across the photovoltaic value chain. The Ministry of Industry and Information Technology, jointly with the National Development and Reform Commission and SAMR, issued: Energy Consumption Limit per Unit Product for Monocrystalline Silicon; Energy Efficiency Limit Values and Efficiency Grades for Crystalline Silicon Photovoltaic Modules and Inverters; and Energy Consumption Limit per Unit Product for Polysilicon and Germanium. The standards cover key links including polysilicon, wafers, modules and inverters, impose graded energy and efficiency metrics to curb high‑energy, low‑efficiency capacity, and introduce a coupled environmental‑stress degradation rate metric for modules. Industry bodies will accelerate promotion and implementation. Authorities say the rules aim to strengthen China’s PV industry competitiveness and support the country’s green low‑carbon transition and dual‑carbon targets.

He Lifeng, Politburo member and secretary of the Central Financial Work Commission, presided over a Party-building meeting for the financial system in Beijing on July 2-3 and called for a stepped-up push to consolidate Party control and governance across the sector. He ordered stronger political construction and ideological training, improvement of Party-management systems across the financial system and at local financial institutions, and reinforcement of cadre and talent development; he also demanded deeper rectification of central inspection and audit findings, intensified discipline enforcement and anti-corruption work, and targeted correction of the "four unhealthy work styles," maintaining a high-pressure stance on corruption. He said authorities must consolidate education on correct performance metrics, prioritize H2 key financial tasks, raise urgency and accountability, continue financial risk prevention and resolution, strengthen supervision, and deploy finance fully to support high-quality economic and social development to help meet annual targets and secure a strong start to the 15th Five-Year Plan.