資產管理公司Carmignac：日本當局可能關注日元貶值速度而非絕對水平。

China's National Energy Administration issued the Energy Sector Energy-Saving and Carbon Reduction Action Plan (2026–2028), calling for R&D on low-, zero- and negative-carbon frontier technologies. The plan prioritizes clean, high-efficiency use of fossil fuels and large-scale renewables, ramps up strategic frontier R&D to accelerate breakthroughs in supercritical CO2 (sCO2) power generation and CCUS, and targets flexible, high-efficiency wind/solar-to-hydrogen production, large-scale safe hydrogen storage, green hydrogen synthesis catalysis, low-carbon synthesis processes and long-distance hydrogen storage and transport.

A Yangtze River Delta-based wealth-management subsidiary has received a separate regulatory notice for unusually rapid asset growth this year; regulators did not require immediate asset reductions or impose administrative penalties. The firm's total AUM is not large but expanded roughly 16% in 1H, well above peers’ growth mostly below 10%, driven by a marked jump in short-term product volumes. Regulatory attention appears focused on rapid short-term product expansion, with liquidity risk cited as the primary concern.