A股电机制造板块短线拉升，神力股份、星德胜此前涨停，卧龙电驱涨逾3%，江苏雷利、三协电机等跟涨。

Shanghai municipal government issued a Service Industry "15th Five-Year" plan prioritizing transport and shipping hub upgrades and policy support for shipping services. Key measures: complete Shanghai East Station and develop "aviation+" multimodal links; enhance Pudong and Hongqiao business-route networks; expand international container and air-freight platforms and smart-waterway infrastructure; accelerate shipping digitalisation and logistics-chain applications. The plan seeks to bolster Shanghai's shipping-insurance operations centre, support shipping finance leasing, develop foreign-related maritime temporary arbitration and a specialised maritime appraisal centre, and attract international and national shipping organisations. It also fast-tracks a green-shipping transition by building international green-fuel bunkering and trading centres, advancing ship energy-efficiency services and green shipping R&D, participating in China’s international sustainable-fuel certification framework, and co-developing green shipping corridors with foreign ports.

CENTCOM guided roughly 70 merchant vessels through the Strait of Hormuz over the past three weeks as negotiations to end the Iran war remain stalled, US officials said. To avoid detection most ships operated with AIS transponders switched off. Officials declined to specify vessel types or exact routes but said at least one corridor was routed well away from the Iranian coast; maritime analysts say convoys favored routes nearer Oman. US officials warned vessels approaching Iran without permission are highly likely to be targeted by Iranian drones or missiles.