恒生科技指数跌超3%，成份股中，蔚来汽车(09866.HK)跌超6%，小鹏集团(09868.HK)跌超5%。

Japan has revised its clean energy vehicle subsidy program, cutting support for BYD Company Limited to 150,000 yen ($936), more than half its previous 350,000–400,000 yen level, according to the Ministry of Economy, Trade and Industry. The changes, effective from April, prioritize automakers using domestically produced batteries. Toyota Motor Corporation’s bZ4X retains the highest subsidy at 1.3 million yen, while Nissan Motor Co., Ltd.’s Ariya will be reduced to 1 million yen from 2027. Subsidies for imported models from Audi and Hyundai Motor are also being reduced, while Tesla, Inc. remains eligible for up to 1.27 million yen. BYD criticized the move as “extremely disappointing.”

A股煤化工板块震荡走强，柳化股份、金煤科技、航天动力涨停，江苏索普涨超6%，诚志股份、卫星化学跟涨。