伊朗总统：将确保日本船只通过霍尔木兹海峡更加顺畅。

CHINA STATE PLANNER and other agencies published the Guidelines for Accounting of Non-fossil Energy Power Consumption (trial), strengthening alignment with energy statistics and carbon emissions accounting. The rules classify recognition criteria and set accounting methods for provinces, cities and power users, explicitly considering physical grid connection, electricity transaction volumes, and green-certificate/green-power trades. Authorities will coordinate the rollout with power-market and green-certificate market development and move cautiously from electricity-transaction-only accounting to a parallel framework of electricity transactions and green-certificate transactions. Accounting will be annual during the trial, with later study of shorter accounting cycles.

China Merchants Securities says loom capacity is shifting to high‑end production, keeping electronic yarn and fabric prices elevated. It forecasts peak prices for standard 7628 electronic fabric of 7.5-8.0 yuan/m by 2026. High‑end product supply remains tight and short‑term demand exceeds supply. Strong demand growth, inelastic supply, leading firms expanding high‑end capacity and low‑end conversion/upgrades support a clear cyclical upswing with concurrent volume and price gains. Near term, high‑end capacity bottlenecks should keep prices elevated; medium‑to‑long term, leaders’ technology and cost advantages will sustain capacity expansion and raise the industry’s profit baseline.